GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial results for the third quarter ended September 30, 2026.

Key Third Quarter Financial Highlights

• Revenue of $1.899 billion
• Gross margin of 30.1% and Non-IFRS gross margin of 31.4%
• Operating margin of 12.1% and Non-IFRS operating margin of 17.9%
• Net income (loss) of $(270) million and Non-IFRS net income of $298 million
• Diluted earnings (loss) per share ("EPS") of $(0.49) and Non-IFRS EPS of $0.53
• Non-IFRS adjusted EBITDA of $647 million
• Ending cash, cash equivalents and marketable securities of $3.2 billion
• Net cash provided by operating activities of $341 million and Non-IFRS adjusted free cash flow of $136 million

AMD (NASDAQ:AMD) today announced financial results for the third quarter of 2026. Third quarter revenue was $13.4 billion, gross margin was 54%, operating income was $2.8 billion, net income was $2.4 billion and diluted earnings per share was $1.46. On a non-GAAP basis, gross margin was 56%, operating income was $3.9 billion, net income was $3.5 billion and diluted earnings per share was $2.09.

Dr. Lisa Su, AMD chair and CEO"We delivered a record quarter with revenue exceeding the high end of our guidance as Data Center segment sales nearly doubled year-over-year. Demand for our Instinct and EPYC products continued to strengthen, and we expect growth to accelerate further in the fourth quarter as we scale Helios and 'Venice' production. With our leadership product portfolio and deep customer and supply chain relationships, we are confident in our ability to sustain very strong revenue growth and expanding profitability over the coming years."

Sandisk Corporation (Nasdaq: SNDK) today reported fiscal first quarter financial results.

David Goeckeler, Chairman and Chief Executive Officer of Sandisk"We have started fiscal year 2027 with another quarter of strong performance, with robust and growing demand for our products driving outpaced growth in our data center business. We are executing on the strategy that we outlined at Investor Day, delivering growing and durable free cash flow through our technology leadership, deep customer partnerships, and disciplined financial management."

Intel Corporation today reported third-quarter 2026 financial results.

Lip-Bu Tan, Intel CEO"Our Q3 results demonstrate improving execution, meaningful progress expanding supply and continued advancement of our process technology. Despite near-term headwinds across the PC industry, demand for our CPUs remains robust, reinforcing our confidence in the long-term growth opportunities for our business. Our immediate priority is to unlock additional supply to meet extraordinary demand for our Xeon family, while strengthening our product portfolio and roadmap. We are moving with urgency and focus to capitalize on these opportunities to deliver sustainable growth and long-term shareholder value."

SIX Swiss Exchange Ad hoc announcement pursuant to Art. 53 LR—Logitech International (SIX: LOGN) (Nasdaq: LOGI) today announced financial results for the second quarter of Fiscal Year 2027.

• Sales were $1.22 billion, up 3 percent in US dollars and 2 percent in constant currency, compared to Q2 of the prior year.
• GAAP gross margin was 44.9 percent, up 150 basis points compared to Q2 of the prior year. Non-GAAP gross margin was 45.2 percent, up 140 basis points compared to Q2 of the prior year.
• GAAP operating income was $201 million, up 5 percent compared to Q2 of the prior year. Non-GAAP operating income was $231 million, up 0.4 percent compared to Q2 of the prior year.
• GAAP earnings per share (EPS) was $1.25, up 9 percent compared to Q2 of the prior year. Non-GAAP EPS was $1.51, up 4 percent compared to Q2 of the prior year.
• Cash flow from operations was $164 million. The quarter-ending cash balance was $1.51 billion.
• The Company returned $406 million of cash to shareholders in the quarter through its annual dividend and share repurchases.

Seagate Technology Holdings plc (NASDAQ: STX) (the "Company" or "Seagate"), a leading innovator of mass-capacity data storage, today reported financial results for its fiscal first quarter ended October 2, 2026.

Dave Mosley, Seagate's chair and chief executive officer"Seagate delivered another quarter of record profitability and our highest ever free cash flow in the September quarter, demonstrating the earnings power of our business amid a strengthening demand environment. Data creation, retention and reuse continue to compound storage demand with long term customer demand visibility reinforcing our view of a multi-year growth phase. Our HAMR-based technology roadmap enables us to address growing exabyte demand through areal density gains while maintaining supply discipline. Combined with our value-based pricing strategy and strengthened balance sheet, we believe Seagate can deliver profitable growth, strong cash generation and increased shareholder returns over the long term."

