Quarterly earnings across more than 80 semiconductor companies were broadly positive, with only two firms in negative territory and 11 posting triple-digit year-over-year revenue growth. The strongest results came from businesses exposed to AIartificial intelligence infrastructure, memory, advanced packaging, test services, and leading-edge manufacturing.
The earnings pattern suggests that the current AIartificial intelligence-driven demand wave is reaching multiple parts of the chip supply chain rather than concentrating on a small set of vendors. Companies linked to HBM1. human body modelESD test model that simulates a person discharging static electricity into a component.2. High Bandwidth MemoryHBM is a stacked DRAM architecture designed to provide very high memory bandwidth., data centers, and AIartificial intelligence accelerators generally delivered the most pronounced growth, while handset- and consumer-related businesses were more mixed.
The figures are based on each company’s most recently reported quarterly results and use reported revenue in U.S. dollars for consistency. For companies that report in other currencies, the dollar values were converted from the primary reporting currency, and year-over-year growth reflects the companies’ reported percentage changes in those currencies unless noted otherwise.
The review also highlights that the quarter was strong across chip industry sectors overall, not only in the most visible AIartificial intelligence names. At the same time, the source notes that the figures are informational only and should not be used for trading decisions.