Q2 2026 Market Insights 1 - Flipbook - Page 10
Company - Specific Updates
AMD
•
AMD reported stronger AI and server processor demand supported by advanced 2nm manufacturing
capacity at TSMC.
•
The semiconductor company expanded its AI accelerator portfolio to strengthen its position in
hyperscale data centres.
•
Improved enterprise investment in cloud and AI infrastructure continued supporting AMD’s
growth momentum.
Analog Devices
•
Analog Devices confirmed additional pricing adjustments across analogue and industrial product lines
amid ongoing supply constraints.
•
The company saw stronger demand linked to automotive electrification and industrial
automation projects.
•
ADI continued investing in high-margin power management and mixed-signal technologies.
Broadcom
•
Broadcom expanded its long-term custom AI chip partnership with Meta through 2029.
•
The company continued benefiting from robust demand for AI networking and custom
ASIC technologies.
•
Growth in advanced switching solutions further strengthened Broadcom’s AI data centre business.
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