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04.06.26 - 05:06
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Ability wins surprise Japanese OEM camera order, to boost fourth-quarter 2026 revenue (Digitimes)
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Ability said it secured a new OEM order from a long-established Japanese camera brand for the second half of the year, a deal the company expects will begin ramping in the fourth quarter of 2026 and provide a significant revenue boost. The company announced the order alongside a major presence at COMPUTEX 2026, where it highlighted AIoT edge computing, smart city deployments, smart retail, and commercial robotics....
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04.06.26 - 05:06
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Laster posts April profit as it refocuses automotive orders and eyes Mexico plant (Digitimes)
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LED automotive module maker Laster reported a return to profitability in April after restructuring its order mix to emphasize higher-value products. The company announced consolidated April revenue of NT$687 million (US$21.84 million), down 15% year-over-year, and a pre-tax gain of about NT$26 million; net profit after tax was about NT$29 million, with earnings per share of NT$0.24, a 152% increase year-over-year and a marked improvement from a first quarter loss per share of NT$0.67....
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04.06.26 - 03:54
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Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business (Digitimes)
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At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up 143% from a year earlier, and bookings exceeding US$30 billion. CEO Hock Tan said demand for custom accelerators and networking remained "simply insatiable," adding that the company expects AI semiconductor revenue to double in the second half of fiscal 2026 from the first half....
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04.06.26 - 01:18
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Broadcom Crashes After AI Chip Revenue Forecast Misses (ZeroHedge)
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Broadcom Crashes After AI Chip Revenue Forecast Misses
Broadcaom stock is plunging in after-hours trading, after the company reported Q2 results which delivered a disappointing forecast for AI chip revenue, signaling that the company is either progressing more slowly than anticipated in the burgeoning industry, or that unlike its peers, is actually truthful in predicting the potential of the AI bubble.
The historicals were ok: in the fiscal second quarter, which ended May 3, sales rose 48% to $22.2 billion, just barely beating the $22.1 estimate. AI semiconductor revenue was $10.8 billion, also just barely above estimates of $10.7 billion. That category includes custom-built accelerators - the chips used to develop and run AI models - as well as networking semiconductors. Adjusted EPS climbed to $2.44 a share, also modestly beat the median estimate of $2.39.
But the forecast was a problem: AI semiconductor revenue will be $16 billion in the fiscal third quarter, missing analyst estimates of...
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