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Arm Holdings Files 6-K Covering Fiscal Fourth Quarter and Full Year 2026 Results
Arm Holdings plc submitted a Form 6-K on May 6, 2026, attaching its fiscal year 2026 earnings press release and shareholder letter covering the period ended March 31, 2026.
Arm Holdings plc Files 20-F for Fiscal Year Ended March 31, 2026: Revenue Concentration, Production Silicon Expansion, and Key Risk Disclosures
Arm Holdings plc's annual 20-F filing for fiscal year 2026 discloses customer and geographic revenue concentration, an expanding push into production silicon, and a detailed risk framework spanning competition, geopolitics, and business-model transition.
ASML Reports €8.8 Billion in Q1 2026 Net Sales, Raises Full-Year Guidance Range to €36–€40 Billion
ASML's first-quarter 2026 Form 6-K discloses net sales of €8.8 billion and net income of €2.8 billion, while management lifts the full-year revenue outlook and cites accelerating customer demand tied to AI infrastructure investment.
ASML Holding N.V. Files 6-K Disclosing Results of 2026 Annual General Meeting
ASML submitted a Form 6-K to the SEC on April 23, 2026, attaching a press release detailing the outcomes of the company's 2026 Annual General Meeting.
TSMC 2026 Annual Shareholders' Meeting: 2025 Full-Year Results Ratified, Articles of Incorporation Amended
TSMC's 2026 Annual Shareholders' Meeting formally acknowledged 2025 consolidated revenue of NT$3,809.05 billion and net income of NT$1,717.88 billion, with diluted EPS of NT$66.25, while also approving amendments to the company's Articles of Incorporation.
TSMC Reports May 2026 Net Revenue of NT$416.98 Billion, Up 30.1% Year-Over-Year
TSMC's June 2026 Form 6-K discloses May 2026 consolidated net revenue of approximately NT$416.98 billion, reflecting a 30.1% increase from the same month in 2025 and a 1.5% sequential gain from April 2026.
Marvell Technology Q1 Fiscal 2027 10-Q: Revenue Rises 28%, Acquisitions Expand AI Connectivity Portfolio
Marvell Technology's quarterly filing for the period ended May 2, 2026 reports net revenue of $2.42 billion, two AI-focused acquisitions, and a $2.0 billion preferred stock issuance to NVIDIA, alongside a significant increase in contingent consideration expense that compressed net income.
Marvell Technology Names Dan Durn CFO and Reaffirms Q2 Fiscal 2027 Outlook
Marvell's June 11, 2026 Form 8-K discloses the appointment of Dan Durn as Chief Financial Officer effective June 15, 2026, the planned departure of incumbent CFO Willem Meintjes, and a reaffirmation of the company's previously issued second-quarter fiscal 2027 financial outlook.
Texas Instruments Q1 2026 10-Q: Revenue Rises 19% Year-Over-Year as Analog Segment Leads Recovery
Texas Instruments' first-quarter 2026 filing discloses $4.83 billion in revenue, a 19% year-over-year increase, with the Analog segment driving the bulk of growth and a pending $7.5 billion acquisition of Silicon Labs adding strategic and financial complexity.
Texas Instruments Names Julie Knecht as Incoming CFO, Succeeding Rafael Lizardi
An 8-K filed June 2, 2026 discloses that Texas Instruments' board has appointed Julie Knecht as senior vice president and CFO effective August 1, 2026, as longtime CFO Rafael Lizardi prepares to retire.
Lam Research Files 8-K Disclosing Fiscal Third-Quarter 2026 Financial Results
Lam Research Corporation submitted a current report on Form 8-K on April 22, 2026, announcing financial results for the fiscal quarter ended March 29, 2026.
Lam Research (LRCX) Fiscal Q3 2026 10-Q: Revenue Rises 24% Year-Over-Year to $5.84 Billion on Foundry and DRAM Demand
Lam Research's third-quarter fiscal 2026 filing discloses record quarterly revenue of $5.84 billion, a 9% sequential and 24% year-over-year increase, alongside $4.99 billion in nine-month net income, while the company flags material risks from export controls, tariffs, and Middle East supply-chain disruptions.
Applied Materials Posts Record Q2 FY2026 Revenue of $7.91 Billion, Raises Semiconductor Equipment Growth Outlook
Applied Materials' second-quarter fiscal 2026 earnings release reports record revenue, expanding margins, and management's raised full-year semiconductor equipment growth forecast of more than 30 percent.
