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SK hynix, a leading supplier of the high-bandwidth memory stacked next to AI accelerators, reported third-quarter 2026 revenue of 104.6 trillion won
Verified 2026-11-01
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A memory maker earning most of its sales as profit shows how much pricing power AI demand has handed to chip suppliers, and how sensitive their shares are to any cooling.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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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
- Arista Networks builds the networking gear that links GPUs inside AI data centres, and its own SEC filings show how concentrated its customer base is. Two customers have each exceeded 10% of its revenue in every one of the last three fiscal years, and in fiscal 2025 together they accounted for 42% of Arista Networks' total revenue in fiscal 2025 — from just two customers
- Applied Digital's fiscal first quarter 2027, ended August 31, 2026, brought revenue of $341.9 million, up 322% year-over-year, as the data-center builder's AI capacity buildout for hyperscaler customers ramped
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