MILPITAS, CA – SEMI reported that global semiconductor equipment billings rose 11% year-over-year to $33.66 billion in the third quarter, with a 2% sequential increase driven by continued investment in leading-edge logic, DRAM and advanced packaging technologies supporting AI workloads.
SAN JOSE, CA – Sanmina reported yearly revenue of $8.1 billion, a 7.4% increase over the prior year. Cash flow from operations for the year totaled $621 million, with free cash flow of $478 million.