Micron

MU · Quarter ends ~Dec 3 · report ~Dec 23Table

SK hynix

000660.KS · Quarter ended ~Sep 30 · report ~Jan 27, 2027Table

Samsung Electronics

005930.KS · Quarter ended ~Sep 30 · report ~Jan 27, 2027Table

Company-wide. The memory division only discloses operating profit.

Sandisk

SNDK · Quarter ends ~Jan 1Table

Nvidia

NVDA · Quarter ended ~Oct 25 · report Nov 17Table

AMD

AMD · Quarter ended ~Sep 26 · report Nov 3Table

Intel

INTC · Quarter ends ~Dec 26 · report ~Jan 28, 2027Table

Broadcom

AVGO · Quarter ended ~Nov 1 · report Dec 9Table

Applied Materials

AMAT · Quarter ended ~Oct 25 · report Nov 12Table

Lam Research

LRCX · Quarter ends ~Dec 27 · report ~Jan 27, 2027Table

KLA

KLAC · Quarter ends ~Dec 31 · report ~Jan 28, 2027Table

Western Digital

WDC · Quarter ends ~Jan 1 · report ~Jan 28Table

Includes flash until the Sandisk spin-off in Feb 2025.

Seagate

STX · Quarter ends ~Jan 1 · report ~Jan 26Table

Arista

ANET · Quarter ended ~Sep 30 · report Nov 3Table

Cisco

CSCO · Quarter ended ~Oct 24 · report Nov 12Table

Corning

GLW · Quarter ends ~Dec 31 · report ~Jan 26, 2027Table

Amphenol

APH · Quarter ends ~Dec 31 · report Jan 27, 2027Table

Lumentum

LITE · Quarter ends ~Dec 26 · report ~Feb 2, 2027Table

Includes 3D-sensing lasers for phones, behind the jump in late 2017.

Coherent

COHR · Quarter ended ~Sep 30 · report Nov 4Table

II-VI until it bought Coherent in July 2022. Also makes industrial lasers and materials.

TSMC

2330.TWTable