US Industry Earnings Intelligence

Semiconductors earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window12 Aug to 10 Nov 202623 matched companies

Group read

Delivery and earnings growth are broadly constructive

79% of companies with measured latest results beat estimates, while 89% show positive year-on-year EPS growth. Technology carries the largest forward market-cap exposure.

Forward events23next 90 days
Market-cap exposure$11.9Tmatched companies
Latest beat breadth79%latest measured quarter
Positive EPS growth89%year on year

Forward exposure

Semiconductors reporting load by date

Count and matched market cap

Delivery

Latest result breadth

79%beat breadth

Timing

Session certainty

70%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

18 shown
NVDANVIDIA CorporationSemiconductors
26 Aug14 days
Event risk23/100Contained
Market cap$5.1TAfter the close
Beat rate100%up to 8 quarters
EPS growth107.9%year on year
Open earnings dossier
TSMTaiwan Semiconductor ManufacturingSemiconductors
15 Oct64 days
Event risk17/100Contained
Market cap$2.2TTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth53.6%year on year
Open earnings dossier
AVGOBroadcom IncSemiconductors
3 Sep22 days
Event risk21/100Contained
Market cap$2.1TTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth127.0%year on year
Open earnings dossier
MUMicron Technology IncSemiconductors
22 Sep41 days
Event risk25/100Moderate
Market cap$1.0TTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth710.8%year on year
Open earnings dossier
INTCIntel CorporationSemiconductors
22 Oct71 days
Event risk38/100Moderate
Market cap$576.4BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
TXNTexas Instruments IncorporatedSemiconductors
27 Oct76 days
Event risk22/100Contained
Market cap$278.2BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth20.1%year on year
Open earnings dossier
ADIAnalog Devices IncSemiconductors
19 Aug7 days
Event risk29/100Moderate
Market cap$204.5BBefore the open
Beat rate100%up to 8 quarters
EPS growth80.9%year on year
Open earnings dossier
MRVLMarvell Technology Group LtdSemiconductors
27 Aug15 days
Event risk16/100Contained
Market cap$174.0BAfter the close
Beat rate88%up to 8 quarters
EPS growth-year on year
Open earnings dossier
STMSTMicroelectronics NV ADRSemiconductors
29 Oct78 days
Event risk38/100Moderate
Market cap$60.2BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-28.4%year on year
Open earnings dossier
CBRSCerebras Systems Inc. Class A Common StockSemiconductors
12 Aug0 days
Event risk30/100Moderate
Market cap$53.8BAfter the close
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
CRDOCredo Technology Group Holding LtdSemiconductors
2 Sep21 days
Event risk38/100Moderate
Market cap$41.0BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth805.0%year on year
Open earnings dossier
SMTCSemtech CorporationSemiconductors
24 Aug12 days
Event risk36/100Moderate
Market cap$14.2BTime unconfirmed
Beat rate100%up to 8 quarters
EPS growth-year on year
Open earnings dossier
MXLMaxLinear IncSemiconductors
22 Oct71 days
Event risk30/100Moderate
Market cap$9.1BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-year on year
Open earnings dossier
WOLFWolfspeed, Inc.Semiconductors
19 Aug7 days
Event risk45/100Elevated
Market cap$2.9BAfter the close
Beat rate63%up to 8 quarters
EPS growth-year on year
Open earnings dossier
AOSLAlpha and Omega Semiconductor LtdSemiconductors
12 Aug0 days
Event risk55/100Elevated
Market cap$1.5BAfter the close
Beat rate75%up to 8 quarters
EPS growth-year on year
Open earnings dossier
LAESSEALSQ CorpSemiconductors
9 Sep28 days
Event risk24/100Contained
Market cap$775.3MTime unconfirmed
Beat rate-up to 8 quarters
EPS growth-year on year
Open earnings dossier
NVECNVE CorporationSemiconductors
21 Oct70 days
Event risk18/100Contained
Market cap$455.8MTime unconfirmed
Beat rate-up to 8 quarters
EPS growth23.9%year on year
Open earnings dossier
ALMUAeluma, IncSemiconductors
8 Sep27 days
Event risk44/100Moderate
Market cap$395.0MTime unconfirmed
Beat rate25%up to 8 quarters
EPS growth-year on year
Open earnings dossier

Forward company tape

Semiconductors upcoming earnings reports

23 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context