INDUSTRY RESEARCH HUB
Semiconductors Industry Evidence and Company Research
Track company disclosures, management commentary and research themes across the semiconductors industry.
Foreign research
20 August 2026 Qingyuan Lin, Ph.D. China Semiconductors Advanced Micro-Fabrication Equipment Inc China Kai Zhang Rating Outperform Francis Ma Price Target 688012.CH 660.00 CNY AMEC 2Q26: Accelerating order growth, resilient supply chain …
China Semiconductors Piotech Inc: Piotech 2Q26: Revenue beat, profitability improving2026-08-20 · Bernstein20 August 2026 Qingyuan Lin, Ph.D. China Semiconductors Piotech Inc Kai Zhang Rating Outperform Francis Ma Price Target 688072.CH 1,200.00 CNY Piotech 2Q26: Revenue beat, profitability improving …
Mediatek (2454.TW): Read across from Google broadening its custom-silicon ecosystem2026-08-20 · CitiFlash | 20 Aug 2026 09:17:17 ET │ 15 pages Mediatek (2454.TW) Read across from Google broadening its custom-silicon ecosystem CITI'S TAKE We note recent newsflow (see below) around AMD and Marvell both working with Google on AI ASIC.…
Parade Technologies Ltd: Demand Remains Resilient into 2H26; OW2026-08-05 · Morgan StanleyM Update August 5, 2026 10:45 AM GMT Morgan Stanley Taiwan Limited+ Parade Technologies Ltd | Asia Pacific Daniel Yen, CFA Equity Analyst Demand Remains Resilient into 2H26; OW Charlie Chan Equity Analyst Morgan Stanley Asia Limited+ Daisy Dai, CFA …
Rohm: Jun-Q Results: Strong Industrial and Server Sales, but Margin Improvement Slightly Delayed2026-08-05 · Morgan StanleyM Update August 5, 2026 11:47 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Rohm (6963) | Japan Kazuo Yoshikawa, CFA Equity Analyst Jun-Q Results: Strong Industrial and Server Sales, but Margin Improvement Slightly Delayed Hidetaka Suzuki …
ニチコン: F3/27 1Q決算：好調な業績の持続性を見極めたい2026-08-05 · Morgan StanleyM Update 2026 年 8 月 5 日 12:38 PM GMT ニチコン (6996) | Morgan Stanley MUFG Securities Co., Ltd.+ Japan 原島 草太 株式アナリスト F3/27 1Q決算：好調な業績の 持続性を見極めたい 佐藤 昌司 株式アナリスト AlphaSignals 決算リアクション 影響なし 大幅超過 小幅な上振れ 弊社シナリオへの影響 実績VSコンセンサス 向こう１２か月のコンセンサ スEPSの方向性 …
Nichicon: F3/27 1Q Results: Monitoring Sustainability of Strong Earnings Momentum2026-08-05 · Morgan StanleyM Update August 5, 2026 12:31 PM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Nichicon (6996) | Japan Sota Harashima Equity Analyst F3/27 1Q Results: Monitoring Sustainability of Strong Earnings Momentum AlphaSignals Earnings Reaction Shoji Sato …
Mitsui Chemicals: F3/27 1Q Results: Tracking Ahead of Guidance2026-08-05 · Morgan StanleyM Update August 5, 2026 09:04 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Mitsui Chemicals (4183) | Japan Takato Watabe Equity Analyst F3/27 1Q Results: Tracking Ahead of Guidance Ryoichi Watanabe Equity Analyst Kayoko Shoji Research Associate …
Elan Microelectronics Corp: Weaker 2H in PC, but new business on track2026-08-05 · Morgan StanleyM Update August 5, 2026 08:59 AM GMT Elan Microelectronics Corp | Asia Pacific Morgan Stanley Taiwan Limited+ Daniel Yen, CFA Equity Analyst Weaker 2H in PC, but new business on track Charlie Chan Equity Analyst Morgan Stanley Asia Limited+ Daisy Dai, CFA …
Takasago Thermal Engineering: F3/27 1Q Results: Earnings Top Consensus; Solid Orders Supported by Industrial HVAC2026-08-05 · Morgan StanleyM Update August 5, 2026 08:40 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Takasago Thermal Engineering (1969) | Japan Ryo Yagi Equity Analyst F3/27 1Q Results: Earnings Top Consensus; Solid Orders Supported by Industrial HVAC …
Dexerials: F3/27 1Q Results Briefing: Slightly Cautious Tone Near Term; Bullish Long-Term Tone Centered on Photonics Biz2026-08-05 · Morgan StanleyM Update August 5, 2026 06:39 AM GMT Dexerials (4980) | Japan Morgan Stanley MUFG Securities Co., Ltd.+ Takato Watabe Equity Analyst F3/27 1Q Results Briefing: Slightly Cautious Tone Near Term; Bullish Long-Term Tone Centered on Photonics Biz Ryoichi Watanabe …
