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Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell’Oro Group - Dell'Oro Group

0.92

www.delloro.com 2026-06-17

According to a recent report by Dell’Oro Group, worldwide Data Center IT semiconductor and component revenue surged 116% year-over-year in Q1 2026, driven by ongoing AI infrastructure expansion and rising memory prices. While AI accelerators have been the primary growth driver over recent quarters,

Data Center Semiconductors AI Infrastructure Memory Prices DRAM Growth NVIDIA Storage Systems HBM High-Speed Networking

Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group - PR Newswire

0.92

www.prnewswire.com 2026-06-17

According to a recent report by Dell'Oro Group, worldwide Data Center IT semiconductor and component revenue surged 116% year-over-year in Q1 2026, driven by ongoing AI infrastructure expansion and rising memory prices. While AI accelerators have been the primary growth driver in recent quarters, DR

Data Center Semiconductors AI Infrastructure DRAM Prices NVIDIA Storage Systems HBM Server Chips High Bandwidth Memory

Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group - Morningstar

0.92

www.morningstar.com 2026-06-17

According to a recent report by Dell'Oro Group, worldwide revenue for Data Center IT Semiconductors and Components surged 116% year-over-year in Q1 2026, driven primarily by AI infrastructure expansion and rising memory prices. While AI accelerators have been the main growth driver over recent quart

Data Center Semiconductors AI Infrastructure DRAM Price Increase NVIDIA Blackwell Storage Demand Growth HBM Demand Surge High Bandwidth Memory Server Chips

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