News
Intel and ACM Research to report quarterly earnings
Monday, January 19, 2026 at 08:53 AM
Several major semiconductor and hardware companies are scheduled to release their quarterly earnings reports, including ACM Research and Intel.
Context
Major semiconductor leaders are entering a high-stakes earnings gauntlet that will define the AI supply chain’s trajectory for 2026. Intel is scheduled to report on January 22 with a consensus revenue target of $13.37 billion, as investors closely monitor its 18A process node progress and recent strategic shifts in U.S. manufacturing. These releases, including ASML on January 26 and Texas Instruments on January 27, serve as a vital health check for an industry projected to surpass a historic $1 trillion in total revenue this year.
The results will act as a barometer for the 41.4% growth forecasted in computing and data storage segments. While ASML's lithography guidance remains the ultimate gatekeeper for AI infrastructure expansion, Texas Instruments will provide essential insight into the recovery of the analog, industrial, and automotive markets. With global semiconductor revenue expected to surge 30.7% year-over-year, these reports will determine if AI-driven demand is sufficient to sustain record-breaking valuations across the broader technology sector.
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