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Overall sentiment: Neutral
Open original · Glenn McGillivray
Published Jul 25, 2026 · Retrieved Jul 25, 2026
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Type: feature · Analysis confidence: 95%
Used in syntheses
- Lam Research projects $6.6B Q4 fiscal 2026 driven by AI and DRAM • Nvidia-SK Group $500B AI partnership with 2GW AI factory • Arm-based AI GPU servers exceed x86 spending in Q1 2026 • Intel posts $16.1B Q2 revenue with 59% AI segment growth • AMD commits to full-stack AI with backing from Microsoft, Meta, OpenAI • Qualcomm hikes smartphone processor prices double digits from Sept 2026 • Samsung-SK Hynix $950B US chip deals with Nvidia, Broadcom • Micron blocks Apple’s Chinese memory sourcing plans
- Intel's Q2 2026 revenue rises 25% to $16.1B led by AI and data center sales • Foundry revenue grows 31% to $5.8B despite $2.1B loss • Secured multi-year Chinese cloud CPU deals amid 40% price hikes • CEO Lip-Bu Tan drives growth and Alphabet partnership • Stock surges 320% post $8.9B CHIPS Act but trades near $92–104 with Hold consensus