https://regardingsemi.com/research/vicr-2026-02-19-call-reportRegarding Semien2026-07-21T14:47:12.681319+00:00Vicor's $1.01 Quarter Is a Tax Story, Not a Demand Story https://regardingsemi.com/research/vicr-2026-07-21-call-reportRegarding Semien2026-07-21T14:43:09.654094+00:00Vicor's $1.04 Beat Is a Royalty Story in a Product Story's Clothing https://regardingsemi.com/research/tsm-2026-07-16-call-reportRegarding Semien2026-07-21T14:38:45.041105+00:00TSMC's Revenue "Miss" Is a Mirage: The Real Print Is a Margin and Capex Escalation https://regardingsemi.com/research/vicr-2026-07-21-results-flashRegarding Semien2026-07-21T14:35:01.660809+00:00VICR Q2 FY2026 earnings: EPS beat by 67.7%, revenue beat by 3.6% https://regardingsemi.com/research/vicr-2026-04-21-call-reportRegarding Semien2026-07-21T13:33:27.075571+00:00VICOR CORP Beats on Both Lines, Guiding Higher: A Capacity-Driven Thesis https://regardingsemi.com/research/mmm-2026-07-21-results-flashRegarding Semien2026-07-21T12:05:01.841209+00:00MMM Q2 FY2026 earnings: EPS beat by 5.7%, revenue beat by 1.5% https://regardingsemi.com/research/dhr-2026-07-21-results-flashRegarding Semien2026-07-21T11:35:01.622659+00:00DHR Q2 FY2026 earnings: EPS beat by 5.4%, revenue beat by 2.6%