Chip equipment makers finally cross 2022 revenue peaks, Q3 run-rate strong
zephyr_z9 · x · 2026-09-07
Four years on, semiconductor equipment manufacturers are crossing their 2022 revenue peaks, with the Q3 run-rate looking like a standout quarter per @ChipsandWafers — a key signal of AI-driven compute supply-chain demand.
More from Infra
- Energy and the power grid, not chips, are the real bottleneck for AI at 400k-GPU scale — kimmonismus · 2026-09-07
- Signing TLS handshakes inside a TPM to protect machine identity — jedisct1 · 2026-09-07
- GLM 5.3 and Qwen 3.8 now run really well locally on single desktops — jasonkneen · 2026-09-07
- Same RTX 5080, 70% slower: renting GPUs across regions can silently cost you speed — Grouchy_Television75 · 2026-09-07
- Adding an RTX 2000 Ada 16GB (75W) to a gaming PC for local LLM inference under a 700W PSU — tableball35 · 2026-09-07
- All paths lead to neocloud: seven flavors of companies now selling AI compute — vaibhavbetter · 2026-09-07