Western Digital Corporation (Nasdaq: WDC) today reported fiscal first quarter 2027 financial results for the period ended October 2, 2026.

Irving Tan, CEO of WD"Fiscal 2027 is off to a strong start, with results exceeding expectations, driven by robust customer demand and disciplined execution. In our fiscal first quarter, revenue grew 55% year over year, non-GAAP gross and operating margins expanded to 58.1% and 49.1%, respectively, resulting in a 161% year-over-year increase in non-GAAP EPS. Reflecting our confidence in the business and our commitment to return capital to shareholders, we are raising our quarterly cash dividend by 17% to $0.175 per share. We are executing well through our technology transitions to meet the growing demand for storage. As we deepen our customer relationships, broaden the customer base to new areas of the market, and extend our visibility into future demand, we are building an increasingly durable foundation for long-term value creation."

LG Display today reported unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending September 30, 2026.

• Revenues in the third quarter of 2026 increased by 12% to KRW 6,277 billion from KRW 5,612 billion in the second quarter of 2026 and decreased by 10% from KRW 6,957 billion in the third quarter of 2025.
• Operating profit in the third quarter of 2026 was KRW 250.6 billion compared with the operating loss of KRW 107.7 billion in the second quarter of 2026 and with the operating profit of KRW 431 billion in the third quarter of 2025.
• EBITDA in the third quarter of 2026 was KRW 1,214 billion, compared with EBITDA of KRW 872 billion in the second quarter of 2026 and KRW 1,424 billion in the third quarter of 2025.
• Net profit in the third quarter of 2026 was KRW 756 billion, compared with the net loss of KRW 419 billion in the second quarter of 2026 and with the net profit of KRW 1.3 billion in the third quarter of 2025.

IBM (NYSE: IBM) today announced third-quarter 2026 earnings results.

Arvind Krishna, IBM chairman, president and chief executive officer"Disciplined execution throughout the quarter drove accelerated revenue growth and strong free cash flow. Our clients are now deploying Super Intelligence in ways that transform entire operating models, instead of simply addressing narrow or novel problems. IBM's technology and expertise are helping organizations drive growth and serve customers with greater speed, precision and efficiency than ever before. For the full year, we continue to expect constant currency revenue growth in the range of four-to-five percent, and we now expect free cash flow to increase by more than $1 billion year-over-year."

Epic Games released a preview of its rebuilt, "vibe coded" Epic Games Launcher on October 14, and took a direct shot at Steam while at it. Epic's own chart shows the new launcher cold starting in 5.47 seconds against 10.07 seconds for Steam, which the company bills as 46% faster. That lead apparently didn't last long, as a clip posted by user girlglock_ on X shows the current Steam client starting in 5.23 seconds. Although it might seem like it at first, this isn't a rushed reply from Valve. The stable Steam Client Update that lists "Improved Steam Client startup performance" is dated October 13, a day before Epic's announcement, and Steam's beta client was already getting startup improvements back in September. Valve hasn't shared any numbers for it, though.

Epic's figures, on the other hand, come from testing it commissioned from Keywords Studios earlier this month, averaging five runs on 13 machines with the three lowest-end systems left out, so they were probably taken on an older Steam build. Results will vary from one PC to the next, of course. Epic's launcher is also light on features for now, and the company advises competitive Fortnite and Rocket League players to stay on the current launcher during the preview. It does run natively on Linux, with Fortnite set to follow once Epic finishes rebuilding its anti-cheat, and the vibe coding part fits Epic's recent shift to AI-first development. Readers are advised to treat both sets of startup numbers as rough guides.

Nanya Technology Corporation ("NTC", TWSE: 2408), today announced its results of operations for the third quarter, ended September 30, 2026. NTC's quarterly sales revenue was NT$133,649 million, a 61.9 percent increase compared to that in the second quarter of 2026. In the third quarter of 2026, average selling prices (ASP) increased by more than sixty percent and bit shipment decreased by mid-single digit percent quarter over quarter.

Gross profit of the quarter was NT$114,482 million; gross margin was 85.7 percent, a 6.2 percentage points improvement from that in the previous quarter. Operating income of the quarter was NT$106,894 million; operating margin was 80.0 percent; a 6.3 percentage points improvement from that in the last quarter. Non-operating income of the quarter was NT$2,438 million. The Company had net income of NT$87,627 million, with net margin of 65.6 percent.

