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As cloud providers shifted from AI training to inference, conventional DRAM contract prices jumped 93% to 98% in a single quarter — and on TrendForce's count of the first quarter of 2026, global DRAM revenue hit $97 billion, up 81%
Verified 2026-08-08
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- Applied Materials sells the deposition, etch and inspection machines chipmakers must install before a single AI chip exists, so its results run a step ahead of the chip cycle. Its third fiscal quarter, ended 26 July 2026, was the biggest in the company's history: Applied Materials booked a record $9.12bn of revenue, up 25% year over year
- AppLovin's revenue grew 53% year-over-year to $1.924 billion in the second quarter of 2026, powered by its AI-driven Axon ad-matching engine, with net income up 55% to $1.267 billion AppLovin revenue: $1.92 billion in Q2 2026, up 53% year-over-year
- Astera Labs makes the connectivity chips that link AI accelerators inside data-centre racks, and demand pushed its revenue for the quarter ended 30 June 2026 up 104% year-on-year to $392.4 million