#ai-driven-demand

#ai-driven-demand

Micron's performance set several company records. Revenue of $13.64 billion, up 57% year-over-year from $8.71 billion, was a record high, while adjusted earnings reached $4.78 per share, substantially exceeding analyst estimates of $3.95 per share. CEO Sanjay Mehrotra noted that AI demand acceleration fueled its results, with the company fully selling out its 2026 HBM supply, including advanced HBM4 nodes.

Intel executed a credible turnaround under challenging conditions. The company reported Q3 2025 revenue of $13.7 billion, up 3% year-over-year, with non-GAAP EPS of $0.23 crushing estimates of $0.01. Client Computing grew 5% to $8.5 billion, while Data Center and AI revenue of $4.1 billion declined 1%. Intel secured a $2 billion investment from SoftBank and announced a collaboration with NVIDIA, signaling industry validation of its foundry ambitions.

On October 30, Samsung Electronics reported a 32.5% increase in operating profit for the third quarter, driven by rebounding demand for its computer memory chips, which the company expects will continue to grow on the back of artificial intelligence. The South Korean technology giant set a new high in quarterly revenue, which rose nearly 9% to 86 trillion won ($60.4 billion) for the July-September period, fueled by increased sales of semiconductor products and mobile phones.