https://regardingsemi.com/research/veco-2025-11-06-call-reportRegarding Semien2026-07-17T18:59:29.113426+00:00Veeco’s EPS beat is real, but the misprice is the Q4 gross-margin reset hiding inside flat revenue https://regardingsemi.com/research/aaoi-2025-11-07-call-reportRegarding Semien2026-07-17T18:59:28.888128+00:00AAOI’s miss was CATV timing, but the investable argument is whether datacenter can absorb a $15 million cable air pocket https://regardingsemi.com/research/indi-2025-11-07-call-reportRegarding Semien2026-07-17T18:59:27.015854+00:00indie’s miss is less about demand than credibility: backlog survived Wuxi, but substrate risk now owns the Q4 setup https://regardingsemi.com/research/lasr-2025-11-07-call-reportRegarding Semien2026-07-17T18:59:20.752856+00:00nLIGHT missed the top line, but the defense mix is what mattered https://regardingsemi.com/research/syna-2025-11-07-call-reportRegarding Semien2026-07-17T18:58:51.952568+00:00Synaptics’ IoT mix is better than the revenue miss implies https://regardingsemi.com/research/pdfs-2025-11-07-call-reportRegarding Semien2026-07-17T18:58:50.575660+00:00PDF Solutions missed the revenue bar, but the order book says the miss is timing, not demand https://regardingsemi.com/research/6315-t-2025-11-07-call-reportRegarding Semien2026-07-17T18:58:40.004606+00:00TOWA’s beat was not just a rebound; it exposed a packaging-cycle order floor the street underpriced https://regardingsemi.com/research/diod-2025-11-07-call-reportRegarding Semien2026-07-17T18:58:27.272028+00:00Diodes’ revenue beat is not the recovery signal bulls wanted: the mix is improving, but margin power is still missing https://regardingsemi.com/research/q-2025-11-08-call-reportRegarding Semien2026-07-17T18:58:22.388075+00:00Qnity’s Beat Was Pulled Forward, but the Street Is Underpricing the Consumables Leverage Behind It https://regardingsemi.com/research/4021-t-2025-11-10-call-reportRegarding Semien2026-07-17T18:57:54.292120+00:00Nissan Chemical’s revenue beat is not the story; the margin/EPS gap is the signal https://regardingsemi.com/research/ceva-2025-11-10-call-reportRegarding Semien2026-07-17T18:57:38.558179+00:00CEVA’s revenue miss masks the better signal: royalties are finally absorbing the licensing lumpiness https://regardingsemi.com/research/5713-t-2025-11-10-call-reportRegarding Semien2026-07-17T18:57:36.612965+00:00Sumitomo Metal Mining’s Miss Was the Wrong Miss: Lower Sales, Cleaner Earnings Power https://regardingsemi.com/research/camt-2025-11-10-call-reportRegarding Semien2026-07-17T18:57:30.995644+00:00Camtek’s beat was small, but the mix signal was not: advanced packaging is still absorbing inspection capacity https://regardingsemi.com/research/6525-t-2025-11-11-call-reportRegarding Semien2026-07-17T18:57:04.594262+00:00Kokusai’s beat is real, but the market should pay for cycle selectivity, not a new margin regime https://regardingsemi.com/research/tsem-2025-11-10-call-reportRegarding Semien2026-07-17T18:56:34.071878+00:00Tower’s Q3 beat is not the story; the SiPho capacity call is https://regardingsemi.com/research/gfs-2025-11-12-call-reportRegarding Semien2026-07-17T18:56:26.211877+00:00GlobalFoundries’ quiet beat says the trough is not in revenue, it is in mix https://regardingsemi.com/research/7912-t-2025-11-14-call-reportRegarding Semien2026-07-17T18:55:57.778154+00:00Dai Nippon beat the top line, but the real misprice is margin durability without guidance enthusiasm https://regardingsemi.com/research/4980-t-2025-11-13-call-reportRegarding Semien2026-07-17T18:55:56.999069+00:00Dexerials Beat Is a Mix-Quality Upside: Packaging Optionality Is Real, but the Guide Tone Says Do Not Pay for a Straight-Line Recovery https://regardingsemi.com/research/quik-2025-11-11-call-reportRegarding Semien2026-07-17T18:55:55.089356+00:00QuickLogic’s Q3 miss is not the point; the investable debate is a single late-quarter $3,000,000 award https://regardingsemi.com/research/nvda-2025-11-19-call-reportRegarding Semien2026-07-17T18:55:42.379458+00:00NVIDIA’s $57 billion print says the Blackwell air pocket is over, but the market is still debating a demand problem that the guide does not show https://regardingsemi.com/research/ifnny-2025-11-12-call-reportRegarding Semien2026-07-17T18:55:22.309028+00:00Infineon’s AI power upside is real, but the print says margins are still paying for idle fabs https://regardingsemi.com/research/klic-2025-11-20-call-reportRegarding Semien2026-07-17T18:55:19.981948+00:00KLIC’s beat is not a wire-bonder bounce; it is the first clean evidence that utilization is pulling advanced packaging and memory together https://regardingsemi.com/research/keys-2025-11-24-call-reportRegarding Semien2026-07-17T18:55:01.979468+00:00Keysight’s Q4 beat says the recovery is real, but the stock should be valued on order quality and FY26 core growth, not acquisition optics https://regardingsemi.com/research/azta-2025-11-21-call-reportRegarding Semien2026-07-17T18:55:01.680582+00:00Azenta’s beat is less about Q4 upside than FY2026 cash conversion the market has not paid for https://regardingsemi.com/research/amba-2025-11-25-call-reportRegarding Semien2026-07-17T18:54:36.961118+00:00Ambarella’s beat was not the story; the ASP reset is the mispriced part https://regardingsemi.com/research/adi-2025-11-25-call-reportRegarding Semien2026-07-17T18:54:27.403605+00:00ADI’s beat is not the story; the market is underpricing a utilization-led margin reset https://regardingsemi.com/research/crdo-2025-12-01-call-reportRegarding Semien2026-07-17T18:54:22.183959+00:00Credo’s beat is not the story; the underpriced risk is hyperscale concentration funding a faster TAM expansion https://regardingsemi.com/research/snps-2025-12-10-call-reportRegarding Semien2026-07-17T18:54:06.175783+00:00Synopsys beat was expense-led, but the mispriced asset is backlog conversion, not Q4 upside https://regardingsemi.com/research/smtc-2025-11-24-call-reportRegarding Semien2026-07-17T18:53:58.754568+00:00Semtech’s Beat Was Small, but the Re-rating Case Is in Mix, Interest, and Cash Conversion https://regardingsemi.com/research/plab-2025-12-10-call-reportRegarding Semien2026-07-17T18:53:33.841788+00:00Photronics’ beat is a mix-shift call, not a cycle call https://regardingsemi.com/research/mrvl-2025-12-02-call-reportRegarding Semien2026-07-17T18:53:25.070606+00:00Marvell’s modest beat hides the real call: custom AI sockets, not the Q3 revenue line, are what the market still has to underwrite https://regardingsemi.com/research/avgo-2025-12-11-call-reportRegarding Semien2026-07-17T18:53:14.720901+00:00Broadcom’s print says the AI ASIC cycle is moving from narrative to contracted revenue https://regardingsemi.com/research/asys-2025-12-10-call-reportRegarding Semien2026-07-17T18:53:04.838573+00:00Amtech’s beat was not a demand inflection, it was a cost-base reveal with AI mix optionality https://regardingsemi.com/research/mu-2025-12-17-call-reportRegarding Semien2026-07-17T18:52:49.268652+00:00Micron’s beat was not the surprise; the supply-duration reset was https://regardingsemi.com/research/jbl-2025-12-17-call-reportRegarding Semien2026-07-17T18:52:45.367213+00:00Jabil’s AI Mix Is Outrunning the Street’s Model, but the Margin Tell Is Still in the Back Half https://regardingsemi.com/research/6323-t-2026-01-09-call-reportRegarding Semien2026-07-17T18:52:29.823824+00:00Rorze’s miss was demand timing, not earnings power https://regardingsemi.com/research/mmm-2026-01-20-call-reportRegarding Semien2026-07-17T18:52:24.357412+00:003M’s Q4 beat is not a revenue story, it is a 2026 self-help margin wager https://regardingsemi.com/research/aehr-2026-01-08-call-reportRegarding