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Hardware6/day by emailReported
TrendForce says AI demand for GPUs, CPUs, custom chips and interconnect lifted combined revenue of the world's top 10 fabless chip designers 73% year over year to more than $141.45 billion in the second quarter of 2026
Verified 2026-11-01
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Chip-design revenue is concentrating in one AI leader, so the whole sector's results now swing heavily on a single company's data-centre sales.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Hardware
- AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
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