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
- Engineer with thousands of fabricated devices pours cold water on photonic crystal modulator yields — jwt0625 · 2026-10-26
- Anthropic S-1 reveals 48 cents of compute cost per dollar of Q2 revenue — nmasc_ · 2026-10-26
- Persistent AI joins UR network to route private AI inference with encrypted, IP-hidden traffic — 0xSammy · 2026-10-26
- Anthropic's disclosed compute commitments: $114.5B Google, $161.2B Broadcom top the list — BenBajarin · 2026-10-26
- SpaceX strikes $40B deal with Apollo Global to lease AI chips and data center hardware — Polymarket · 2026-10-26
- SpaceX AI revenue up 830%, Claude designs 318K antivenom proteins in 64 hours — PeterDiamandis · 2026-10-26