Dell’Oro: Data Center IT Semiconductor & Component Revenue Surged 116% YoY in Q1
Dell’Oro Group reported that worldwide revenue for Data Center IT Semiconductors and Components serving servers and storage systems rose 116% year-over-year in the first quarter of 2026. The market is now on pace for triple-digit growth across the full year. Q1 Breakdown: Memory Takes the Lead While AI accelerators have driven the majority of growth…