Semien2026-07-17T18:51:48.334083+00:00Aehr’s miss is backward-looking; the tradable debate is whether $60 million to $80 million of second-half bookings converts before margins do https://regardingsemi.com/research/fcx-2026-01-22-call-reportRegarding Semien2026-07-17T18:51:24.753133+00:00Freeport Beat the Street, but Grasberg Timing Is the Real Trade https://regardingsemi.com/research/txn-2026-01-27-call-reportRegarding Semien2026-07-17T18:51:20.778336+00:00Texas Instruments’ miss is not the story; the margin trough and capex reset are https://regardingsemi.com/research/intc-2026-01-22-call-reportRegarding Semien2026-07-17T18:51:04.598965+00:00Intel’s beat is a capacity-constrained recovery, not a demand inflection https://regardingsemi.com/research/qrvo-2026-01-27-call-reportRegarding Semien2026-07-17T18:50:58.826312+00:00Qorvo’s beat is a mix reset, not a demand beat, and the market should pay for the margin path only if Android shrinkage stays deliberate https://regardingsemi.com/research/umc-2026-01-28-call-reportRegarding Semien2026-07-17T18:50:55.002489+00:00UMC’s beat is less about demand acceleration than mix discipline at capped capacity https://regardingsemi.com/research/asml-2026-01-28-call-reportRegarding Semien2026-07-17T18:50:49.636241+00:00ASML’s Q4 beat is not the story; the misprice is EPS quality versus a 2030 capacity signal that stayed intact https://regardingsemi.com/research/msft-2026-01-28-call-reportRegarding Semien2026-07-17T18:50:44.954755+00:00Microsoft’s AI capex is not the surprise; the surprise is that demand is still ahead of it https://regardingsemi.com/research/stx-2026-01-27-call-reportRegarding Semien2026-07-17T18:50:31.156095+00:00Seagate’s beat is not the story; the market is underpricing how much of the HAMR cycle is already dropping to margin https://regardingsemi.com/research/glw-2026-01-28-call-reportRegarding Semien2026-07-17T18:50:15.442497+00:00Corning’s small beat masks a larger repricing problem: SpringBoard is now a committed-capacity story, not a cyclical glass recovery https://regardingsemi.com/research/meta-2026-01-28-call-reportRegarding Semien2026-07-17T18:50:08.980249+00:00Meta’s print says the AI capex trade is being misread as dilution, not capacity for ads growth https://regardingsemi.com/research/dhr-2026-01-28-call-reportRegarding Semien2026-07-17T18:49:42.770536+00:00Danaher’s beat was small; the mispriced signal is bioprocess mix, not Q4 upside https://regardingsemi.com/research/avt-2026-01-28-call-reportRegarding Semien2026-07-17T18:49:33.782688+00:00Avnet’s beat is real, but the mix is telling you margin power is still capped https://regardingsemi.com/research/dow-2026-01-29-call-reportRegarding Semien2026-07-17T18:49:08.118939+00:00Dow’s beat is not a demand recovery; it is a liquidity-and-cost reset the market is still treating like a cyclical trough https://regardingsemi.com/research/mxl-2026-01-29-call-reportRegarding Semien2026-07-17T18:49:07.479232+00:00MaxLinear’s beat is small, but the mix signal is not: infrastructure is now underwriting the recovery https://regardingsemi.com/research/stm-2026-01-29-call-reportRegarding Semien2026-07-17T18:49:01.866126+00:00STMicroelectronics’ revenue beat is not the recovery, it is the inventory-cost trough hiding in plain sight https://regardingsemi.com/research/algm-2026-01-29-call-reportRegarding Semien2026-07-17T18:48:57.096836+00:00Allegro’s beat is a mix-shift reset, not just a cyclical bounce https://regardingsemi.com/research/aapl-2026-01-29-call-reportRegarding Semien2026-07-17T18:48:56.126831+00:00Apple’s iPhone Supply Constraint Is the Bull Point, Not the Excuse https://regardingsemi.com/research/klac-2026-01-29-call-reportRegarding Semien2026-07-17T18:48:51.969646+00:00KLA’s beat is not the story; the mix signal says process control is absorbing the next WFE dollar at premium margins https://regardingsemi.com/research/sndk-2026-01-29-call-reportRegarding Semien2026-07-17T18:48:46.095733+00:00Sandisk’s NAND upcycle is being repriced too slowly: the surprise is margin, not revenue https://regardingsemi.com/research/ph-2026-01-29-call-reportRegarding Semien2026-07-17T18:47:59.353530+00:00Parker-Hannifin’s Beat Was Not the Point: Backlog and Cash Flow Reprice the Aerospace Duration https://regardingsemi.com/research/lsrcy-2026-01-30-call-reportRegarding Semien2026-07-17T18:47:49.122706+00:00Lasertec’s beat is less important than the order-band reset hiding in plain sight https://regardingsemi.com/research/apd-2026-01-30-call-reportRegarding Semien2026-07-17T18:47:24.732209+00:00Air Products’ beat is less about demand than discipline, and the CapEx reset is the real multiple lever https://regardingsemi.com/research/mraay-2026-02-02-call-reportRegarding Semien2026-07-17T18:47:18.226803+00:00Murata’s Beat Is Less About Demand Than Discipline: Orders Improved, Capacity Stayed Tight, and the Market Is Still Overpaying for Top-Line Surprise https://regardingsemi.com/research/4005-t-2026-02-03-call-reportRegarding Semien2026-07-17T18:47:13.933983+00:00Sumitomo Chemical’s beat is not a demand recovery call, it is a margin-quality reset the market is still discounting https://regardingsemi.com/research/tmo-2026-01-29-call-reportRegarding Semien2026-07-17T18:47:09.509594+00:00Thermo Fisher’s print says semi metrology demand is not the swing factor, but Q1 will test whether 2026 guidance is too clean https://regardingsemi.com/research/wdc-2026-01-29-call-reportRegarding Semien2026-07-17T18:47:06.604822+00:00Western Digital’s nearline beat is being underpriced because cash conversion, not revenue, is the new signal https://regardingsemi.com/research/lite-2026-02-03-call-reportRegarding Semien2026-07-17T18:47:01.534926+00:00Lumentum’s beat is less important than the capacity signal: the market is still underpricing how fast AI optics mix is resetting margins https://regardingsemi.com/research/rmbs-2026-02-02-call-reportRegarding Semien2026-07-17T18:46:19.058228+00:00Rambus beat is too small to matter; the mispricing is the durability of product-led cash conversion https://regardingsemi.com/research/crus-2026-02-03-call-reportRegarding Semien2026-07-17T18:46:17.967050+00:00Cirrus beat the smartphone ramp, but the real misprice is the cash conversion into a seasonal downshift https://regardingsemi.com/research/nxpi-2026-02-03-call-reportRegarding Semien2026-07-17T18:46:00.028085+00:00NXP’s Beat Was Small; the Repricing Case Is in the Mix Penalty and the Q1 Reset https://regardingsemi.com/research/ati-2026-02-03-call-reportRegarding Semien2026-07-17T18:45:30.416949+00:00ATI’s revenue miss is the wrong focal point: 2026 is being underwritten by funded nickel capacity and cash conversion https://regardingsemi.com/research/ter-2026-02-03-call-reportRegarding Semien2026-07-17T18:45:27.474522+00:00Teradyne’s AI test cycle is being underpriced as a 2025 exit-rate anomaly https://regardingsemi.com/research/swks-2026-02-03-call-reportRegarding Semien2026-07-17T18:45:26.003978+00:00Skyworks beat was real, but the market should underwrite concentration risk before underwriting the synergy story https://regardingsemi.com/research/rnecy-2026-02-04-call-reportRegarding Semien2026-07-17T18:45:24.309312+00:00Renesas beat revenue but missed earnings; the real signal is a margin reset hidden by demand recovery https://regardingsemi.com/research/arm-2026-02-04-call-reportRegarding Semien2026-07-17T18:45:08.158934+00:00Arm’s Q3 Beat Was Small; the Mispriced Signal Is the $200 Million Licensing Run Rate and Data-Center Royalty Mix https://regardingsemi.com/research/emr-2026-02-03-call-reportRegarding Semien2026-07-17T18:44:40.275409+00:00Emerson’s flat sales print hides an order book that matters more than