PulseAugur
EN
LIVE 10:33:44
中文(ZH) 安森美CEO:预计AI数据中心业务今年营收将实现两倍以上增长

Onsemi projects AI data center revenue to more than double in 2026

Onsemi, a semiconductor manufacturer, reported strong Q2 2026 earnings with a 9% revenue increase to $1.604 billion. The company's CEO, Hassane El-Khoury, highlighted that its AI data center business is the fastest-growing segment, with projected revenue to more than double in 2026. Separately, Alibaba Cloud announced new features and commercialization for its Container Service Agent, which will use credits for model resource consumption, impacting services like autonomous intelligent operations and scheduled tasks. AI

IMPACT Onsemi's projected revenue growth in AI data centers indicates increasing demand for specialized hardware, while Alibaba Cloud's commercialization of its agent signals a move towards monetizing AI-powered operational tools.

RANK_REASON Company earnings report with forward-looking statements about a key growth area (AI data centers) and a separate product announcement from a major cloud provider. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Onsemi projects AI data center revenue to more than double in 2026

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    ON Semiconductor CEO: AI Data Center Business Revenue Expected to More Than Double This Year

    当地时间8月3日,安森美公布2026年第二季度业绩:营收为16.04亿美元,同比增长9%;GAAP毛利率38.4%,非GAAP毛利率39.3%;GAAP营业利润率为16.1%,非GAAP营业利润率为20.8%;GAAP每股摊薄收益为0.56美元,非GAAP每股摊薄收益为0.74美元。安森美总裁兼首席执行官Hassane El Khoury表示,AI数据中心仍是公司增长最快的业务领域,预计该业务2026年营收将实现两倍以上增长。(界面)