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Hichem M’Saad
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Situations
AI-fueled semiconductor sector outlook
2 clusters · 14 sources · last updated
Latest: ASM International posts record Q2 2026 revenue and lifts 2027 outlook
Continuing the trend noted in late July 2026, Cadence Design Systems further detailed its outlook on July 27. The company raised its fiscal‑2026 revenue forecast to $6.26‑$6.34 billion and its adjusted earnings to $8.05‑