Semiconductors
Chip designers, memory makers and the equipment makers behind them, read through their own filings, US output and capacity, export-control rules and where US chip imports come from.
- Companies covered
- 12
- Latest quarter filed
- Sep 30, 2026
- SEC filings, last 30 days
- 20
- Comment periods open
- 0
- SEC EDGAR read
- 14:58 UTC, Nov 9
This week, measuredNewest first · read 15:58 UTC, Nov 9
AMD reported revenue +44.7% for its quarter to Sep 26, 2026, on a year earlier.
It kept 18% of revenue as operating profit; over twelve months revenue moved +41.9%.
SEC EDGAR · 10-Q (XBRL) · Nov 4, 2026 · read 14:57 UTC, Nov 9 · Semiconductors →
- Nov 4Semis · QCOM · 10-KQualcomm reported revenue -8.4% for its quarter to Sep 27, 2026, on a year earlier.It kept 20% of revenue as operating profit; over twelve months revenue moved -2.6%.SEC EDGAR · 10-K (XBRL) · read 14:57 UTC, Nov 9
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)US output, semiconductors and components
198.6
index, 2017 = 100
+19.9% on a year earlier
Sep 2026 · FRED IPG3344S
Capacity in use, semiconductors
76.5
% of capacity
+2.8 pts on a year earlier
Sep 2026 · FRED CAPUTLG3344S
New orders, computers and electronics
31.3
$ billion a month
+16.7% on a year earlier
Sep 2026 · FRED A34SNO
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayMon, Nov 9, 2026
No filings by the covered companies
Aug 12 to Nov 9 · 47 filings, 7 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGAR- Nov 6KLA · 8-KShareholder vote results; Other material event
- Nov 5Lam Research · 8-KShareholder vote results; Other material event
- Nov 5Micron · 8-KDirector or officer change
- Nov 4AMD · 10-QQuarterly report
- Nov 4Qualcomm · 10-KAnnual report
- Nov 4Qualcomm · 8-KQuarterly results
- Nov 3AMD · 8-KQuarterly results; Investor disclosure
- Nov 2Marvell · 8-KSigned a material agreement
- Nov 2Marvell · 8-KQuarterly results; Investor disclosure
- Oct 30Intel · 10-QQuarterly report
- Oct 29Intel · 8-KQuarterly results
- Oct 29KLA · 10-QQuarterly report
- Oct 28KLA · 8-KQuarterly results
- Oct 27Broadcom · 8-KTook on a debt obligation
6 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Nov 2Notice · International Trade CommissionCertain Dynamic Random Access Memory (DRAM) Devices, Products Containing the Same and Components Thereof (II); Notice of a Commission Determination Not To Review an Initial Determination Granting a Joint Motion To Terminate the Investigation as to All Respondents and To Limit Service of the Settlement Agreement; Termination of the Investigation
- Oct 29Notice · Homeland Security DepartmentNotice Regarding the Uyghur Forced Labor Prevention Act Entity List
- Oct 16Notice · International Trade CommissionCertain Semiconductor Devices, Products Containing Same, and Components Thereof; Notice of Commission Determination Not To Review an Initial Determination To Amend the Complaint and Notice of Investigation
- Oct 15Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 230; Authorization of Limited Production Activity; Qorvo US, Inc.; (Semiconductor Wafers, Modules, and Chips); Greensboro, North Carolina; Correction
- Oct 15Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 45; Authorization of Limited Production Activity; Qorvo US, Inc.; (Semiconductor Wafers and Modules); Hillsboro, Oregon; Correction
- Oct 15Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 39; Authorization of Limited Production Activity; Qorvo US, Inc.; (Semiconductor Wafers, Modules, and Chips); Richardson, Texas
