Microchip Tech forecasts upbeat quarterly revenue on strong demand

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How it spread - 42 original reports

1. Thu, 6 August 2026

   1 report
   • Channel News Asia21:53first to report
     Microchip Tech forecasts upbeat quarterly revenue on strong demand
2. Tue, 11 August 2026

   2 reports
   • Channel News Asia20:09
     Super Micro forecasts upbeat annual revenue on AI boom
   • Channel News Asia20:09
     Super Micro forecasts upbeat annual revenue on data center adoption
3. Wed, 12 August 2026

   1 report
   • indiatimes.com04:15
     Super Micro Computer: Super Micro forecasts upbeat annual revenue on data center adoption

     AI infrastructure firms have seen demand surge as tech and ​cloud companies ramp up data center investments to support AI applications.

4. Fri, 14 August 2026

   1 report
   • South China Morning Post05:00
     SMIC weighs more capacity as AI-related chip demand exceeds forecasts

     Semiconductor Manufacturing International Corporation (SMIC) is actively looking at adding equipment in its factories after demand for mature-node chips used alongside AI processors surged beyond expectations, according to company management. China’s largest contract chipmaker said on Friday that customer orders had increased significantly from its forecasts earlier this year, driven by a global artificial intelligence infrastructure boom that was triggering shortages across AI-related...

5. Wed, 26 August 2026

   1 report
   • Channel News Asia21:10
     Synopsys raises annual forecasts on AI-driven chip design software demand
6. Tue, 1 September 2026

   1 report
   • Channel News Asia20:11
     Dell again lifts forecasts as AI demand powers record results
7. Wed, 2 September 2026

   5 reports
   • Channel News Asia09:25
     Dell shares gain after strong AI server demand boosts annual forecast
   • thenews.com.pk13:38
     Dell shares spike as surging AI server demand spurs record forecast raise

     Dell Technologies raised its full-year fiscal 2027 revenue forecast by a massive $25 billion and bumped its adjusted earnings outlook, propelled by an unprecedented wave of AI server orders.AI...

   • Channel News Asia20:07
     HPE raises annual forecasts as AI, networking demand lifts quarterly revenue
   • Channel News Asia20:07
     HPE raises forecasts on AI demand, shares fall on supply concerns
   • Channel News Asia20:11
     Snowflake lifts annual product revenue forecast, shares soar
8. Thu, 3 September 2026

   2 reports
   • newser.com01:58
     Investors Welcome Signs of Rising Demand for AI

     Dell jumps 15.8% on a winning day for markets

   • blocksandfiles.com13:02
     AI adds impetus to NetApp revenue rise

     The AI revenue boost NetApp enjoyed in its May earnings has accelerated with record breaking $2 bill ...

9. Tue, 8 September 2026

   1 report
   • Channel News Asia21:52
     Cognition AI raises $2 billion at $48 billion valuation
10. Wed, 9 September 2026

    6 reports
    • themarketsdaily.com01:02
      Super Micro Computer Sees AI Demand Driving Growth, Diversification and Cash Flow

      Super Micro Computer (NASDAQ:SMCI) said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts. Speaking at Citi’s Technology Conference, Michael Staiger, Super Micro’s senior vice president of corporate development, said the company’s fiscal […]

    • ibtimes.com.au15:16
      AMD Stock Climbs After Management Lifts 2027 Data Center Outlook Toward $70 Billion in AI Sales

      AMD anticipates doubling its data-center sales to $70 billion by 2027, driven by AI market growth and increased demand for GPUs and CPUs, despite challenges in supply constraints.

    • Channel News Asia16:19
      STMicro's 2027 AI revenue to be four-fifths optics, CFO says
    • aol.com21:28
      NetApp (NTAP) Q1 2027 Earnings Call Transcript

      Revenue surged 30% year-over-year to $2.03 billion, driven by AI and cloud demand.

    • aol.com21:28
      HPE (HPE) Q3 2026 Earnings Call Transcript

      AI infrastructure demand drives record quarterly results and expanded guidance.

    • aol.com21:59
      Ambarella (AMBA) Q2 2027 Earnings Call Transcript

      Record edge AI revenue and $22.9B SAM forecast drive growth outlook.

