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SiTime sees AI infrastructure and TPD fueling a sharp Q3 revenue step-up as rising timing content and longer orders improve visibility into 2027.

SiTime (NASDAQ:SITM) reported second-quarter 2026 results marked by broad revenue growth, higher margins and increased profitability, while outlining a substantially larger third-quarter outlook following the July 1 closing of its acquisition of Renesas Electronics’ Timing Products Division. Chief

Arteris (NASDAQ:AIP) reported record first-quarter results for 2026, with management pointing to strong demand tied to artificial intelligence chips, data center infrastructure, automotive systems and cybersecurity as key drivers of growth. Chief Executive Officer K. Charles Janac said the quarter

Ceva (NASDAQ:CEVA) reported an 11% year-over-year increase in first-quarter 2026 revenue, driven by its strongest licensing quarter in three years and new design wins across Bluetooth, satellite communications, ultra-wideband, Wi-Fi and edge AI. Chief Executive Officer Amir Panush said the company

SiTime (NASDAQ:SITM) reported a sharp year-over-year increase in first-quarter 2026 revenue and profitability, with management attributing the performance primarily to accelerating demand for precision timing in AI infrastructure and data center networking. On the company’s earnings call, CEO Rajesh

GlobalFoundries (NASDAQ:GFS) reported first-quarter 2026 results that Chief Executive Officer Tim Breen said marked “a strong first quarter,” with all non-IFRS profitability metrics “at or above the high end of their respective guidance ranges.” Breen attributed the performance to execution and to p