Period: 2026Q1
Q1 2026 earnings calls and guidance from 19 semiconductor companies spanning memory MU, 000660.KS, 005930.KS, 2408.TW, equipment LRCX, KLAC, VECO, MRK.DE, foundry/fabless GFS, STM, MRVL, NXPI, packaging AMKR, KLIC, 6488.TW, materials ENTG, sensors TER, and components 009150.KS, 2454.TW, IFX.DE | Coverage: Q1 2026 Micron says DRAM supply will remain 'substantially short of demand through and beyond calendar 2026' while raising capex to $20B, and SK hynix printed KRW 52.6T in Q1 revenue, up 198% y
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