the penny beat https://regardingsemi.com/research/itw-2026-02-03-call-reportRegarding Semien2026-07-17T18:44:38.995148+00:00ITW’s beat was small, but the setup changed: margin self-help is carrying a 2026 guide the market may treat as cyclical https://regardingsemi.com/research/simo-2026-02-04-call-reportRegarding Semien2026-07-17T18:44:25.908741+00:00Silicon Motion’s beat is a mix shift story, not a cycle story, and the EPS miss is the tell https://regardingsemi.com/research/form-2026-02-04-call-reportRegarding Semien2026-07-17T18:43:48.859290+00:00FormFactor’s HBM mix is pulling margins forward before Farmers Branch can dilute them https://regardingsemi.com/research/azta-2026-02-04-call-reportRegarding Semien2026-07-17T18:43:47.765096+00:00Azenta’s revenue beat is not the story; the Q1 margin reset makes the FY2026 guide the tradable debate https://regardingsemi.com/research/googl-2026-02-04-call-reportRegarding Semien2026-07-17T18:43:42.199240+00:00Alphabet’s AI capex is not crowding out earnings yet, and the market is still underpricing Search-to-Cloud operating leverage https://regardingsemi.com/research/cohr-2026-02-04-call-reportRegarding Semien2026-07-17T18:43:33.684994+00:00Coherent’s beat is not the point: the market is underpricing the AI optics capacity handoff into Q3 https://regardingsemi.com/research/ifnny-2026-02-04-call-reportRegarding Semien2026-07-17T18:43:26.453489+00:00Infineon’s beat is not the story; the AI capacity cap is https://regardingsemi.com/research/6758-t-2026-02-05-call-reportRegarding Semien2026-07-17T18:42:54.200011+00:00Sony’s beat is smaller than the mix shift: sensors and installed-base monetization matter more than console units https://regardingsemi.com/research/6479-t-2026-02-05-call-reportRegarding Semien2026-07-17T18:42:46.865618+00:00MinebeaMitsumi’s revenue beat masks an EPS miss, but the guide says mix is about to matter more than volume https://regardingsemi.com/research/qcom-2026-02-04-call-reportRegarding Semien2026-07-17T18:42:34.387120+00:00Qualcomm’s record quarter is not the story; the memory-constrained handset reset is https://regardingsemi.com/research/2802-t-2026-02-05-call-reportRegarding Semien2026-07-17T18:42:32.488563+00:00Ajinomoto’s Q3 beat is an ABF repricing event, not a food recovery story https://regardingsemi.com/research/mtsi-2026-02-05-call-reportRegarding Semien2026-07-17T18:42:06.246079+00:00MACOM’s beat is small, but the 1.3 book-to-bill and data-center reset change the FY2026 setup https://regardingsemi.com/research/vsh-2026-02-04-call-reportRegarding Semien2026-07-17T18:42:02.516782+00:00Vishay’s beat is not the story; the misprice is a capex-heavy trough that is already showing demand repair https://regardingsemi.com/research/mpwr-2026-02-05-call-reportRegarding Semien2026-07-17T18:41:53.824570+00:00MPWR’s print was not about the 1% beat, it was about whether $4 billion of capacity can turn AI power wins into 2026 revenue https://regardingsemi.com/research/powi-2026-02-05-call-reportRegarding Semien2026-07-17T18:41:35.336395+00:00Power Integrations: the EPS beat was expense timing, but the actionable signal is GaN mix into a Q1 revenue reset https://regardingsemi.com/research/aosl-2026-02-05-call-reportRegarding Semien2026-07-17T18:41:09.272606+00:00AOSL’s revenue beat is a head fake; the real print is a margin reset funded by JV cash https://regardingsemi.com/research/asys-2026-02-05-call-reportRegarding Semien2026-07-17T18:41:05.524746+00:00Amtech’s miss is not demand, it is operating leverage still trapped below scale https://regardingsemi.com/research/syna-2026-02-05-call-reportRegarding Semien2026-07-17T18:41:05.106993+00:00Synaptics’ Q2 Beat Was Real, but the Misprice Is the Mix, Not the Penny Beat https://regardingsemi.com/research/amzn-2026-02-05-call-reportRegarding Semien2026-07-17T18:40:45.020612+00:00Amazon’s Q4 beat is not the story; the $200 billion AWS capex signal is https://regardingsemi.com/research/mchp-2026-02-05-call-reportRegarding Semien2026-07-17T18:40:24.433096+00:00Microchip’s beat is less about demand and more about clearing the margin choke point https://regardingsemi.com/research/7826-t-2026-02-06-call-reportRegarding Semien2026-07-17T18:40:00.497166+00:00Furuya’s beat is less cyclical snapback than mix inflection, and the margin evidence says the market is still underpricing it https://regardingsemi.com/research/6315-t-2026-02-06-call-reportRegarding Semien2026-07-17T18:39:49.309599+00:00TOWA’s miss is not an HBM demand break, it is a margin-and-timing reset the market treated like an order collapse https://regardingsemi.com/research/4061-t-2026-02-06-call-reportRegarding Semien2026-07-17T18:39:49.073539+00:00Denka’s revenue miss is the wrong fight: mix and DPE self-help are masking a smaller, higher-margin company https://regardingsemi.com/research/5201-t-2026-02-06-call-reportRegarding Semien2026-07-17T18:39:29.505221+00:00AGC’s beat is not the point: the print says mix is healing faster than capital returns https://regardingsemi.com/research/4021-t-2026-02-09-call-reportRegarding Semien2026-07-17T18:39:19.120080+00:00Nissan Chemical’s Q3 beat is not a one-quarter chemical rebound; it is a semiconductor-materials margin reset hiding inside a seasonal earnings pattern https://regardingsemi.com/research/arw-2026-02-05-call-reportRegarding Semien2026-07-17T18:39:17.241060+00:00Arrow’s beat was not a cyclical inventory snapback; it was a mix-and-working-capital trade the Street is still underpricing https://regardingsemi.com/research/on-2026-02-09-call-reportRegarding Semien2026-07-17T18:38:23.513350+00:00onsemi’s miss is not the story: the buyback-and-capex pivot is absorbing a shallow revenue trough https://regardingsemi.com/research/5713-t-2026-02-09-call-reportRegarding Semien2026-07-17T18:38:17.765451+00:00Sumitomo’s beat is not just metals beta, it is a margin reset the Street has not priced https://regardingsemi.com/research/4980-t-2026-02-10-call-reportRegarding Semien2026-07-17T18:38:10.489201+00:00Dexerials’ miss is not demand destruction, it is a mix-and-timing print with margin evidence the market should not ignore https://regardingsemi.com/research/alab-2026-02-10-call-reportRegarding Semien2026-07-17T18:38:00.227033+00:00Astera’s Beat Was Not the Story; the Mix Shift Behind the Guide Is https://regardingsemi.com/research/6728-t-2026-02-10-call-reportRegarding Semien2026-07-17T18:38:00.001017+00:00ULVAC’s revenue beat is real, but the margin miss says this is still a mix-cycle, not an earnings-cycle https://regardingsemi.com/research/dd-2026-02-10-call-reportRegarding Semien2026-07-17T18:37:54.283007+00:00DuPont’s small revenue beat hides the real Q1 setup: post-separation earnings power is being priced too mechanically https://regardingsemi.com/research/ichr-2026-02-09-call-reportRegarding Semien2026-07-17T18:37:36.448001+00:00Ichor’s guide, not the Q4 beat, is the investable event https://regardingsemi.com/research/amkr-2026-02-09-call-reportRegarding Semien2026-07-17T18:37:19.623246+00:00Amkor’s beat was margin, not demand, and the Arizona spend is the real revision https://regardingsemi.com/research/sqns-2026-02-10-call-reportRegarding Semien2026-07-17T18:37:14.933411+00:00Sequans’ Miss Was Not the Revenue Line, It Was the Credibility Gap Between a $40 Million Plan and a 37.7% Margin Base https://regardingsemi.com/research/xyl-2026-02-10-call-reportRegarding Semien2026-07-17T18:36:36.641379+00:00Xylem’s Q4 Beat Is Less About the Penny and More About a Backlog-to-Margin Conversion the Street Is Still Discounting https://regardingsemi.com/research/aeis-2026-02-10-call-reportRegarding Semien2026-07-17T18:36:28.095739+00:00AEIS print says the