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Dell'Oro: Data centre semiconductor revenue up 182% in Q2

data centre IT semiconductor

Dell’Oro Group reports that global data centre IT semiconductor and component revenue surged 182% in the second quarter of 2026 (Timofeev Vladimir/Shutterstock.com)

Global data centre semiconductor and component revenue jumped 182% in Q2 2026 according to Dell'Oro Group, driving inflation and impacting optical interconnect planning.

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