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%