semi upcycle is no longer the whole story https://regardingsemi.com/research/gfs-2026-02-11-call-reportRegarding Semien2026-07-17T18:36:20.027180+00:00GlobalFoundries’ beat was not demand acceleration; it was mix, cost control, and a narrower specialty-cycle floor https://regardingsemi.com/research/lscc-2026-02-10-call-reportRegarding Semien2026-07-17T18:36:12.773807+00:00Lattice’s inline EPS masks a demand inflection the guide makes harder to fade https://regardingsemi.com/research/vrt-2026-02-11-call-reportRegarding Semien2026-07-17T18:36:04.572974+00:00Vertiv’s Q4 Was Not a Revenue Beat, It Was a Backlog Repricing Event https://regardingsemi.com/research/entg-2026-02-10-call-reportRegarding Semien2026-07-17T18:35:56.349172+00:00Entegris beat is not the story; the underpriced asset is latent capacity plus a 2026 cash inflection https://regardingsemi.com/research/diod-2026-02-11-call-reportRegarding Semien2026-07-17T18:35:52.960984+00:00Diodes’ beat is not the story: the market is underpricing the 35% gross-margin bridge https://regardingsemi.com/research/6525-t-2026-02-12-call-reportRegarding Semien2026-07-17T18:35:39.398674+00:00Kokusai’s EPS Beat Masks a Capacity Cycle That Is Still Not Paying for Itself https://regardingsemi.com/research/tsem-2026-02-11-call-reportRegarding Semien2026-07-17T18:35:02.993894+00:00Tower’s SiPho Ramp, Not the Penny Beat, Is the Mispriced Part of the Print https://regardingsemi.com/research/aip-2026-02-12-call-reportRegarding Semien2026-07-17T18:34:46.552584+00:00Arteris’ Q4 Beat Was Not the Story; the 2026 Contract Ramp Is What Bears Must Underwrite https://regardingsemi.com/research/brkr-2026-02-12-call-reportRegarding Semien2026-07-17T18:34:21.136085+00:00Bruker’s Q4 beat hides the real issue: orders and cost-out, not revenue, must carry FY26 https://regardingsemi.com/research/himx-2026-02-12-call-reportRegarding Semien2026-07-17T18:34:17.101897+00:00Himax beat is not a recovery call; it is a mix-shift and expense-reset call https://regardingsemi.com/research/pdfs-2026-02-12-call-reportRegarding Semien2026-07-17T18:34:15.546416+00:00PDF Solutions’ Q4 Beat Was Not the Revenue Line, It Was Proof the Model Is Shifting to Higher-Quality Recurring Volume https://regardingsemi.com/research/cohu-2026-02-12-call-reportRegarding Semien2026-07-17T18:34:02.508189+00:00Cohu’s recovery is real, but Q4 exposed the wrong bottleneck: mix and product pruning, not demand https://regardingsemi.com/research/axti-2026-02-20-call-reportRegarding Semien2026-07-17T18:33:56.223892+00:00AXT’s miss is the wrong focal point: permits, China data-center InP, and a $128.4 million cash reset change the risk/reward https://regardingsemi.com/research/mksi-2026-02-18-call-reportRegarding Semien2026-07-17T18:33:44.122818+00:00MKS clears the top-line bar, but the real signal is mix risk hiding inside a refinancing story https://regardingsemi.com/research/nvmi-2026-02-12-call-reportRegarding Semien2026-07-17T18:33:27.569316+00:00Nova’s small beat hides a mix shift the Street is underpricing: margins held while logic/foundry did the work https://regardingsemi.com/research/acls-2026-02-17-call-reportRegarding Semien2026-07-17T18:33:22.748856+00:00Axcelis beat was mix, not momentum, and the Q1 reset says the market should pay for resilience, not a cycle turn https://regardingsemi.com/research/amat-2026-02-12-call-reportRegarding Semien2026-07-17T18:32:59.985174+00:00Applied Materials: the beat was not the point, the mix reset was https://regardingsemi.com/research/ceva-2026-02-17-call-reportRegarding Semien2026-07-17T18:32:34.622789+00:00CEVA’s beat was only 0.9%, but the mispricing is in the royalty mix, not the revenue line https://regardingsemi.com/research/7912-t-2026-02-13-call-reportRegarding Semien2026-07-17T18:32:29.592434+00:00DNP’s Beat Is Less About Revenue Than Mix: The Market Is Still Underpricing the Margin Reset https://regardingsemi.com/research/rog-2026-02-17-call-reportRegarding Semien2026-07-17T18:32:18.977447+00:00Rogers’ beat was cost-led, but the real mispricing is 2026 margin durability on flat revenue https://regardingsemi.com/research/cdns-2026-02-17-call-reportRegarding Semien2026-07-17T18:30:37.913707+00:00Cadence’s small beat hides the bigger signal: backlog, not Q4 upside, is the 2026 argument https://regardingsemi.com/research/adi-2026-02-18-call-reportRegarding Semien2026-07-17T18:30:33.916629+00:00Analog Devices’ beat is smaller than the setup shift: AI test and communications are turning a cyclical recovery into an earnings-reset story https://regardingsemi.com/research/acmr-2026-02-26-call-reportRegarding Semien2026-07-17T18:30:26.450797+00:00ACMR’s beat is not the story: the market should price the margin reset, not the revenue guide https://regardingsemi.com/research/keys-2026-02-23-call-reportRegarding Semien2026-07-17T18:29:47.298506+00:00Keysight’s beat is less about a cyclical snapback than a mix reset the Street is still discounting https://regardingsemi.com/research/indi-2026-02-20-call-reportRegarding Semien2026-07-17T18:29:44.805620+00:00indie’s $58 million quarter was not the story; the core-business handoff is https://regardingsemi.com/research/besiy-2026-02-19-call-reportRegarding Semien2026-07-17T18:29:04.300598+00:00Besi’s beat is less about the quarter than the order-to-revenue lag the market is underpricing https://regardingsemi.com/research/onto-2026-02-19-call-reportRegarding Semien2026-07-17T18:28:57.525553+00:00Onto’s EPS miss is the wrong fight: the real print is a packaging and GAA order inflection the Street did not pay for https://regardingsemi.com/research/uctt-2026-02-23-call-reportRegarding Semien2026-07-17T18:28:52.330902+00:00Ultra Clean’s beat is a capacity call, not an earnings call https://regardingsemi.com/research/nvts-2026-02-25-call-reportRegarding Semien2026-07-17T18:28:09.863128+00:00Navitas’ beat is not the story; the investable debate is whether a smaller mobile company can survive long enough to become a high-power supplier https://regardingsemi.com/research/nvda-2026-02-25-call-reportRegarding Semien2026-07-17T18:28:07.374181+00:00NVIDIA’s beat was not the story; the misprice is a 2026 capacity reset, not a one-quarter Blackwell spike https://regardingsemi.com/research/shls-2026-02-24-call-reportRegarding Semien2026-07-17T18:28:05.564448+00:00Shoals’ revenue beat is not the story; the $748 million backlog is, but margins must prove it can earn the backlog https://regardingsemi.com/research/q-2026-02-26-call-reportRegarding Semien2026-07-17T18:28:05.203007+00:00Qnity’s beat was not the story; the market is underpricing the cash-cost of building a higher-quality mix https://regardingsemi.com/research/snps-2026-02-25-call-reportRegarding Semien2026-07-17T18:28:04.444796+00:00Synopsys’ beat is an Ansys timing print, but the backlog and expense cadence make the EPS guide harder to fade https://regardingsemi.com/research/plab-2026-02-27-call-reportRegarding Semien2026-07-17T18:23:56.952844+00:00Photronics’ Beat Was Real, but the Guide Keeps the Cycle in Investment Mode https://regardingsemi.com/research/lasr-2026-02-26-call-reportRegarding Semien2026-07-17T18:23:56.164461+00:00nLIGHT’s defense mix is now the story, and the Q4 beat shows it is finally reaching the P&L https://regardingsemi.com/research/nlst-2026-03-03-call-reportRegarding Semien2026-07-17T18:23:55.997433+00:00Netlist’s Q4 Was a Real Revenue Breakout, but the Investment Case Still Turns on Supply Duration and IP Timing https://regardingsemi.com/research/6323-t-2026-04-09-call-reportRegarding Semien2026-07-17T18:23:52.379199+00:00Rorze’s revenue beat does not clear the earnings quality bar https://regardingsemi.com/research/amba-2026-02-26-call-reportRegarding