Chips

the default AI chip

$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total

Is designing its own AI chip with Broadcom, to run beside its Nvidia and AMD systems.

About $13B revenue in 2025, against about $34B of costs (reported)

its own AI chips

25% of AI chip supply (Epoch AI)

its own AI chips

5% of AI chip supply (Epoch AI)

designs custom chips for the big clouds

AI chip revenue $16.7B in a quarter, up 221%

Makes fast inference chips for running models, built around its own LPU design.

$3.5B in a 2026 round that followed its Nvidia licensing deal

Makes very large single-chip AI systems built for fast answers from models.

$510M in 2025, with $87.9M net income

Designs custom AI chips for large cloud customers, and the optical chips that link data centres.

$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%

Licenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.

$4.92B for the year to March 2026, a record

Sells chip-design software and design blocks used to build AI and other chips.

$1.58B in the quarter to June 2026, up 24.2%. Full-year 2026 guidance about $6.3B

Sells the software that engineers use to design and check AI chips, plus the chip building blocks they reuse.

$2.477B in the quarter to July 2026 (fiscal Q3 2026), up from $1.740B a year earlier. Full-year guidance about $9.7B

the main GPU rival

Deal to supply up to 6 GW of chips to OpenAI from late 2026

Designs AI chips and systems for running large models for companies and governments.

About $11B after a round of about $1B (July 2026)

Designs chips built only for running transformer models, the design behind most current AI.

$500M Series B round in January 2026

Designs AI chips and open source chip designs, led by chip designer Jim Keller.

AI memory

33% of the AI memory market (Q2 2026)

leading maker of AI memory (HBM)

76% operating margin in Q2 2026. 50% of the memory market

makes most advanced AI chips

Up to $54.3B sales in one quarter. Profit up 69%

Makes the testers that check AI chips and memory before they ship.

About 1.13 trillion yen for fiscal 2026, up about 45% (reported)

Packages and tests chips for AI, including the 2.5D and fan-out packaging that joins GPUs to memory.

Record $1.68B in Q1 2026, with advanced products $1.37B up 29%

Makes the etch and deposition machines used to build AI memory and advanced chips.

$6.72B in fiscal Q4 2026 (reported late July 2026), up 30%

AI memory

Record $41.46B in fiscal Q3 2026 (reported)

the only maker of the machines that print the smallest chips

Raised guidance three times this year. Customers asking about 2029 and 2030

The largest outsourced chip packaging and testing firm, expanding its advanced packaging for AI.

Assembly, testing and materials revenue up nearly 30% to a record in Q1 2026

Makes CPUs and runs Intel Foundry, which is trying to become a contract chipmaker for others.

The US government holds a 9.9% stake (since August 2025)

Sells the machines that deposit and shape the layers of AI chips and memory.

Makes the bonding machines that stack the layers of high-bandwidth memory.

Makes inspection and measurement tools that find defects in chips while they are being made.

China's largest contract chipmaker, producing advanced chips for Chinese AI designers under US export limits.

Makes coating, etching and cleaning machines used in chip factories, including for AI memory.