Keysight Technologies Sees Growth from AI Data Centers, 6G, Defense
Keysight Technologies is experiencing strong demand driven by artificial intelligence data-center buildouts. The company's wireline business is particularly benefiting from advancements in high-speed networking technologies such as 1.6T and emerging 3.2T systems, silicon photonics, co-packaged optics, and system-level testing. The current demand exceeds supply, prompting Keysight to expand manufacturing capacity and secure supplier agreements with revenue beyond its typical order-to-revenue window approaching $100 million. Looking ahead, the company anticipates further growth from 6G wireless technology, aerospace and defense sectors, semiconductor testing, and software-defined vehicles. Keysight expects a significant acceleration in 6G development by mid-2028 and plans to maintain investment while targeting incremental margins of at least 40% when its revenue growth exceeds 5%. The company supports innovation across multiple industries with hardware, software, and solutions for electrical engineering applications.
Tickers: $KEYS
Topics: 6G wireless AI data centers defense growth Keysight Technologies