Semien2026-07-17T18:23:51.850899+00:00Ambarella’s print was not about the beat, it was about proving the AI edge cycle can fund itself https://regardingsemi.com/research/aaoi-2026-02-26-call-reportRegarding Semien2026-07-17T18:23:51.668893+00:00Applied Optoelectronics turns the beat into a capacity test https://regardingsemi.com/research/intt-2026-02-27-call-reportRegarding Semien2026-07-17T18:23:03.934432+00:00inTEST’s Q4 beat is less a semi recovery call than a backlog-and-mix reset for 2026 https://regardingsemi.com/research/crdo-2026-03-03-call-reportRegarding Semien2026-07-17T18:23:01.754074+00:00Credo’s beat was small, but the earnings power is no longer theoretical https://regardingsemi.com/research/xper-2026-02-27-call-reportRegarding Semien2026-07-17T18:23:00.994864+00:00Xperi’s Quarter Was a Cost-Discipline Beat, Not Yet a Revenue Inflection https://regardingsemi.com/research/7912-t-2026-05-13-call-reportRegarding Semien2026-07-17T18:21:15.102105+00:00DNP’s clean EPS beat masks a more important point: margin quality is still the story https://regardingsemi.com/research/avgo-2026-03-04-call-reportRegarding Semien2026-07-17T18:21:04.826158+00:00Broadcom’s Q1 Was Not the Event, the Q2 Ramp Was https://regardingsemi.com/research/6728-t-2026-05-12-call-reportRegarding Semien2026-07-17T18:20:49.835792+00:00ULVAC’s order recovery is real, but the earnings power is still being rebuilt https://regardingsemi.com/research/tsm-2026-04-16-call-reportRegarding Semien2026-07-17T18:20:06.789582+00:00TSM’s beat matters less than the margin proof behind it https://regardingsemi.com/research/mram-2026-03-04-call-reportRegarding Semien2026-07-17T18:20:05.867272+00:00Everspin’s Print Shows a Real Product Recovery, but Not Yet the Earnings Leverage the Long-Term Target Requires https://regardingsemi.com/research/6758-t-2026-05-08-call-reportRegarding Semien2026-07-17T18:15:36.354538+00:00Sony Group Corporation Misses EPS by 59.1% Despite Revenue Beat https://regardingsemi.com/research/rohcy-2026-05-13-call-reportRegarding Semien2026-07-17T18:04:04.061182+00:00ROHM Co., Ltd. Reports Q4 FY2025: Revenue Beats Estimates, Profit Improvement on Track https://regardingsemi.com/research/6323-t-2026-07-09-call-reportRegarding Semien2026-07-17T17:53:07.829002+00:00Rorze Corporation Reports Strong Q1 FY2027: Revenue and EPS Beat Estimates https://regardingsemi.com/research/quik-2026-03-03-call-reportRegarding Semien2026-07-17T17:08:16.816144+00:00QuickLogic Misses EPS, Beats Revenue: A Cautionary Quarter with Mixed Signals https://regardingsemi.com/research/asmiy-2026-03-04-call-reportRegarding Semien2026-07-17T17:00:28.436961+00:00ASM International N.V. Exceeds Q4 FY2025 Expectations with Revenue and EPS Surprises https://regardingsemi.com/research/shecy-2026-04-28-call-reportRegarding Semien2026-07-17T16:23:43.264252+00:00Shin-Etsu Chemical Co., Ltd. Misses Revenue Estimates in Q4 FY2026 https://regardingsemi.com/research/lsrcy-2026-04-30-call-reportRegarding Semien2026-07-17T16:16:35.767336+00:00Lasertec Misses Revenue Expectations, But Sees Order Recovery in FY2026 https://regardingsemi.com/research/5713-t-2026-05-11-call-reportRegarding Semien2026-07-17T16:02:25.290750+00:00Sumitomo Metal Mining Co., Ltd. (5713.T) Q4 FY2026: Revenue and EPS Beat, Strong Gross Margin Expansion https://regardingsemi.com/research/7826-t-2026-05-13-call-reportRegarding Semien2026-07-17T15:46:21.336425+00:00Furuya Metal Co., Ltd. (7826.T) Reports Q3 FY2026: Revenue Surges 86% YoY, Gross Margin Expands to 36.5% https://regardingsemi.com/research/6925-t-2026-05-14-call-reportRegarding Semien2026-07-17T15:33:16.843765+00:00Ushio Inc. Q4 FY2026: Revenue and EPS Beat, but Guidance Remains Cautious https://regardingsemi.com/research/mrvl-2026-03-05-call-reportRegarding Semien2026-07-17T14:59:25.069045+00:00Marvell Technology Exceeds Expectations with Strong Q4 FY2026 Results https://regardingsemi.com/research/smtc-2026-03-16-call-reportRegarding Semien2026-07-17T14:55:56.696684+00:00Semtech's Q4 FY2026: Steady Growth and Strong Data Center Performance https://regardingsemi.com/research/jbl-2026-03-18-call-reportRegarding Semien2026-07-17T14:48:59.533888+00:00Jabil Exceeds Expectations with Strong Q2 FY2026 Results https://regardingsemi.com/research/mu-2026-03-18-call-reportRegarding Semien2026-07-17T14:45:48.203897+00:00Micron Technology Shatters Records: Q2 FY2026 Revenue Surges 196% YoY https://regardingsemi.com/research/aehr-2026-04-07-call-reportRegarding Semien2026-07-17T14:38:55.151663+00:00Aehr Test Systems: Revenue Miss, EPS Beat, but Strong Backlog Signals Future Growth https://regardingsemi.com/research/asml-2026-04-15-call-reportRegarding Semien2026-07-17T14:29:28.395439+00:00ASML Q1 FY2026: Revenue and EPS Beat, Strong Guidance Amid Supply Constraints https://regardingsemi.com/research/dhr-2026-04-21-call-reportRegarding Semien2026-07-17T14:15:06.376438+00:00Danaher's Q1 FY2026: Steady Performance with Margins Improving https://regardingsemi.com/research/mmm-2026-04-21-call-reportRegarding Semien2026-07-17T14:11:47.554303+00:003M CO Q1 FY2026: Steady Performance with Positive Cash Flow and Margins https://regardingsemi.com/research/asmiy-2026-04-22-call-reportRegarding Semien2026-07-17T14:04:23.145255+00:00ASM International N.V. Q1 2026: Revenue and EPS Beat, Strong Guidance for 2026 and Beyond https://regardingsemi.com/research/vrt-2026-04-22-call-reportRegarding Semien2026-07-17T14:00:52.561200+00:00Vertiv Holdings Co Exceeds Q1 FY2026 Expectations with Strong Margin Expansion and Revenue Growth https://regardingsemi.com/research/lrcx-2026-04-22-call-reportRegarding Semien2026-07-17T13:54:22.856207+00:00Lam Research Beats Estimates, Signals Stronger NAND and Advanced Packaging Growth https://regardingsemi.com/research/txn-2026-04-22-call-reportRegarding Semien2026-07-17T13:50:34.331383+00:00Texas Instruments Surges with Strong Q1 Earnings, Industrial and Data Center Growth Drive Results https://regardingsemi.com/research/dow-2026-04-23-call-reportRegarding Semien2026-07-17T13:47:25.548987+00:00DOW INC. Beats Estimates with Sequential Volume Growth and Cost Savings https://regardingsemi.com/research/mxl-2026-04-23-call-reportRegarding Semien2026-07-17T13:39:56.849526+00:00MaxLinear's Q1 FY2026 Earnings: Revenue Steady, Guidance Strong, and Optical Data Center Momentum Builds https://regardingsemi.com/research/stm-2026-04-23-call-reportRegarding Semien2026-07-17T13:32:36.155097+00:00STMicroelectronics Q1 FY2026: Revenue Beats, EPS Misses, and a Bullish Q2 Outlook https://regardingsemi.com/research/fcx-2026-04-23-call-reportRegarding Semien2026-07-17T13:28:43.645731+00:00Freeport-McMoRan Exceeds Expectations, But Production Challenges Loom https://regardingsemi.com/research/hon-2026-04-23-call-reportRegarding Semien2026-07-17T13:24:44.558457+00:00Honeywell International Inc Misses Revenue but Beats EPS: A Tale of Margins and Backlog https://regardingsemi.com/research/tmo-2026-04-23-call-reportRegarding Semien2026-07-17T13:21:06.526992+00:00Thermo Fisher Scientific Exceeds Estimates, Raises Guidance: A Steady Hand in a Volatile Market https://regardingsemi.com/research/intc-2026-04-23-call-reportRegarding Semien2026-07-17T13:17:42.601571+00:00Intel's Q1 FY2026 Earnings: Revenue Beats and AI-Driven Growth https://regardingsemi.com/research/besiy-2026-04-24-call-reportRegarding Semien2026-07-17T13:10:47.323052+00:00BE Semiconductor Industries N.V. Q1 FY2026: Revenue Beats, Guidance Soars, and Hybrid Bonding Takes Center Stage https://regardingsemi.com/research/rnecy-2026-04-26-call-reportRegarding Semien2026-07-17T13:02:59.594990+00:00Renesas Electronics Corporation