11. Thu, 10 September 2026

    7 reports
    • digitimes.com03:57
      Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans

      Chinese CPU maker Loongson recently announced a CNY2.3 billion (approx. US$342.7 million) capital increase, with the funds mainly going into information technology chips and core CPU and GPU technologies. More than CNY1.4 billion is allocated to CPU-related projects, making it the largest investment area in the fundraising plan.

    • Channel News Asia15:47
      AI chip startup Positron's valuation skyrockets in latest funding round
    • Channel News Asia20:13
      Adobe beats third-quarter revenue estimates on AI product demand
    • Channel News Asia20:13
      Adobe beats third-quarter revenue estimates
    • Channel News Asia20:17
      Oracle's quarterly revenue beats estimates as AI boom drives cloud demand
    • Channel News Asia20:17
      Oracle tops estimates as AI demand tempers cash-burn fears
    • Channel News Asia21:53
      Pentagon in talks to lend $5 billion to AI cloud startup Fluidstack, WSJ reports
12. Fri, 11 September 2026

    5 reports
    • Channel News Asia09:01
      Oracle shares rise as AI cloud backlog beats estimates
    • 247wallst.com13:31
      Oracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4%

      Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

    • Google News - Top Stories15:05
      Oracle stock trims gains as AI cloud demand outpaces supply

      Oracle stock trims gains as AI cloud demand outpaces supply Yahoo Finance Oracle Announces Q1 Results Driven by Triple Digit Growth in Cloud Infrastructure Revenues Oracle - Investor Relations Oracle Posts Higher Profit, Revenue on Continued Cloud Infrastructure Strength WSJ Oracle Posts Cloud Sales That Top Estimates on AI Demand Bloomberg.com Oracle Stock Is Rising. Why It’s So Much More Than a Bet on OpenAI. barrons.com

    • Google News - Top Stories18:13
      Oracle Nearly Erases 7% Jump Despite $664 Billion AI Backlog

      Oracle Nearly Erases 7% Jump Despite $664 Billion AI Backlog Yahoo Finance Oracle Announces Q1 Results Driven by Triple Digit Growth in Cloud Infrastructure Revenues Oracle - Investor Relations Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print Yahoo Finance Oracle Posts Higher Profit, Revenue on Continued Cloud Infrastructure Strength WSJ Oracle Posts Cloud Sales That Top Estimates on AI Demand Bloomberg.com

    • Channel News Asia23:23
      AI startup Discovery Loop seeks around $50 billion valuation, Business Insider reports
13. Sat, 12 September 2026

    2 reports
    • webpronews.com01:02
      Oracle's $664 Billion Promise: AI Demand Soars But Cash Burns Faster

      Oracle reported $19.3B revenue and a record $664B backlog fueled by AI demand, with cloud infrastructure up 121%. Yet heavy $28.5B capex drove negative free cash flow, raising questions about conversion speed and long-term profitability. The company insists customer prepayments will ease the burden.

    • theepochtimes.com15:15
      AI Is Still Booming. What Is the Market Pricing In?

      AI spending is still expanding, and some chip companies tied to the buildout are producing unusually strong profits while their stocks trade at modest earn...

14. Mon, 14 September 2026

    3 reports
    • Channel News Asia07:04
      Firmus seeks to raise up to $5 billion in Australian IPO, Bloomberg reports
    • Channel News Asia07:04
      Firmus seeks to raise up to $5 billion in Australian IPO, sources say
    • Channel News Asia14:14
      ASML examining ways it can make more than 110 EUV tools in 2028, JPMorgan says
15. Tue, 15 September 2026

    4 reports
    • newswit.com11:15
      Thai businesses expect AI investment and return to accelerate, SAP research finds - newswit

      A new study by SAP SE (NYSE: SAP) and Oxford Economics has revealed that Thai businesses are seeing growing returns from AI as investment and adoption accelerate, with companies expecting AI ROI to…

    • Channel News Asia13:02
      Delos Data, a chip startup founded by Intel veterans, raises $100 million for AI networks
    • Channel News Asia18:22
      AI coding agent startup Factory triples valuation to $5 billion in latest funding round
    • Channel News Asia22:40
      OpenAI mulls funding round at $1.2 trillion valuation ahead of IPO, FT reports