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
- Aug 2, 2026
- SEC filings, last 30 days
- 8
- Comment periods open
- 0
- SEC EDGAR read
- 02:33 UTC, Oct 8
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
190.1
index, 2017 = 100
+12.4% on a year earlier
Aug 2026 · FRED IPG3344S
Capacity in use, semiconductors
73.9
% of capacity
-2.6 pts on a year earlier
Aug 2026 · FRED CAPUTLG3344S
New orders, computers and electronics
30.9
$ billion a month
+16.5% on a year earlier
Aug 2026 · FRED A34SNO
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayThu, Oct 8, 2026
No filings by the covered companies
Jul 11 to Oct 8 · 41 filings, 0 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- Sep 30Micron · 8-KQuarterly results
- Sep 28AMD · 8-KSold unregistered shares
- Sep 25Marvell · 8-KOther material event
- Sep 17Analog Devices · 8-KSigned a material agreement
- Sep 17Texas Instruments · 8-KInvestor disclosure
- Sep 10Broadcom · 10-QQuarterly report
- Sep 9Analog Devices · 8-KInvestor disclosure
- Sep 8Qualcomm · 8-KSold unregistered shares
Rules and notices
Federal Register, last 45 days- 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
- Oct 2Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 75; Authorization of Production Activity; Essai, Inc.; (Semiconductor Test Equipment); Chandler, Arizona
- Sep 25Notice · International Trade CommissionCertain Dynamic Random Access Memory (DRAM) Devices, Products Containing the Same, and Components Thereof (III); Notice of Institution of Investigation
- Sep 24Rule · Commerce DepartmentMeasures To Restrict Stockpiling of Polysilicon and Polysilicon Derivatives Under Proclamation 11052
- Sep 24Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 27, Notification of Proposed Production Activity; Rochester Electronics, LLC; (Semiconductor Products); Newburyport, Massachusetts
- Sep 10Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 183, Notification of Proposed Production Activity; Dongjin Semichem Texas, Inc.; (Semiconductor-Grade Photoresist Thinner); Killeen, Texas
- Sep 8Notice · International Trade CommissionCertain Foreign-Fabricated Semiconductor Devices, Products Containing the Same, and Components Thereof; Notice of a Commission Determination Not To Review an Initial Determination Granting a Joint Motion To Terminate the Investigation
- Aug 24Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 183, Notification of Proposed Production Activity; Ichor Systems, Inc.; (Semiconductor Equipment); Austin, Texas
- Aug 24Rule · Commerce DepartmentRevisions to the Entity List
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 00:28 UTC, Oct 8
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 | Jun 27, 2026 | $41.3B | +39.5% | 53.2% | 15.7% | 4.1% | +101.1% | 160 | $222M+1.8% |
| Intel INTCProcessors and foundry | Jun 27, 2026 | $57.0B | +7.5% | 38.6% | -0.1% | 21.2% | -42.4% | 130 | — |
| Micron MUMemory | May 28, 2026 | $90.3B | +167.0% | 72.6% | 65.6% | 28.0% | +89.7% | 126 | $5.0B |
| Qualcomm QCOMMobile and auto chips | Jun 28, 2026 | $44.1B | +1.9% | 54.2% | 23.2% | 4.5% | +90.7% | 152 | — |
| Texas Instruments TXNAnalog chips | Jun 30, 2026 | $19.5B | +16.7% | 58.3% | 37.3% | 17.0% | -32.9% | 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 | Jun 28, 2026 | $23.2B | +26.0% | 50.5% | 35.3% | 4.2% | +27.3% | — | $2.4B-9.2% |
| KLA KLACInspection equipment | Jun 30, 2026 | $13.6B | +11.7% | 61.3% | — | 2.8% | +12.1% | 253 | — |
| Median of 12 with a current year | +28.3% | 56.3% | 35.3% | 4.4% |
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, Jul 2026 · UN Comtrade- HS 8542Integrated circuits · $4.4B · +40.1% on a year earlierTaiwan 37% · South Korea 13% · Ireland 11%
- HS 8541Transistors, diodes and solar cells · $1.4B · +7.5% on a year earlierSouth Korea 11% · Kenya 9% · Ethiopia 8%
- HS 8486Chip-making machines · $1.4B · +33.0% on a year earlierJapan 21% · Netherlands 20% · South Korea 12%
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