Misses EPS by 37%, Revenue Flat: A Cautionary Quarter https://regardingsemi.com/research/amkr-2026-04-27-call-reportRegarding Semien2026-07-17T12:55:50.610847+00:00Amkor Technology Delivers Record Q1 Revenue, Exceeding Guidance and Street Estimates https://regardingsemi.com/research/rmbs-2026-04-27-call-reportRegarding Semien2026-07-17T12:49:07.073767+00:00Rambus Reports Steady Q1, Sets Strong Q2 Guidance https://regardingsemi.com/research/cdns-2026-04-27-call-reportRegarding Semien2026-07-17T12:42:32.722079+00:00Cadence Design Systems Reports Strong Q1 FY2026: Revenue and EPS Beat Estimates https://regardingsemi.com/research/6504-t-2026-04-28-call-reportRegarding Semien2026-07-17T12:28:23.442478+00:00Fuji Electric Co., Ltd. (6504.T) Exceeds Expectations with Strong Q4 FY2026 Results https://regardingsemi.com/research/4043-t-2026-04-28-call-reportRegarding Semien2026-07-17T12:21:50.768636+00:00Tokuyama Corporation Misses Revenue Expectations but Maintains Profit Margins https://regardingsemi.com/research/6526-t-2026-04-28-call-reportRegarding Semien2026-07-17T12:16:35.542357+00:00Socionext Inc. (6526.T) Q4 FY2026: Revenue Beats, Gross Margin Woes https://regardingsemi.com/research/xyl-2026-04-28-call-reportRegarding Semien2026-07-17T12:10:48.907653+00:00Xylem Inc. Reports Steady Q1 FY2026: Revenue and EPS Beat Estimates, Guidance Maintained https://regardingsemi.com/research/nxpi-2026-04-28-call-reportRegarding Semien2026-07-17T12:04:18.369832+00:00NXP Semiconductors Reports Solid Q1 FY2026: Revenue and EPS Beat Estimates https://regardingsemi.com/research/uctt-2026-04-28-call-reportRegarding Semien2026-07-17T11:57:49.769281+00:00Ultra Clean Holdings Beats Q1 Estimates, Outlines Strong AI-Driven Growth https://regardingsemi.com/research/stx-2026-04-28-call-reportRegarding Semien2026-07-17T11:53:54.647931+00:00Seagate Delivers Strong Q3 FY2026: Revenue Soars 44% YoY, Gross Margins Hit Record High https://regardingsemi.com/research/rog-2026-04-28-call-reportRegarding Semien2026-07-17T11:50:28.664409+00:00Rogers Corp Q1 FY2026: Revenue Steady, EPS Surprises Up 10.3% https://regardingsemi.com/research/glw-2026-04-28-call-reportRegarding Semien2026-07-17T11:44:25.841669+00:00CORNING INC /NY: Q1 FY2026 Earnings Beat Driven by Strong Optical Communications and Solar Demand https://regardingsemi.com/research/googl-2026-04-29-call-reportRegarding Semien2026-07-17T11:37:59.197084+00:00Alphabet Inc. Q1 FY2026: Revenue and EPS Beat, AI-Driven Growth Continues https://regardingsemi.com/research/mram-2026-04-29-call-reportRegarding Semien2026-07-17T11:31:27.384152+00:00Everspin Technologies Reports Q1 FY2026: Revenue Beats, EPS Misses, and a $40M DoD Contract Boost https://regardingsemi.com/research/simo-2026-04-29-call-reportRegarding Semien2026-07-17T11:23:51.940505+00:00Silicon Motion Surges: Record Revenue and Strong Guidance Signal Continued Growth https://regardingsemi.com/research/meta-2026-04-29-call-reportRegarding Semien2026-07-17T11:20:07.274719+00:00Meta Platforms, Inc. (META) Q1 FY2026: Revenue and EPS Beat, Strong Guidance, and Optimistic Tone https://regardingsemi.com/research/mtrn-2026-04-29-call-reportRegarding Semien2026-07-17T11:13:02.451944+00:00Materion Corp Beats on Revenue and EPS, Signals Strong AI-Driven Growth https://regardingsemi.com/research/form-2026-04-29-call-reportRegarding Semien2026-07-17T11:09:54.265342+00:00FormFactor Q1 FY2026: Revenue and Margin Expansion Signal Strong Market Position https://regardingsemi.com/research/amzn-2026-04-29-call-reportRegarding Semien2026-07-17T11:06:23.754118+00:00Amazon's Q1 FY2026: AWS Accelerates, Revenue Surprises, and AI Dominance https://regardingsemi.com/research/qcom-2026-04-29-call-reportRegarding Semien2026-07-17T10:59:02.399339+00:00Qualcomm's Q2 FY2026: Revenue and EPS Beat, but Guidance Signals Caution https://regardingsemi.com/research/msft-2026-04-29-call-reportRegarding Semien2026-07-17T10:55:20.859589+00:00Microsoft Q3 FY2026: Strong Cloud and AI Growth, but Guidance Signals Caution https://regardingsemi.com/research/klac-2026-04-29-call-reportRegarding Semien2026-07-17T10:51:21.317503+00:00KLA's Q3 Earnings: Revenue and EPS Beat Estimates, Long-Term Outlook Remains Strong https://regardingsemi.com/research/ter-2026-04-29-call-reportRegarding Semien2026-07-17T10:44:37.166441+00:00Teradyne Delivers Record Q1 Earnings, Outpacing Estimates by 21.3% https://regardingsemi.com/research/avt-2026-04-29-call-reportRegarding Semien2026-07-17T10:38:04.444185+00:00AVNET INC Exceeds Expectations with Strong Q3 FY2026 Results https://regardingsemi.com/research/mraay-2026-04-30-call-reportRegarding Semien2026-07-17T10:35:00.251098+00:00Murata Manufacturing Co., Ltd. Beats EPS but Misses Revenue in Q4 FY2025 https://regardingsemi.com/research/hocpy-2026-04-30-call-reportRegarding Semien2026-07-17T10:24:28.050490+00:00HOYA Corporation Misses EPS but Beats Revenue Expectations https://regardingsemi.com/research/sndk-2026-04-30-call-reportRegarding Semien2026-07-17T10:21:03.593326+00:00Sandisk Corp Surges with Q3 Revenue and EPS Beat, Setting a New Benchmark https://regardingsemi.com/research/mpwr-2026-04-30-call-reportRegarding Semien2026-07-17T10:13:42.685229+00:00Monolithic Power Systems Reports Record Q1 Revenue: A Strong Start to FY2026 https://regardingsemi.com/research/entg-2026-04-30-call-reportRegarding Semien2026-07-17T10:10:37.512976+00:00Entegris Q1 FY2026: Steady Revenue Growth and Strong Free Cash Flow Drive Positive Outlook https://regardingsemi.com/research/axti-2026-04-30-call-reportRegarding Semien2026-07-17T10:07:11.335243+00:00AXT Reports Q1 FY2026: Revenue Beats, Gross Margin Soars, and Capital Expenditure Plans Unveiled https://regardingsemi.com/research/ati-2026-04-30-call-reportRegarding Semien2026-07-17T10:00:14.844162+00:00ATI INC Q1 FY2026: Revenue Misses, EPS Beats, Guidance Raised https://regardingsemi.com/research/aapl-2026-04-30-call-reportRegarding Semien2026-07-17T09:56:41.555204+00:00Apple Inc. Reports Record Q2 Revenue and EPS, Outpacing Street Estimates https://regardingsemi.com/research/wdc-2026-04-30-call-reportRegarding Semien2026-07-17T09:52:45.341172+00:00Western Digital Reports Strong Q3 FY2026: Revenue Surges 45% YoY, EPS Beats Estimates by 13.8% https://regardingsemi.com/research/ph-2026-04-30-call-reportRegarding Semien2026-07-17T09:45:22.689049+00:00Parker-Hannifin Corp Reports Strong Q3 FY2026: Revenue and EPS Beat Estimates https://regardingsemi.com/research/kyocy-2026-04-30-call-reportRegarding Semien2026-07-17T09:42:00.313224+00:00KYOCERA CORP Reports Strong Q4 FY2026: Revenue and EPS Beat Estimates https://regardingsemi.com/research/itw-2026-04-30-call-reportRegarding Semien2026-07-17T09:38:49.063587+00:00ITW Q1 2026: Solid Revenue Growth and Margin Expansion Drive EPS Beat https://regardingsemi.com/research/cohu-2026-04-30-call-reportRegarding Semien2026-07-17T09:35:26.684828+00:00Cohu Q1 FY2026: Revenue Beats, HPC Pipeline Expands, and Guidance Raises https://regardingsemi.com/research/apd-2026-04-30-call-reportRegarding Semien2026-07-17T09:31:59.979321+00:00Air Products & Chemicals, Inc. Beats Estimates, Raises Guidance, and Cuts CapEx https://regardingsemi.com/research/ichr-2026-05-04-call-reportRegarding Semien2026-07-17T09:28:28.958967+00:00Ichor Holdings Q1 FY2026: Revenue and EPS Beat, Guidance Points to Stronger Q2 https://regardingsemi.com/research/on-2026-05-04-call-reportRegarding Semien2026-07-17T09:25:12.432072+00:00onsemi Reports Q1 FY2026: Revenue and EPS Beat Estimates, AI Data Center Growth Accelerates https://regardingsemi.com/research/aeis-2026-05-04-call-reportRegarding Semien2026-07-17T09:21:29.477243+00:00Advanced Energy Industries Inc