Computing & Semiconductors
Arm Q2 Revenue Rises 27% as Licensing Growth Outpaces Royalties
Arm Holdings published its fiscal second-quarter results on November 4, 2026, reporting $1.443 billion in revenue for the three months ended September 30, up 27% from $1.135 billion a year earlier. Licensing drove the increase as Arm raised product-development spending…
Qualcomm Keeps $5 Billion Data Center Target as Handset Revenue Falls
Qualcomm reported fourth-quarter and fiscal 2026 results on November 4, 2026, with GAAP revenue for the quarter ended September 27, 2026 down 8% year over year to $10.322 billion. Handset revenue fell 26%, while the company reiterated a $5 billion…
AMD Values Pending Taalas Acquisition at Approximately $2.9 Billion
Advanced Micro Devices disclosed in a quarterly filing published November 4, 2026 that its pending acquisition of Taalas, a developer of specialized AI inference silicon, is a cash-and-stock transaction valued at approximately $2.9 billion. The value includes contingent consideration of…
Vertiv Announces Three-Year Power Chip Supply Agreement With Infineon
Vertiv announced on November 4, 2026, a three-year strategic agreement with Infineon Technologies covering long-term reliable access to and supply of silicon and silicon carbide power semiconductors. The components will support Vertiv’s global power product portfolio, including next-generation 800 VDC…
Analog Devices Closes Alif Deal With $1.35 Billion Upfront Cash
Analog Devices announced on November 3, 2026 that it had completed its acquisition of Alif Semiconductor, adding an AI-native microcontroller and fusion-processor business to its sensing, signal-processing, power, connectivity and application-software portfolio. The definitive agreement announced on September 9, 2026…
Supermicro Posts $19.9 Billion in Revenue as Operations Use Cash
Super Micro Computer reported preliminary results for the first quarter of fiscal 2027 on November 3, 2026, with unaudited net sales of $19.9 billion for the period ended September 30, 2026, up from $11.1 billion in the preceding quarter and…
AMD Q3 Revenue Rises 45% as Data Center Sales Nearly Double
AMD announced its third-quarter 2026 results on November 3, 2026, reporting revenue of $13.377 billion for the quarter ended September 26, up 45% from $9.246 billion a year earlier, as Data Center sales nearly doubled. GAAP operating income rose 123%…
Modine Raises Core Revenue Outlook as Data Center Sales Rise 95%
Modine Manufacturing reported fiscal second-quarter 2027 results on November 3, 2026, with net sales for the quarter ended September 30, 2026 rising 35% to $994.4 million and Data Centers revenue increasing 95%. The company also raised its revenue expectations for…
Skyworks Q4 Profit Falls to $23 Million in Final Standalone Quarter
Skyworks Solutions reported fiscal fourth-quarter results on November 3, 2026: net income fell to US$23.4 million from $141.4 million a year earlier, and the company issued its first quarterly outlook as a combined company following the Qorvo transaction. Revenue for…
Opera Desktop Users Reach 100 Million as Q3 Revenue Climbs 20%
Opera announced on November 3, 2026 that its desktop browser reached 100 million monthly active users in October 2026 and previewed third-quarter 2026 revenue of US$182.8 million, up 20% year over year and at the top of its $181 million…
Apple Inventory Rises as Annual Operating Cash Flow Climbs
Apple announced its fiscal fourth-quarter results on November 2, 2026, reporting a much larger inventory balance alongside higher sales and earnings. The accompanying financial statements put inventories at $14.541 billion on September 26, compared with $5.718 billion a year earlier.…
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…
