#ai-server-demand

[ follow ]
#smci #earnings-beat #guidance-raise #apple-silicon #tsmc #chip-pricing #samsung #memory-price-hikes #dram-and-nand
from24/7 Wall St.
2 weeks ago

Super Micro Computer Rallies After Raising Full-Year Revenue Guidance to $40 Billion From $33 Billion

These orders, which pushed expected first-quarter revenue into the second quarter, finally showed up in the results. Adjusted earnings per share came in at $0.69, beating estimates of $0.49 by a wide margin. More importantly, management raised its full-year fiscal 2026 revenue target to at least $40 billion, up from the prior $33 billion target. Third-quarter guidance calls for revenue of at least $12.3 billion, also above consensus.
Business
Apple
fromComputerworld
1 month ago

Apple Silicon: As demand grows, is TSMC driving a harder bargain?

Surging AI server demand gives TSMC leverage to raise chip prices, likely increasing the cost of processors for Macs, iPads, and iPhones.
Tech industry
fromTheregister
1 month ago

Samsung expects to triple its profits in Q4

Samsung forecasts Q4 operating profit of $13.77B and 23% revenue growth as DRAM and NAND prices surge on intense AI-server demand.
Tech industry
fromArs Technica
1 month ago

High RAM prices mean record-setting profits for Samsung and other memory makers

Memory supply shortages and price increases have driven record profits for memory manufacturers and may push higher prices across PCs, smartphones, and graphics cards.
[ Load more ]