- Oct 9Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 183; Authorization of Production Activity; Ultra Clean Technology Systems and Service, Inc.; (Inputs Primarily for Semiconductor Industry); Manor, Texas
- Oct 9Notice · International Trade CommissionCertain Dynamic Random Access Memory (DRAM) Devices, Products Containing the Same, and Components Thereof; Notice of Commission Determination Not To Review an Initial Determination Terminating the Investigation Based on Settlement; Termination of the Investigation
- Oct 2Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 230; Authorization of Limited Production Activity; Qorvo US, Inc.; (Semiconductor Wafers, Modules, and Chips); Greensboro, North Carolina
- Oct 2Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 45; Authorization of Limited Production Activity; Qorvo US, Inc.; (Semiconductor Wafers and Modules); Hillsboro, Oregon
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| Nvidia NVDAAI accelerators | Jul 26, 2026 | $303B | +83.4% | 74.7% | 65.2% | 2.4% | +46.7% | 150 | $3.2B+68.4% |
| Broadcom AVGONetworking and custom chips | Aug 2, 2026 | $89.1B | +48.7% | 68.8% | 48.0% | 1.4% | +146.1% | 59 | $179B+551.6% |
| AMD AMDProcessors and accelerators | Sep 26, 2026 | $45.4B | +41.9% | 53.7% | 17.7% | 4.5% | +115.3% | 199 | $246M-11.8% |
| Intel INTCProcessors and foundry | Sep 26, 2026 | $59.9B | +12.1% | 39.9% | 2.9% | 22.9% | -19.4% | 133 | — |
| Micron MUMemory | Sep 3, 2026 | $133B | +256.3% | 80.7% | 74.6% | 23.1% | +93.7% | 147 | $134B |
| Qualcomm QCOMMobile and auto chips | Sep 27, 2026 | $43.1B | -2.6% | 53.1% | 20.1% | 5.8% | +109.2% | 156 | — |
| Texas Instruments TXNAnalog chips | Sep 30, 2026 | $20.8B | +20.3% | 60.2% | 40.8% | 12.4% | -46.5% | 207 | — |
| Analog Devices ADIAnalog chips | Aug 1, 2026 | $13.9B | +33.6% | 65.8% | 35.5% | 4.4% | +25.6% | 148 | — |
| Marvell MRVLData-centre chips | Aug 1, 2026 | $9.5B | +30.6% | 52.2% | 16.5% | 5.0% | +51.1% | 110 | — |
| Applied Materials AMATChip-making equipment | Jul 26, 2026 | $30.8B | +7.8% | 49.4% | 29.6% | 9.0% | +47.3% | 154 | — |
| Lam Research LRCXChip-making equipment | Sep 27, 2026 | $26.1B | +33.4% | 51.1% | 37.0% | 4.0% | +24.6% | — | $2.7B-3.9% |
| KLA KLACInspection equipment | Sep 30, 2026 | $14.5B | +15.8% | 61.5% | — | 3.3% | +28.1% | 267 | — |
| Median of 12 with a current year | +32.0% | 57.0% | 35.5% | 4.8% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal RegisterNo comment period or effective date ahead among this industry’s documents of the last 150 days.
Where US supply comes from
US imports, Aug 2026 · UN Comtrade- HS 8542Integrated circuits · $5.5B · +83.3% on a year earlierTaiwan 34% · Ireland 12% · Israel 11%
- HS 8541Transistors, diodes and solar cells · $1.4B · +31.4% on a year earlierKenya 14% · Taiwan 12% · Philippines 10%
- HS 8486Chip-making machines · $2.3B · +116.3% on a year earlierNetherlands 36% · China 19% · Japan 15%
ARCANE reporting
Published investigations that land on this page
Early warning: A permit can preserve a contract on paper while leaving the downstream factory without usable supply, even as capacity expands in Beijing.
AXT plans Beijing indium-phosphide wafer expansion while U.S. approvals remain unresolved
AXT’s unresolved August approvals make the next filing window decisive for whether funded capacity becomes usable supply for U.S. buyers.
Semiconductors · Sep 16, 2026
Archive · through Sep 16, 2026
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