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Testing equipment market to grow 30% by 2026, driven by AI chip demand and tech leaders' growth plans.

Market News
29 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Advantest Corporation forecasts the semiconductor testing equipment market to expand over 30% year-on-year, reaching about $11 billion by 2026 due to increasing AI chip complexity. Dell Technologies targets 7%-9% long-term growth, supported by rising investments in AI and data center infrastructure. Broadcom leads in AI-related chips and has secured major multi-year deals, including a partnership with Google until 2031 for Tensor Processing Units. The Gabelli Global Technology Leaders ETF outperformed the S&P 500 with a 20.9% return over one year, reflecting strong tech sector momentum.

More News (DELL)

Texas surpasses California with most Fortune 500 HQs; Dell moves legal home to Texas.

Texas surpasses California with most Fortune 500 HQs; Dell moves legal home to Texas.

Texas has overtaken California as the state with the most Fortune 500 corporate headquarters, leading 57 to 56 for the 2026 list. Dell Technologies shareholders approved moving the company's legal incorporation from Delaware to Texas, aligning its le...

Company Fundamentals
Neutral
2 days ago
New ETFs focus on AI and space tech firms like Meta, OpenAI, and SpaceX, signaling a shift from legacy tech giants.

New ETFs focus on AI and space tech firms like Meta, OpenAI, and SpaceX, signaling a shift from legacy tech giants.

The ETF market is seeing a new trend with multiple firms launching 'MANGOS' ETFs that include AI and commercial space technology companies such as Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX. This marks a shift from the traditional 'Magnifice...

Market News
Bullish
2 days ago
Tech analyst urges buying chip stocks like Nvidia and AMD, advises caution on cloud giants amid AI spending doubts.

Tech analyst urges buying chip stocks like Nvidia and AMD, advises caution on cloud giants amid AI spending doubts.

Ben Reitzes of Melius Research recommends investors buy chip stocks such as Nvidia, Broadcom, Micron, AMD, and Dell, citing a long-term trend favoring compute power over cloud giants like Microsoft, Oracle, and Google. He argues that while AI demand ...

Analyst Insights
Bullish
3 days ago
JetCool launches liquid-cooled Dell PowerEdge XE7745 server for efficient, high-density AI computing.

JetCool launches liquid-cooled Dell PowerEdge XE7745 server for efficient, high-density AI computing.

JetCool, a Flex company, introduced a liquid-cooled version of the Dell PowerEdge XE7745 server designed for high-density AI and GPU workloads. This system integrates direct-to-chip liquid cooling with deployment and maintenance services, reducing co...

Others
Bullish
3 days ago
Dell shares fall 6% amid rising memory costs, while Western Digital rallies on strong AI-driven demand.

Dell shares fall 6% amid rising memory costs, while Western Digital rallies on strong AI-driven demand.

Dell Technologies shares dropped 6% despite strong gains in memory and storage stocks like Western Digital, which rose 5%. The divergence highlights the impact of rising memory prices: Western Digital benefits from increased demand and pricing power ...

Market News
Neutral
3 days ago
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