Q1 2026 Quarterly Market Insights - Flipbook - Page 10
Company - Specific Updates
AMD
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Advanced Micro Devices unveiled new Instinct MI400-series AI accelerators and Helios rack-scale
systems at CES 2026 to strengthen its data-centre AI portfolio.
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The company signed a multi-year AI chip supply agreement with Meta worth up to $60 billion, deploying
Instinct GPUs and EPYC “Venice” CPUs for large-scale AI infrastructure.
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Advanced Micro Devices launched Ryzen AI 400 Series processors for AI-enabled PCs, with systems from
major OEMs starting availability in Q1 2026.
Analog Devices
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ADI reported fiscal Q1 2026 revenue of about $3.16 billion, up ~30% YoY and beating expectations, with
strong bookings across industrial and data-center markets.
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The company raised its quarterly dividend by 11% to $1.10, marking 22 consecutive years of increases,
following robust Q1 performance.
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ADI guided for even stronger Q2 2026 results with revenue near $3.5 billion, boosted by resilient demand
from AI-related and industrial end markets.
Broadcom
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Broadcom reported record Q1 FY2026 revenue of $19.3 billion with AI semiconductor sales up 106%
year-over-year and strong guidance for Q2.
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The company projected AI chip revenue exceeding $100 billion by 2027 on robust custom silicon
demand from hyperscale customers.
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Broadcom authorized a new $10 billion share repurchase program alongside accelerating AI and
networking product demand.
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