Applied Materials Reports Fiscal Q2 2026 Results: Revenue Rises 11% Year-Over-Year to $7.91 Billion
Applied Materials' 10-Q for the quarter ended April 26, 2026 discloses accelerating revenue growth, expanded segment margins, a $253 million BIS export-controls settlement, and ongoing capital expenditure investment amid elevated trade-policy uncertainty.
Qualcomm Reports Fiscal Q2 2026 Results: Automotive Sets Record, Handset Revenue Declines as Memory Constraints Weigh
Qualcomm's second-quarter fiscal 2026 earnings release discloses $10.6 billion in total revenue, record QCT Automotive sales, a $5.7 billion one-time tax benefit, and third-quarter guidance reflecting continued pressure on handset volumes from Chinese customers.
QUALCOMM Files Fiscal Q2 2026 Form 10-Q: $5.7 Billion Tax Benefit Drives Record Net Income as Handset Revenues Decline and Automotive Growth Accelerates
QUALCOMM's second-quarter fiscal 2026 10-Q discloses a $5.7 billion valuation-allowance release on federal deferred tax assets, producing net income of $7.4 billion on total revenues of $10.6 billion, while the QCT semiconductor segment faces headwinds from memory-driven handset weakness offset by strong automotive and IoT performance.
Micron Technology Prices Cash Tender Offers for Six Series of Senior Notes Totaling Up to $5.4 Billion
Micron's April 1, 2026 8-K discloses the pricing terms for its previously announced tender offers covering six series of outstanding senior notes with maturities ranging from 2031 to 2035.
Micron Technology Appoints Dr. Alexis Black Björlin to Board of Directors
Micron's June 2026 8-K discloses the addition of a semiconductor and AI infrastructure executive to its board, expanding director-level expertise in cloud platforms and data center technologies.
Intel Raises $6.5 Billion in Multi-Tranche Senior Note Offering
An April 30, 2026 Form 8-K discloses Intel Corporation's issuance of five tranches of senior unsecured notes totaling $6.5 billion in aggregate principal, generating approximately $6.47 billion in net proceeds before expenses.
Intel Corporation Reports Annual Meeting Voting Results for May 2026
Intel's Form 8-K filed May 15, 2026 discloses the outcome of all eight proposals voted upon at the company's May 13, 2026 annual stockholder meeting.
Broadcom Inc. (AVGO) Reports Fiscal Q2 2026 Results: Revenue Doubles Year-Over-Year on AI Semiconductor Demand
Broadcom's 10-Q for the quarter ended May 3, 2026 discloses total net revenue of $22.2 billion, net income of $9.3 billion, and remaining performance obligations of approximately $164.6 billion, driven primarily by demand for custom AI accelerators.
Broadcom Launches Cash Tender Offers for Up to $2.5 Billion of Outstanding Senior Notes
Broadcom Inc. has commenced offers to repurchase six series of senior unsecured notes with maturities ranging from 2030 to 2038, capped at $2.5 billion in aggregate purchase price.
AMD Q1 Fiscal 2026 10-Q: Revenue Rises 38% Year-Over-Year to $10.3 Billion on Data Center Demand
Advanced Micro Devices filed its first-quarter fiscal 2026 Form 10-Q on May 6, 2026, disclosing net revenue of $10.3 billion, net income of $1.4 billion, and continued growth in its Data Center segment driven by AI accelerator and server CPU demand.
AMD Files 8-K Disclosing $5 Billion Revolving Credit Facility, Expanded Commercial Paper Program, and 2026 Annual Meeting Results
Advanced Micro Devices replaced its 2022 revolving credit facility with a new $5.0 billion unsecured five-year facility, raised its commercial paper program ceiling to $5.5 billion, and reported the outcomes of its May 13, 2026 Annual Meeting of Stockholders.
NVIDIA Files 8-K Disclosing First Quarter Fiscal 2027 Financial Results
NVIDIA Corporation submitted a Form 8-K on May 20, 2026, announcing results for its fiscal first quarter ended April 26, 2026, with accompanying CFO commentary filed as exhibits.
NVIDIA Corporation (NVDA) Reports Q1 Fiscal Year 2027 Results: Revenue of $81.6 Billion, Up 85% Year-over-Year
NVIDIA's 10-Q for the quarter ended April 26, 2026 discloses record quarterly revenue of $81.6 billion, net income of $58.3 billion, and a gross margin of 74.9%, driven primarily by continued Blackwell platform ramp in the Data Center segment.