Exceeds Q1 FY2026 Expectations with Strong Revenue and EPS Growth https://regardingsemi.com/research/lscc-2026-05-04-call-reportRegarding Semien2026-07-17T09:18:10.764377+00:00Lattice Semiconductor Exceeds Expectations with 42% YoY Revenue Growth https://regardingsemi.com/research/shls-2026-05-05-call-reportRegarding Semien2026-07-17T09:14:31.196004+00:00Shoals Technologies Exceeds Expectations with Strong Q1 FY2026 Results https://regardingsemi.com/research/alab-2026-05-05-call-reportRegarding Semien2026-07-17T09:10:53.031831+00:00Astera Labs Q1 FY2026: Revenue and EPS Beat, Strong Guidance, and Continued AI Fabric Momentum https://regardingsemi.com/research/gfs-2026-05-05-call-reportRegarding Semien2026-07-17T09:04:28.517992+00:00GlobalFoundries Q1 FY2026: Revenue Steady, Margins Improve, Silicon Photonics Gains Traction https://regardingsemi.com/research/dd-2026-05-05-call-reportRegarding Semien2026-07-17T08:56:48.412867+00:00DuPont de Nemours, Inc. (DD) Q1 FY2026: Revenue and EPS Beat Driven by Strong Operational Performance https://regardingsemi.com/research/lite-2026-05-05-call-reportRegarding Semien2026-07-17T08:49:58.677124+00:00Lumentum's Q3 Earnings: Revenue and Profitability Soar, AI-Driven Growth Accelerates https://regardingsemi.com/research/atom-2026-05-05-call-reportRegarding Semien2026-07-17T08:46:15.129458+00:00Atomera's Q1 FY2026: Revenue Misses, Expenses Climb, but Sentiment Improves https://regardingsemi.com/research/sqns-2026-05-05-call-reportRegarding Semien2026-07-17T08:42:33.470413+00:00Sequans Communications ADR Misses EPS, Revenue Flat: A Cautionary Quarter https://regardingsemi.com/research/wolf-2026-05-05-call-reportRegarding Semien2026-07-17T08:36:07.505970+00:00Wolfspeed Reports Q3 FY2026: Revenue in Line, EPS Beat, and Strategic Refinancing Boosts Capital Structure https://regardingsemi.com/research/onto-2026-05-05-call-reportRegarding Semien2026-07-17T08:29:12.274709+00:00Onto Innovation Reports In-Line Q1 FY2026 Results, Sees Strong Q2 Guidance https://regardingsemi.com/research/veco-2026-05-05-call-reportRegarding Semien2026-07-17T08:25:37.343582+00:00Veeco Instruments Misses Q1 Revenue and EPS Estimates, Maintains Full-Year Guidance https://regardingsemi.com/research/emr-2026-05-05-call-reportRegarding Semien2026-07-17T08:17:43.368772+00:00EMERSON ELECTRIC CO Reports Q2 FY2026: Revenue Misses, EPS Beats, Guidance Adjusted https://regardingsemi.com/research/swks-2026-05-05-call-reportRegarding Semien2026-07-17T08:10:10.054386+00:00Skyworks Solutions Beats Estimates, But Guidance Signals Caution https://regardingsemi.com/research/amd-2026-05-05-call-reportRegarding Semien2026-07-17T08:02:19.199538+00:00Advanced Micro Devices Surpasses Estimates, Signals Strong AI Demand https://regardingsemi.com/research/arm-2026-05-06-call-reportRegarding Semien2026-07-17T07:54:13.232988+00:00Arm Holdings ADR Reports Strong Q4 FY2026: Revenue and EPS Beat Estimates https://regardingsemi.com/research/nvts-2026-05-06-call-reportRegarding Semien2026-07-17T07:47:33.324229+00:00Navitas Semiconductor Beats Estimates, Signals Continued Growth in High-Power Markets https://regardingsemi.com/research/brkr-2026-05-06-call-reportRegarding Semien2026-07-17T07:44:14.194805+00:00BRUKER CORP Reports Q1 FY2026: Revenue and EPS Beat Estimates, Guidance Reaffirmed https://regardingsemi.com/research/ifnny-2026-05-06-call-reportRegarding Semien2026-07-17T07:39:53.370030+00:00INFINEON TECHNOLOGIES AG Misses EPS but Beats Revenue, Guides to €16 Billion in FY2026 https://regardingsemi.com/research/azta-2026-05-06-call-reportRegarding Semien2026-07-17T07:33:58.969589+00:00Azenta, Inc. Misses Revenue and EPS Estimates, Signals Continued Softness in Multiomics https://regardingsemi.com/research/cohr-2026-05-06-call-reportRegarding Semien2026-07-17T07:30:25.760704+00:00Coherent's Q3 FY2026: Revenue and EPS Beat, Strong Guidance, and AI-Driven Growth https://regardingsemi.com/research/crus-2026-05-06-call-reportRegarding Semien2026-07-17T07:27:02.883729+00:00Cirrus Logic Exits FY2026 with Strong Momentum, Setting Up for Continued Growth in FY2027 https://regardingsemi.com/research/xper-2026-05-07-call-reportRegarding Semien2026-07-17T07:20:28.515962+00:00Xperi's Q1 FY2026: Revenue Stabilizes, Media Platform Shines https://regardingsemi.com/research/acmr-2026-05-07-call-reportRegarding Semien2026-07-17T07:16:51.284185+00:00ACM Research, Inc. Outperforms with Q1 Revenue and EPS Beat https://regardingsemi.com/research/mtsi-2026-05-07-call-reportRegarding Semien2026-07-17T07:09:40.197660+00:00MACOM Technology Solutions Delivers Strong Q2 FY2026: Revenue and EPS Beat Estimates, Guidance Points to Accelerated Growth https://regardingsemi.com/research/sitm-2026-05-07-call-reportRegarding Semien2026-07-17T07:02:00.060323+00:00SiTime Delivers Strong Q1: Revenue and EPS Beat Estimates, Guidance Points to Continued Momentum https://regardingsemi.com/research/aosl-2026-05-07-call-reportRegarding Semien2026-07-17T06:54:22.372423+00:00Alpha and Omega Semiconductor Reports Q3 FY2026: Revenue and EPS Beat Estimates, Guidance Points to Modest Growth https://regardingsemi.com/research/himx-2026-05-07-call-reportRegarding Semien2026-07-17T06:47:42.733458+00:00Himax Technologies Q1 FY2026: Revenue Beats, Margin Stability, and a Positive Guidance https://regardingsemi.com/research/aaoi-2026-05-07-call-reportRegarding Semien2026-07-17T06:43:32.826368+00:00AAOI Q1 FY2026: Revenue Miss, But Guidance and Expansion Plans Shine https://regardingsemi.com/research/acls-2026-05-07-call-reportRegarding Semien2026-07-17T06:39:24.094082+00:00Axcelis Technologies Q1 FY2026: Revenue Beats, Margins Squeezed, and a Cautionary Outlook https://regardingsemi.com/research/mksi-2026-05-07-call-reportRegarding Semien2026-07-17T06:32:20.571987+00:00MKS Instruments Q1 FY2026: Strong Start with Revenue and EPS Beat https://regardingsemi.com/research/algm-2026-05-07-call-reportRegarding Semien2026-07-17T06:25:12.300271+00:00Allegro MicroSystems Delivers Strong Q4 FY2026, Outpacing Street Estimates https://regardingsemi.com/research/klic-2026-05-07-call-reportRegarding Semien2026-07-17T06:21:39.544310+00:00Kulicke and Soffa Reports Strong Q2 FY2026: Revenue and EPS Beat Estimates https://regardingsemi.com/research/diod-2026-05-07-call-reportRegarding Semien2026-07-17T06:18:21.511542+00:00Diodes Incorporated Reports Strong Q1 FY2026 Earnings, Exceeding Street Estimates https://regardingsemi.com/research/arw-2026-05-07-call-reportRegarding Semien2026-07-17T06:14:05.399222+00:00ARROW ELECTRONICS, INC. Q1 FY2026: Revenue and EPS Beat, Strong Guidance, and Margin Expansion https://regardingsemi.com/research/indi-2026-05-08-call-reportRegarding Semien2026-07-17T06:02:43.629570+00:00indie Semiconductor Reports Steady Q1: Revenue Up 3%, EPS in Line with Estimates https://regardingsemi.com/research/pdfs-2026-05-08-call-reportRegarding Semien2026-07-17T05:55:26.724485+00:00PDF Solutions Q1 FY2026: Revenue and EPS Beat, Steady Progress Toward Long-Term Targets https://regardingsemi.com/research/syna-2026-05-08-call-reportRegarding Semien2026-07-17T05:48:36.255050+00:00Synaptics Reports Solid Q3 FY2026: Revenue and EPS Beat Estimates https://regardingsemi.com/research/asys-2026-05-08-call-reportRegarding Semien2026-07-17T05:42:00.689507+00:00Amtech Systems Beats Estimates, Signals Strong AI-Driven Growth https://regardingsemi.com/research/lasr-2026-05-09-call-reportRegarding Semien2026-07-17T05:38:20.584785+00:00nLIGHT Surges on Defense and Commercial Strength, EPS Beats by 150% https://regardingsemi.com/research/powi-2026-05-09-call-reportRegarding Semien2026-07-17T05:32:00.041594+00:00Power Integrations Delivers Steady Q1 