Computing & Semiconductors
Marvell Agrees to Acquire Lumentum in $115 Billion All-Stock Deal
Marvell Technology and Lumentum announced on November 2, 2026 that they have entered into a definitive agreement for Marvell to acquire Lumentum in an all-stock transaction with an implied enterprise value of $115 billion. Under the terms of the agreement,…
Tower Semiconductor Q3 Revenue Climbs 33% to Record $526 Million
Tower Semiconductor reported record third-quarter 2026 results on November 2, 2026, with revenue of $526 million, up 33% from $396 million a year earlier, and issued record fourth-quarter revenue guidance of $600 million that Chief Executive Russell Ellwanger said would…
Mobilint REGULUS SoC Marks First Production Deployment of Ceva NeuPro NPU
Ceva, Inc. announced on November 2, 2026 that Mobilint, an AI semiconductor company, has deployed Ceva’s SensPro AI DSP and NeuPro-Nano NPU in Mobilint’s REGULUS edge AI System-on-Chip (SoC). Ceva’s announcement describes the design as the first production deployment of…
Fujifilm to Invest 10 Billion Yen to Raise Tape Capacity Fivefold
FUJIFILM Corporation has decided to invest approximately 10 billion yen at its Kanagawa Factory, Odawara Site to increase production capacity for data storage magnetic tape by approximately five times, the company announced on October 29, 2026. The capacity increase is…
Intel Q3 Revenue Rises 21% as Data Center and AI Sales Jump 78%
Intel Corporation on October 29, 2026 reported third-quarter revenue of US$16.5 billion, up 21% from a year earlier, and forecast fourth-quarter revenue of $15.0 billion to $16.0 billion, according to the company’s third-quarter earnings release. The results cover the quarter…
Monolithic Power Systems Q3 Revenue Tops $1 Billion for First Time
Monolithic Power Systems reported record revenue of $1,202.4 million for the third quarter ended September 30, 2026, a 63.1% increase from the $737.2 million it reported a year earlier and 22.6% above the $980.6 million it reported for the second…
Mobileye Narrows 2026 Revenue Guidance as Q3 Sales Slip 2%
Mobileye Global Inc. on October 29, 2026 released its financial results for the three months ended September 26, 2026, reporting third-quarter revenue of $492 million, down 2% from $504 million a year earlier, and narrowing its full-year 2026 revenue guidance…
Silicom Q3 Revenue Rises 71% as Earnings Return to Non-GAAP Profit
Silicom Ltd. on October 29, 2026 reported financial results for the third quarter ended September 30, 2026, posting revenue of $26.7 million, up 71% from $15.6 million in the same quarter of 2025, and a return to non-GAAP profitability. The…
KLA Posts Fiscal Q1 Revenue of $4.14 Billion Above Guidance Midpoint
KLA Corporation on October 28, 2026 announced financial results for its fiscal 2027 first quarter, which ended September 30, 2026, reporting GAAP net income of $1.55 billion, or $1.18 per diluted share, on revenue of $4.14 billion. Revenue was above…
Silicon Motion Q3 Revenue Rises 131% to $560.2 Million
Silicon Motion Technology Corporation reported net sales of $560.2 million for the quarter ended September 30, 2026, an increase of 24% from the second quarter of 2026 and 131% from the year-ago quarter, according to the company’s third-quarter earnings release.…
Equinix Raises 2026 Guidance as Q3 Bookings Hit Record $533 Million
Equinix reported third-quarter 2026 results on October 28, 2026, posting revenue of $2.571 billion, an 11% increase over the same quarter of the previous year on an as-reported basis, and raised its full-year 2026 guidance for the third consecutive quarter,…
Dropbox to Cut 9% of Workforce as CTO Ali Dasdan Steps Down
Dropbox announced on October 28, 2026 that it is reducing its global workforce by approximately 9%, or about 200 roles, and that Chief Technology Officer Ali Dasdan will step down effective November 18, 2026. The company disclosed the changes in…
Moore Threads Q3 Revenue Rises 1,773.92% as Net Profit Turns Positive
Moore Threads Intelligent Technology (Beijing) Co., Ltd. reported third-quarter 2026 revenue of 1,552,307,664.26 yuan (RMB), up 1,773.92% from a year earlier, and net profit attributable to shareholders of RMB 49,260,412.76, swinging from a loss, according to the company’s unaudited third-quarter…
ACM Research Expects Q3 Revenue of $360 Million to $365 Million
ACM Research, Inc. on October 28, 2026 announced expectations for preliminary unaudited revenue of $360 million to $365 million for the third quarter of 2026, a range the company said would represent year-to-year growth of 34% to 36%. The Fremont,…
AMD EPYC CPUs and Pensando DPUs to Power New Oracle Cloud Instances
AMD said on October 27, 2026, that Oracle Cloud Infrastructure (OCI) Compute E7 instances will be powered by 6th Gen AMD EPYC server processors and that Oracle Acceleron converged network interface cards incorporate AMD Pensando data processing units (DPUs) for…
