Overview
- AMD said its sixth‑generation EPYC “Venice” server processors began generating revenue in the third quarter and that first OEM systems based on Venice are expected to ship in the fourth quarter, with the company citing Venice and Helios rack systems as near‑term growth drivers.
- Super Micro reported a record fiscal 2027 Q1 with $19.9 billion in net sales and $1.594 billion GAAP net income, and the company raised near‑term revenue and EPS guidance on continued demand for AI‑optimized servers.
- Nanya posted outsized first‑three‑quarter profits after DRAM contract price resets pushed average selling prices sharply higher, and the company outlined expansion plans including a new Linkou fab build‑out and advanced packaging capacity.
- Coherent posted a record quarter driven by optical interconnect sales, reported strong profitability and gave aggressive revenue guidance tied to cloud providers shifting from copper to fiber links for AI data centers.
- GlobalFoundries delivered a Q3 GAAP loss but was selected to supply and operate two new wafer fabs in Malta, New York under a large government‑backed funding framework, underscoring how CHIPS‑era incentives are steering costly onshore capacity expansion.