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MCHP Q3 Deep Dive: Strategic Shift to AI Data Centers Amid Inventory Headwinds
Analog chipmaker Microchip Technology (NASDAQ:MCHP) in Q3 CY2025, but sales fell by 2% year on year to $1.14 billion. On the ...
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Microchip outlines $1.129B Q3 sales target and strategic data center shift as inventory normalizes
Q2 2026 Management View CEO Steve Sanghi reported "6% sequential sales growth, net sales were up sequentially in Americas and ...
AI cloud giant CoreWeave faces capacity shortages following development delays from a third-party data center firm.
AMD’s third quarter results were shaped by robust demand in its data center and AI businesses, as well as strong sales of ...
In a shift, the world will spend $40 billion more on new data centers this year than it will on finding new sources of oil.
The CEOs of OpenAI and Microsoft are betting that AI will continue to consume more electricity, but they're not sure how much ...
The world's largest tech companies are on track to devote as much as $400B this year to data centers and chips as they race to build out artificial intelligence. The spending spree is single-handedly ...
Microsoft's new data center in Mount Pleasant, Wisconsin, is set to become one of the world's most powerful supercomputers. The facility will employ a closed-loop water system for cooling, though its ...
Any list of top AI stocks has to start with the biggest of the bunch, Nvidia (NASDAQ: NVDA). Nvidia's share in the data ...
Lattice Semiconductor’s third quarter results were met with a negative market reaction, despite the company meeting Wall Street’s expectations for both revenue and non-GAAP profit. Management ...
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