# data center revenue — X 热门讨论 (2026-09-22 06:03 UTC)
## @zac_clarke63 (Money Mike) · 09-21 17:34 · ♥32 ↻5 💬0 Here are six stocks with the potential to grow fivefold over the next few years:
1. $TSM (TSMC) Q2 revenue: $40.2 billion (up 34% year-over-year). Q3 revenue guidance: $44.6 billion to $45.8 billion. Projected growth rate for fiscal year 2026: Slightly above 40%. High-Performance Computing (HPC) business accounts for 66% of total sales. CoWoS capacity remains in short supply—all AI GPUs from AMD and NVIDIA require this packaging technology.
2. $MU (Micron Technology) Q3 revenue: $41.5 billion (up 346% year-over-year). Q4 revenue guidance: $50.0 billion (±$1 billion). Data center business annualized revenue run rate has exceeded $100 billion. HBM (High Bandwidth Memory) capacity is sold out through 2026. HBM4 orders exceed $1 billion, with an additional ~$2.2 billion in customer prepayments.
3. $AMAT (Applied Materials) Q3 revenue: $9.12 billion. Q4 revenue guidance: $10.25 billion (±$0.5 billion; up 51% year-over-year). Poised for its first-ever quarter with revenue exceeding $10 billion. Strong growth expected in the advanced packaging equipment business in 2026 (company currently projects 70% revenue growth for the packaging business in calendar year 2026).
4. $AAOI (Applied Optoelectronics) Projected 2025 revenue: $456 million (up 83%). Projected Q2 2026 revenue: $192 million (up 86%). Trailing twelve-month (TTM) revenue: $596 million. Fiscal year 2026 revenue guidance: Over $1 billion. Shipments of 800G/1.6T data center optical modules are rising rapidly. 5. $CAMT (Camtek) Projected 2025 revenue: $496 million. Q2 revenue: $133 million. Year-to-date total orders exceed $600 million (with approximately 80% coming from the advanced packaging sector). Revenue guidance for the third quarter is $158 million to $160 million. Business operations cover the packaging and testing of HBM, CoWoS, and AI chips.
If you haven't followed us and enabled notifications yet, you might miss our next update. https://x.com/zac_clarke63/status/2102088985577472119
## @Ashton_1nvests (Ashton Invests) · 09-21 21:00 · ♥30 ↻0 💬3 $AMD Data Center operating income just hit $2.1B. That is the highest level on this chart.
For context, the segment posted a $155M operating loss in Q2 2025.
Now it is doing $2.1B in quarterly operating income.
This is the part of the $AMD story I care about most.
AI revenue growth is great.
Watching that growth turn into real profit is even better.
That is a big reason I still believe the long-term story here is far from over. https://x.com/Ashton_1nvests/status/2102140816990843188