Digital Habits Group announced a 62% revenue growth and a 120.4% increase in net profit for the first half of 2026, driven by strong software product sales.
TSMC expects fourth-quarter revenue to grow by up to 61% following a record third quarter with $23.59 billion in net income.
TSMC reported third-quarter 2026 revenue of NT 1.49 trillion, exceeding guidance and setting the stage for a sixth consecutive quarter of record profits driven by AI chip demand.
Microsoft reported record annual revenue for Azure exceeding $100 billion, while heavy investments in AI infrastructure impacted cloud margins during the fiscal fourth quarter.
Applied Materials achieved record revenue of $9.12 billion in the third fiscal quarter of 2026, driven by surging demand for AI infrastructure and semiconductor equipment.
Applied Digital posted $341.9 million in quarterly revenue and a $36 billion backlog, while targeting an operating capacity of up to 4 GW by 2030.
Penguin Solutions reported a 68% jump in fourth-quarter sales and raised its fiscal 2027 guidance, driven by strong demand for its AI infrastructure and memory technologies.
Foxconn’s third-quarter revenue reached TWD 3,03 trillion, a 47% year-on-year increase driven by sustained demand for AI infrastructure.
Broadcom reported an 86% revenue surge driven by AI chip demand, while Intel showed signs of recovery with a 25% increase in quarterly revenue.
HPE expects its networking business to reach $11.3 billion in revenue by fiscal 2026, driven by AI infrastructure demand and the integration of Juniper Networks.
Canaan Inc. posted a $97.6 million net loss for Q2 2026 as falling Bitcoin prices and inventory write-downs severely impacted the mining hardware manufacturer's revenue.
Ciena Corporation projects 30% annual revenue growth through 2029, driven by high demand for AI infrastructure and a growing backlog.
Hewlett Packard Enterprise faces supply constraints for DDR5 memory despite a record $7.6 billion AI backlog and strong quarterly growth.
Broadcom's AI semiconductor revenue surged 221% to $16.7 billion in the third quarter, with the company raising its full-year AI revenue guidance to $58 billion.
TSMC reported a record monthly revenue of $16,26 billion for August, marking a 10,1 percent increase over July and a 39,3 percent rise compared to the previous year.
Biren Technology saw its revenue surge by nearly 2000 percent in the first half of 2026, reaching $183.9 million as the company expands its AI chip portfolio amid export restrictions.
TD Synnex shares rose over 50% following record Q2 2026 results, driven by a 117% surge in data center infrastructure billings and a new global distribution partnership with HPE.
Canaan Inc. reported a $97.6 million net loss for Q2 2026 as revenue dropped 68% year-over-year amid declining demand for Bitcoin mining equipment.
UiPath reported second-quarter revenue of $410 million, beating analyst expectations and raising its full-year fiscal 2027 revenue forecast.
Zscaler beat Q4 revenue and earnings estimates, reporting $898.2 million in revenue and a record 24% adjusted operating margin.
