9 時間前 · Analysts polled by FactSet estimate that the combined sales from Nvidia, Intel, Broadcom, AMD and Qualcomm will top $538 billion.

12 時間前 · Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 Published …

23 時間前 · On the other hand, Mortonson said he sees AMD's non-AI chips business continuing to take share from Intel (INTC) in the market for traditional server chips.

Wall Street Journal: Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 — …

2024年2月13日 · Ahead of Nvidia Corp.’s (NASDAQ:NVDA) quarterly results, due on Feb. 21, and Broadcom, Inc.’s (NASDAQ:AVGO), due on March 7, channel checks revealed tight supplies of …

2025年11月11日 · AMD's Instinct MI400 and Instinct MI500 accelerators will set the stage for an epic battle in the AI segment against NVIDIA.

5 日前 · The market is highly concentrated, with the top three vendors controlling 95–96% of global revenue and NVIDIA alone holding 80–92% of AI accelerator share. Looking ahead, …