Micron Technology, Inc. (Nasdaq: MU) today announced results for its fourth quarter and full year of fiscal 2026, which ended September 3, 2026.

Fiscal Q4 2026 Highlights

• Revenue of $54.23 billion versus $41.46 billion for the prior quarter and $11.32 billion for the same period last year
• GAAP net income of $37.70 billion, or $32.87 per diluted share
• Non-GAAP net income of $38.40 billion, or $33.42 per diluted share
• Operating cash flow of $43.97 billion versus $25.39 billion for the prior quarter and $5.73 billion for the same period last year

Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2027-second quarter and provides guidance for its fiscal 2027 third quarter and full year.

Second-Quarter Summary

• Record revenue of $47.0 billion, up 58% year-over-year
• Record diluted earnings per share (EPS) of $6.34, up 273% year-over-year, and record non-GAAP diluted EPS of $7.04, up 203%
• Cash flow from operations of $2.2 billion
• Full-year FY27 revenue guidance of $192.0 billion, up 69% year-over-year
• Full-year FY27 EPS guidance of $24.37 and non-GAAP EPS guidance of $25.50, up 181% and 148% year over year, respectively

HP Inc. and its subsidiaries ("HP") announced fiscal 2026 third quarter net revenue of $15.7 billion, up 12.5% (up 10.9% in constant currency) from the prior-year period.

"In the third quarter we increased both total sales and share in premium products and continued to attract new customers with innovations in WXP, Print, workstations and AI PCs. Our ongoing strategy to address environmental constraints led to meaningful improvements in memory supply and higher fulfillment rates," said Bruce Broussard, Interim CEO, HP Inc. "The strong foundation we are building as a trusted edge platform positions us well to lead as AI evolves and allows us to help customers improve their AI economics, security, latency and governance."

NVIDIA (NASDAQ: NVDA) today reported revenue for the second quarter ended July 26, 2026, of $96.2 billion, up 18% from the previous quarter and up 106% from a year ago. For the quarter, GAAP and non-GAAP gross margins were both 75.0%. GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22, respectively.

"AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue," said Jensen Huang, founder and CEO of NVIDIA. "And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online—with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment."

Intel's Arc GPU performance on Linux has improved greatly since the early days of the new architecture, but improvements are still being made via updates to the GPU drivers. The latest performance boost comes by way of the addition of frame buffer compression in the DXVK translation layer for Direct3D 8, 9, 10, and 11 games. The new patch comes by way of Mesa 26.3-devel, a new update to the open-source GPU driver stack, and it brings performance improvements previously seen in the VKD3D for DX12 games.

Frame buffer compression is a Linux kernel feature that aims to save memory bandwidth and power consumption by compressing the frame buffer and reducing the amount of memory used by the display. At the time of writing, Mesa 26.3-devel can be downloaded from the Mesa Git, but it, along with global frame buffer compression via DXVK, is expected to land in November when the new version of Mesa ships in the stable branch. Performance improvements, as noted in the merge request, are notable but not necessarily earth-shattering, ranging from 0.53% to just over 5%.

Super Micro Computer, Inc. (NASDAQ: SMCI) ("Supermicro" or the "Company"), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2026.

Fourth Quarter Fiscal Year 2026 Highlights

• Net sales of $11.1 billion versus $10.2 billion in Q3'26 and $5.8 billion in Q4'25.
• Gross margin of 17.5% versus 9.9% in Q3'26 and 9.5% in Q4'25.
• Net income of $1,178 million versus $483 million in Q3'26 and $195 million in Q4'25.
• Diluted net income per common share of $1.62 versus $0.72 in Q3'26 and $0.31 in Q4'25.
• Non-GAAP gross margin of 17.6% versus 9.6% in Q4'25.
• Non-GAAP diluted net income per common share of $1.70 versus $0.41 in Q4'25.
• Cash flow provided by operations for Q4'26 of $747 million and capital expenditures and investments of $25 million.

Sandisk Corporation (Nasdaq: SNDK) today reported fiscal fourth quarter financial results.

"We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth pillar, and deepened our customer partnerships," said David Goeckeler, Chairman and Chief Executive Officer of Sandisk. "Our technology and products are well positioned to create value for our customers and generate growing and durable free cash flow."

Western Digital Corporation (Nasdaq: WDC) today reported fiscal fourth quarter and fiscal year 2026 financial results for the period ended July 3, 2026.

