SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints and shifting customer buying patterns. The South Korean chipmaker said it is expanding long-term agreements with major customers to lock in demand and support investment planning. The company also expects HBM and DRAM to remain key growth drivers into the second half of 2026.
Italy and the US are set to sign a cooperation agreement tied to the US-led Pax Silica initiative on July 31, as Rome expands efforts to secure critical raw materials and semiconductor supply chains.
Qualcomm is moving more aggressively into data centers and automotive technology, aiming to reduce its dependence on smartphones and build new growth engines. The company is betting that custom AI silicon, server products, and long-term vehicle deals will help offset softer Apple revenue and position it deeper in infrastructure.
Qualcomm is raising prices across its product portfolio and accelerating a shift beyond smartphones as higher memory and manufacturing costs squeeze margins and Apple-related revenue falls. The company is leaning on automotive, data center, and Android demand to support growth while it works to offset a weaker premium handset mix.
Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and expects silicon sales to become a separately reported revenue category in fiscal 2028. The change would give Arm a third reported revenue line alongside licensing and royalties as it expands from supplying processor designs to selling complete chips.
Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating profit of KRW89.2 trillion (approx. US$61.6 billion) on sales of KRW127.5 trillion (approx. US$88.1 billion) — a 70% operating margin — as the AI-driven memory supercycle intensified.
