Japanese semiconductor equipment maker Disco reported robust growth in its AI-related business, while Intel surprised the market with strong earnings fueled by a surge in CPU demand.
Disco's outlook for fiscal year 2027 points to increasing orders from generative AI applications and OSAT (outsourced semiconductor assembly and test) customers. The company's steady expansion in AI-linked segments underscores the broader trend of AI driving semiconductor demand.
Intel's quarterly results featured an unexpected jump in server CPU sales, attributed to rising AI workloads. The company's data center group benefited from enterprises upgrading infrastructure to support AI and machine learning models.
Both companies highlight how AI is reshaping the semiconductor landscape, with Disco capitalizing on advanced packaging needs and Intel leveraging its CPU dominance for AI inference.
Source: Rakuten Securities Toushil