米アドバンスト・マイクロ・デバイセズ（AMD）が発表した第1四半期決算は、人工知能（AI）向けサーバーチップの好調な売上を追い風に収益が38％増加し、市場予想を上回った。
同社は第2四半期の力強い見通しと、将来のCPU需要に対する強気な見解を強調した。経営陣は、サーバーCPU市場が今後年平均35％以上の成長を続け、2030年までに1200億ドル規模に達すると予測している。一方、UBSのアナリストは、同期間の潜在的な市場規模（TAM）はさらに大きく、1700億ドルに達すると予測している。
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Dell Technologies reported robust results that drove its stock up more than 30 percent. The company raised its fiscal 2027 revenue guidance by 27 billion dollars and nearly 5 dollars in earnings per share. Artificial intelligence server revenue jumped 757 percent year over year.
Nvidia posted record first-quarter revenue of 81.62 billion dollars, beating Wall Street expectations as artificial intelligence infrastructure demand surged. The results lifted shares of some bitcoin miners with data center exposure.
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Analysts highlight early competitive pressures on TSMC as major clients explore alternatives.
Samsung Electronics confirmed record Q1 sales of 133.87 trillion won and operating profit of 57.23 trillion won on April 30, slightly beating its earlier guidance of 133 trillion won in sales and 57.2 trillion won in OP. The results, up 69% and 756% year-on-year, were fueled by AI-driven memory chip demand, with net profit jumping over fivefold to 47.22 trillion won.
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South Korean chipmakers Samsung and SK Hynix reported combined profits of $59.7 billion for the March 2026 quarter. The figure tops the aggregate earnings of all listed Indian companies in any previous quarter. Strong demand for memory chips tied to artificial intelligence drove the results.
Microsoft has outlined a $190 billion capital expenditure budget for artificial intelligence in fiscal year 2026. The plan highlights ongoing heavy investments in AI amid competitive pressures in the sector. Analysts express caution over the sustainability of such spending.