KLA filed its 10-Q for the quarter ended 2026-03-31, covering process control and wafer inspection results that PMs use to gauge WFE spending and leading-edge fab capex by TSMC, Samsung, and SK hynix. Watch China revenue mix, services growth, and any guidance commentary tied to NA/HBM/advanced packaging demand. Full filing body not analyzed; description inferred from form + item codes.
Entegris filed its 10-Q quarterly report for the period ended 2026-03-28, which should contain Q1 revenue, margins, and segment detail relevant to advanced node materials and wafer fab consumables demand. PMs should focus on commentary around leading-edge logic/memory ramp at TSMC and Samsung/SK Hynix, CMC/filtration mix, and any update to FY26 guidance tied to HBM and AI capex. Full filing body not analyzed; description inferred from form + item codes.
Entegris filed an 8-K announcing quarterly results (Item 2.02) with supporting exhibits (Item 9.01), typically including a press release and possibly forward guidance relevant to semiconductor materials demand. PMs should watch revenue trajectory, gross margin, and commentary on wafer fab consumables tied to leading-edge logic and memory capex. Full filing body not analyzed; description inferred from form + item codes.
Filing under Item 8.01 signals an unscheduled material event Amkor opted to disclose voluntarily, with Item 9.01 attaching supporting exhibits (often a press release or agreement copy). Without the body, the trigger is ambiguous — plausible candidates include a customer/capacity announcement, capital action, or litigation update relevant to OSAT pricing and TSMC/Apple advanced-packaging dynamics. Full filing body not analyzed; description inferred from form + item codes.
Intel filed an 8-K under Item 8.01 (Other Material Events) with Item 9.01 exhibits attached, signaling a company-initiated disclosure outside standard triggers like earnings or M&A. Full filing body not analyzed; description inferred from form + item codes. PMs should review the exhibit for context — 8.01 filings can range from minor updates to material business developments (regulatory, capacity, customer wins).
WDC filed an 8-K announcing quarterly results (Item 2.02) with supporting exhibits (Item 9.01), typically including the earnings press release and selected financials. PMs should focus on HDD/flash segment revenue, gross margin trajectory amid the storage upcycle, and any forward commentary on nearline demand from AI hyperscalers. Full filing body not analyzed; description inferred from form + item codes.
8-K under Item 2.02 indicates Monolithic Power Systems released quarterly earnings results, with Item 9.01 attaching the press release as an exhibit. PMs should focus on revenue trajectory, gross margin, and any data center / AI power exposure commentary given MPWR's role supplying voltage regulators to NVIDIA and hyperscaler platforms. Full filing body not analyzed; description inferred from form + item codes.
Meta filed its Q1 2026 quarterly report covering the period ended 2026-03-31, which will detail Family of Apps ad revenue, Reality Labs operating losses, and updated FY26 capex guidance tied to AI infrastructure buildout. Full filing body not analyzed; description inferred from form + item codes. PM-relevant for semiconductor coverage: Meta's capex run-rate and AI accelerator mix drive demand signals for NVDA, AMD, TSMC CoWoS, SK hynix/Samsung HBM, and broader DC supply chain.
Alphabet filed its Q1 2026 10-Q covering the quarter ended March 31, 2026, which will detail Search/YouTube/Cloud segment revenue, operating margin trends, capex run-rate (key for semiconductor demand read-through), and TPU/AI infrastructure commentary. Full filing body not analyzed; description inferred from form + item codes. PM-relevant for hyperscaler capex signals feeding NVDA/AVGO/TSMC and HBM demand.