"WD concluded fiscal year 2026 with strong performance. In our fiscal fourth quarter, revenue increased 44% year over year, gross and operating margins expanded, and earnings per share more than doubled. These results reflect our ability to scale innovation and operational excellence across our global organization, supporting our customers' growing storage demand," said Irving Tan, CEO of WD. "As global data creation continues to accelerate, we enter fiscal year 2027 with continued confidence in the durability of demand and with increasing visibility into our business. With our scale, technology leadership, and operational discipline, WD is well positioned to capitalize on the secular data growth opportunity and deliver long-term shareholder value."

AMD (NASDAQ:AMD) today announced financial results for the second quarter of 2026. Second quarter revenue was $11.5 billion, gross margin was 54%, operating income was $2.0 billion, net income was $2.3 billion and diluted earnings per share was $1.38. On a non-GAAP basis, gross margin was 56%, operating income was $3.1 billion, net income was $2.8 billion and diluted earnings per share was $1.66.

"We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year," said Dr. Lisa Su, AMD chair and CEO. "We enter the second half with strong momentum as EPYC demand accelerates, Instinct deployments scale and Helios begins to ramp. More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead."

Apple today announced financial results for its fiscal 2026 third quarter ended June 27, 2026. The Company posted quarterly revenue of $109.4 billion, up 16 percent year over year. Company gross margin was 50.1 percent, including a favorable impact of approximately 2 percentage points from tariff refunds. Diluted earnings per share was $2.02, up 29 percent year over year, and included a favorable impact of $0.11 from tariff refunds.

"Today, Apple is proud to report our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment," said Tim Cook, Apple's CEO. "At WWDC26, we were thrilled to introduce the all-new Siri AI, alongside all of Apple's latest software innovations and important new child safety features."

Samsung Electronics today reported financial results for the second quarter ended June 30, 2026.

The Company posted KRW 171.5 trillion in consolidated revenue, another all-time quarterly high, representing a quarter-on-quarter (QoQ) increase of 28%. Operating profit also reached another all-time high, increasing to KRW 89.5 trillion. Earnings per share for both common and preferred shares increased by 52% to KRW 10,849, among the highest levels for global tech companies.

Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscal third quarter ended June 28, 2026.

"Despite a challenging memory and supply environment, our third quarter results reflect solid execution of our growth strategy, with quarterly revenues at the high end of guidance," said Cristiano Amon, President and CEO of Qualcomm Incorporated. "We are well positioned to execute on the vision we outlined at our recent Investor Day, with total non-handset revenues growing to $40 billion by fiscal 2029 - nearly double the target we shared in November 2024. In the near term, we expect year-over-year growth in non-handset revenues, including Data Center, to accelerate from 24% in fiscal 2026 to greater than 60% in fiscal 2027 - a significant inflection point in the execution of our growth strategy."

Microsoft Corp. today announced the following results for the quarter ended June 30, 2026, as compared to the corresponding period of last fiscal year:

• Revenue was $90.0 billion and increased 18% (up 17% in constant currency)
• Operating income was $40.6 billion and increased 18%
• Net income was $35.8 billion and increased 31% on a GAAP basis, and was $35.3 billion and increased 22% on a non-GAAP basis
• Diluted earnings per share was $4.81 and increased 32% on a GAAP basis, and was $4.74 and increased 23% on a non-GAAP basis
• Non-GAAP results exclude the impact from investments in OpenAI, explained in the Non-GAAP Definition section below

Several discrete items impacted our financial results in the quarter when compared to our forward-looking guidance provided on April 29, 2026, resulting in a benefit of $0.27 on diluted earnings per share. These include a $3.2 billion gain from our investment in Anthropic and lower-than-expected expenses related to the Voluntary Retirement Program which were partially offset by severance expense and impairment charges in XBOX. When adjusting for these items, we exceeded expectations across revenue, operating income, and diluted earnings per share.

SK hynix Inc. (or "the company," www.skhynix.com) announced today that it has recorded 79.3187 trillion won in revenues, 60.5426 trillion won in operating profit (with an operating margin of 76%), and 93.9226 trillion won in net profit (with a net margin of 118%), marking an all-time high quarterly performance.

Driven by sustained demand growth from expanding AI infrastructure investments, high-performance products for AI servers led price increases, enabling the company to surpass its previous record set in the prior quarter. Consequently, cumulative revenue for the first half of the year crossed the 100 trillion won mark for the first time in company history. Revenue and operating profit increased by 257% and 557% year-over-year, respectively.