Results, Outlines Long-Term Growth Trajectories https://regardingsemi.com/research/4186-t-2026-05-11-call-reportRegarding Semien2026-07-17T05:24:59.314728+00:00Tokyo Ohka Kogyo Co., Ltd. (4186.T) Q1 FY2026: Strong Revenue Growth Driven by AI-Related Demand https://regardingsemi.com/research/4203-t-2026-05-11-call-reportRegarding Semien2026-07-17T05:18:48.453803+00:00Sumitomo Bakelite Company Limited (4203.T) Exceeds Revenue Expectations, Signals Strong FY2026 Growth https://regardingsemi.com/research/4062-t-2026-05-11-call-reportRegarding Semien2026-07-17T05:06:52.117316+00:00Ibiden Co.,Ltd. Q4 FY2026: Revenue Misses, EPS Surprises, Guidance Cautious https://regardingsemi.com/research/ceva-2026-05-11-call-reportRegarding Semien2026-07-17T05:00:42.961806+00:00CEVA Q1 FY2026: Licensing Strength Drives Revenue Beat, Guidance Points to Continued Growth https://regardingsemi.com/research/6479-t-2026-05-12-call-reportRegarding Semien2026-07-17T04:56:50.252926+00:00MinebeaMitsumi Inc. (6479.T) Q4 FY2026: Revenue and EPS Beat Street by Wide Margins https://regardingsemi.com/research/q-2026-05-12-call-reportRegarding Semien2026-07-17T04:43:32.573863+00:00Qnity Electronics Q1 FY2026: Strong Start with 18% Revenue Growth and 33% EPS Increase https://regardingsemi.com/research/aip-2026-05-12-call-reportRegarding Semien2026-07-17T04:36:10.822558+00:00Arteris Q1 FY2026: Revenue and EPS Beat, Guidance Raised https://regardingsemi.com/research/nlst-2026-05-12-call-reportRegarding Semien2026-07-17T04:32:42.925119+00:00Netlist's Q1 FY2026: Revenue Surges 262%, EPS Swings to Profit https://regardingsemi.com/research/camt-2026-05-12-call-reportRegarding Semien2026-07-17T04:25:40.168740+00:00Camtek's Q1 FY2026: Solid Performance with a Strong Second Half Outlook https://regardingsemi.com/research/quik-2026-05-12-call-reportRegarding Semien2026-07-17T04:18:31.178825+00:00QuickLogic Misses Q1 Revenue and EPS Estimates, but Sees Q2 Improvement https://regardingsemi.com/research/4188-t-2026-05-13-call-reportRegarding Semien2026-07-17T04:04:49.384905+00:00Mitsubishi Chemical Group Corporation Misses EPS by 75.2% Despite Revenue Beat https://regardingsemi.com/research/4061-t-2026-05-13-call-reportRegarding Semien2026-07-17T03:54:02.394239+00:00Denka Company Limited Misses Revenue but EPS Surprises to the Upside https://regardingsemi.com/research/6590-t-2026-05-13-call-reportRegarding Semien2026-07-17T03:44:17.015151+00:00Shibaura Mechatronics Misses on Both Revenue and EPS, Signals Caution for FY26 https://regardingsemi.com/research/almu-2026-05-13-call-reportRegarding Semien2026-07-17T03:38:06.802057+00:00Aeluma Misses Revenue, Maintains Guidance: A Steady Hand in a Volatile Market https://regardingsemi.com/research/tsem-2026-05-13-call-reportRegarding Semien2026-07-17T03:34:54.911949+00:00Tower Semiconductor's Q1 FY2026: Revenue and EPS Beat, Strong Guidance, and Strategic Expansion https://regardingsemi.com/research/vsh-2026-05-13-call-reportRegarding Semien2026-07-17T03:31:10.824260+00:00Vishay Intertechnology Q1 FY2026: Revenue Beats, Guidance Strengthens, and Backlog Builds https://regardingsemi.com/research/4980-t-2026-05-14-call-reportRegarding Semien2026-07-17T03:27:25.871403+00:00Dexerials Corporation Reports Q4 FY2026: Revenue Beat, Guidance Steady https://regardingsemi.com/research/amat-2026-05-14-call-reportRegarding Semien2026-07-17T03:14:49.289973+00:00Applied Materials Reports Strong Q2 FY2026: Revenue and EPS Beat Estimates https://regardingsemi.com/research/6965-t-2026-05-15-call-reportRegarding Semien2026-07-17T03:11:32.121445+00:00Hamamatsu Photonics K.K. (6965.T) Q2 FY2026: Revenue Beats, EPS Misses, Guidance Revised Upward https://regardingsemi.com/research/4021-t-2026-05-15-call-reportRegarding Semien2026-07-17T03:04:39.985945+00:00Nissan Chemical Corporation Reports Strong Q4 FY2025: Revenue and EPS Beat Estimates https://regardingsemi.com/research/7912-t-2026-05-15-call-reportRegarding Semien2026-07-17T02:58:36.356933+00:00Dai Nippon Printing Co., Ltd. (7912.T) Reports Strong EPS Beat, Revenue Slight Miss in Q4 FY2026 https://regardingsemi.com/research/keys-2026-05-19-call-reportRegarding Semien2026-07-17T02:51:45.857224+00:00Keysight Technologies, Inc. (KEYS) Q2 FY2026: Revenue and EPS Beat, Strong Guidance, and AI-Driven Growth https://regardingsemi.com/research/nvda-2026-05-20-call-reportRegarding Semien2026-07-17T02:48:15.663323+00:00NVIDIA's Q1 FY2027: Revenue Soars 85% YoY, Data Center Dominates with 92% Growth https://regardingsemi.com/research/adi-2026-05-20-call-reportRegarding Semien2026-07-17T02:44:31.372531+00:00Analog Devices Surpasses Estimates with Strong Q2 Revenue and EPS https://regardingsemi.com/research/smtc-2026-05-26-call-reportRegarding Semien2026-07-17T02:40:26.489028+00:00Semtech Outperforms on Strong Data Center and LoRa Growth https://regardingsemi.com/research/mrvl-2026-05-27-call-reportRegarding Semien2026-07-17T02:37:05.530026+00:00Marvell Technology Exceeds Guidance, Signals Strong Fiscal 27 Growth https://regardingsemi.com/research/snps-2026-05-27-call-reportRegarding Semien2026-07-17T02:30:37.979151+00:00Synopsys Q2 FY2026: Revenue and EPS Beat, Strong Backlog, and Optimistic Guidance https://regardingsemi.com/research/amba-2026-05-28-call-reportRegarding Semien2026-07-17T02:23:49.643561+00:00Ambarella Q1 FY2027: Revenue Stabilizes, Guidance Signals Strength https://regardingsemi.com/research/plab-2026-05-28-call-reportRegarding Semien2026-07-17T02:19:56.712359+00:00Photronics Misses on Both Revenue and EPS, Signals Near-Term Headwinds https://regardingsemi.com/research/crdo-2026-06-01-call-reportRegarding Semien2026-07-17T02:12:33.971588+00:00Credo Technology Beats Revenue and EPS Estimates, Guides Higher for Q1 FY2027 https://regardingsemi.com/research/avgo-2026-06-03-call-reportRegarding Semien2026-07-17T02:09:11.583799+00:00Broadcom's Q2 FY2026: AI-Driven Revenue Soars, Guidance Points to Continued Momentum https://regardingsemi.com/research/jbl-2026-06-17-call-reportRegarding Semien2026-07-17T02:05:03.489693+00:00JABIL INC Exceeds Expectations with Strong Q3 Revenue and EPS Growth https://regardingsemi.com/research/cbrs-2026-06-23-call-reportRegarding Semien2026-07-17T01:58:07.239293+00:00Cerebras Systems Inc. Exceeds Revenue and EPS Estimates, Signals Strong FY2026 Guidance https://regardingsemi.com/research/mu-2026-06-24-call-reportRegarding Semien2026-07-17T01:51:12.259526+00:00Micron Technology Surges as AI Demand Fuels Record Q3 Earnings https://regardingsemi.com/research/asml-2026-07-15-call-reportRegarding Semien2026-07-17T01:20:46.341165+00:00ASML Q2 2026: Revenue and EPS Beat, Strong Guidance, and EUV Momentum https://regardingsemi.com/research/aehr-2026-07-14-call-reportRegarding Semien2026-07-17T01:20:46.341165+00:00Aehr Test Systems Beats Estimates, Signals Strong FY2027 with Record Backlog https://regardingsemi.com/research/tsm-2026-07-16-results-flashRegarding Semien2026-07-16T12:35:01.679243+00:00TSM earnings: EPS beat by 10.5%, revenue missed by 1.2% https://regardingsemi.com/research/6770-tw-2026-07-14-results-flashRegarding Semien2026-07-16T10:05:01.575178+00:006770.TW earnings: EPS beat by 9.5%, revenue beat by 3.2% https://regardingsemi.com/research/aehr-2026-07-14-results-flashRegarding Semien2026-07-15T19:05:15.930696+00:00AEHR Q4 FY2026 earnings: EPS far above expectations, revenue beat by 0.6% https://regardingsemi.com/research/6521-t-2026-07-14-results-flashRegarding Semien2026-07-15T19:05:15.930696+00:006521.T Q1 FY2026 earnings: results are in https://regardingsemi.com/research/asml-2026-07-15-results-flashRegarding Semien2026-07-15T19:05:15.930696+00:00ASML earnings: EPS beat by 8.8%, revenue beat by 4.2%