Infineon Technologies AG: AI DC Thesis Confirmed2026-08-05 · Morgan StanleyM Update August 5, 2026 06:19 AM GMT Morgan Stanley & Co. International plc+ Infineon Technologies AG | Europe Lee Simpson Equity Analyst AI DC Thesis Confirmed Shawn Kim Equity Analyst Nigel van Putten AlphaSignals Earnings Reaction Equity Analyst …
Ibiden: F3/27 1Q Results Briefing Takeaways2026-08-05 · Morgan StanleyM Update August 5, 2026 05:53 AM GMT Ibiden (4062) | Japan Morgan Stanley MUFG Securities Co., Ltd.+ Shoji Sato Equity Analyst F3/27 1Q Results Briefing Takeaways Sota Harashima Equity Analyst Key Takeaways …
Advanced Micro Devices: AMD - 2H a little better, 2027 significantly better2026-08-05 · Morgan StanleyM Update August 5, 2026 05:22 AM GMT Morgan Stanley & Co. LLC Advanced Micro Devices | North America Joseph Moore Equity Analyst AMD - 2H a little better, 2027 significantly better Mason Wayne Research Associate Shane Brett Equity Analyst What’s Changed …
Applied Materials Inc.: 決算発表に向けた3つの問い2026-08-05 · Morgan StanleyM Idea 2026 年 8 月 5 日 03:59 AM GMT Morgan Stanley & Co. LLC Applied Materials Inc. | North America Shane Brett 決算発表に向けた3つの問い 株式アナリスト Joseph Moore 株式アナリスト 今回の変更点 Applied Materials Inc. (AMAT.O) 従来 現在 目標株価 $647.00 $646.00 Mason Wayne アソシエイト Ella Tulchinsky …
Pinterest Inc: Emerging AI Winner at 7X '28 EBITDA? Stay OW2026-08-05 · Morgan StanleyM Idea August 5, 2026 03:06 AM GMT Morgan Stanley & Co. LLC Pinterest Inc | North America Brian Nowak, CFA Equity Analyst Emerging AI Winner at 7X '28 EBITDA? Stay OW Gregory Gao Research Associate Nikhil Javeri Research Associate What’s Changed …
Astera Labs Inc: Substantial upside driven by the Scorpio X ramp2026-08-05 · Morgan StanleyM Idea August 5, 2026 02:41 AM GMT Morgan Stanley & Co. LLC Astera Labs Inc | North America Joseph Moore Equity Analyst Substantial upside driven by the Scorpio X ramp Ella Tulchinsky Research Associate Mason Wayne Research Associate What’s Changed …
Primary-source evidence
SanDisk reported fiscal 2026 (ended July 3, 2026) net revenue of $20.248 billion, up from $7.355 billion in 2025, with gross margin expanding to 71.5% from 30.1% and operating income of $12.389 billion.…
6-K2026-08-11 · SEC EDGAR · 6-KTSMC's board approved Q2 2026 results with revenue of NT$1,270.38 billion and net income of NT$706.56 billion, EPS NT$27.25. Declared NT$7.0 per share cash dividend, ex-date Dec 10, 2026.…
8-K2026-08-05 · SEC EDGAR · 8-KChipotle filed an 8-K on August 4, 2026, disclosing cooperation with public health authorities investigating a salmonella outbreak affecting food service retailers in Minnesota and other states.…
10-Q2026-06-09 · SEC EDGAR · 10-QBroadcom's Q2 FY2026 revenue surged 48% YoY to $22.19B, driven by strong demand for custom AI accelerators and networking. Net income jumped 87% to $9.31B. Semiconductor solutions revenue grew 79%, while infrastructure software rose 9%.…
20-F2026-05-26 · SEC EDGAR · 20-FARM Holdings reported fiscal 2026 annual results with total revenue of $4,920 million, up 23% year-over-year, and net income of $904 million, up 14%. Operating cash flow surged to $1,524 million.…
10-Q2026-05-19 · SEC EDGAR · 10-QCisco's fiscal Q3 2026 revenue rose 12% YoY to $15.84B, with net income up 35% to $3.37B and diluted EPS up 37% to $0.85. Product revenue grew 17%, driven by Networking up 25% on AI infrastructure and campus networking.…
10-Q2026-04-23 · SEC EDGAR · 10-QLam Research reported Q3 FY2026 revenue of $5.84B, up 24% YoY, with net income of $1.83B and diluted EPS of $1.45. Nine-month revenue reached $16.51B, up 24%. The company repurchased $3.6B in stock, paid $945M in dividends, and repaid $754M in debt.…
Questions this evidence can help answer
- Which semiconductors companies are changing their outlook?
- Which operating and risk themes recur across sources?
- Where is primary evidence diverging from market narratives?