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CoreWeave (CRWV.O) CFO said the company raised its full-year 2026 revenue forecast to $12.4-$13.2 billion.
2026-08-12
CoreWeave (CRWV.O) CFO said the company raised its full-year 2026 revenue forecast to $12.4-$13.2 billion.
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2026-08-12
Foxconn: Strong demand for artificial intelligence is expected to drive growth throughout the year.
Foxconn: Strong demand for artificial intelligence is expected to drive growth throughout the year.
2026-08-12
Omdia says sustained AI demand outstripping global supply has driven strong DRAM and NAND growth and prompted it to lift its 2026 global semiconductor revenue forecast to +94.1% YoY. Memory ICs are expected to account for over 50% of total semiconduc
Omdia says sustained AI demand outstripping global supply has driven strong DRAM and NAND growth and prompted it to lift its 2026 global semiconductor revenue forecast to +94.1% YoY. Memory ICs are expected to account for over 50% of total semiconductor revenue in 2026. Omdia warns AI demand already exceeds current chip fabrication and packaging capacity; bottlenecks in HBM, advanced packaging and leading‑edge process capacity are expected to persist at least through 2027.
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