Earnings

Companies that FILED a 10-Q or annual report with the SEC in the last 90 days — real filing dates from EDGAR, joined to each company's position in the tracked semiconductor & AI supply chain. Nothing here is a forecast or an opinion.

Data as of 2026-07-25.

Filed in the last 90 days — 135 tracked companies

Every tracked company with a resolved SEC CIK is checked against its real EDGAR filing history for its most recent 10-Q and most recent annual report (10-K, or 20-F/40-F for foreign private issuers) — this is every one whose latest filing date falls in the window, newest first. A revenue figure is shown only when it shares the SAME reporting period as the filing; otherwise the row says so instead of showing a stale number. "Downstream" dependents means every tracked company reachable by following customer relationships from this one, any depth.

  1. Texas Instruments (TXN) — filed 10-Q on 2026-07-24, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $255.3B.
  2. Intel (INTC) — filed 10-Q on 2026-07-24, period ended 2026-06-27 (filing ↗), no matching revenue figure for this filed period yet.
  3. Alphabet (Google) (GOOGL) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $3.91T.
  4. Tesla (TSLA) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $1.24T.
  5. IBM (IBM) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $201.8B.
  6. MaxLinear (MXL) — filed 10-Q on 2026-07-23, period ended 2026-06-30 (filing ↗), no matching revenue figure for this filed period yet, market cap $6.5B.
  7. SMART Modular Technologies (PENG) — filed 10-Q on 2026-07-07, period ended 2026-05-29 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.8B.
  8. Jabil (JBL) — filed 10-Q on 2026-06-30, period ended 2026-05-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $32.8B.
  9. Sify Technologies (SIFY) — filed 20-F on 2026-06-26, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $1.0B.
  10. Micron Technology (MU) — filed 10-Q on 2026-06-25, period ended 2026-05-28 (filing ↗), revenue $41.5B. Micron Technology reported Q2 2026 revenue of $41.5B. 12 tracked companies list it as a key supplier.
  11. Cerebras Systems — filed 10-Q on 2026-06-24, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet.
  12. Oracle (ORCL) — filed 10-K on 2026-06-22, period ended 2026-05-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $331.2B.
  13. Credo Technology (CRDO) — filed 10-K on 2026-06-15, period ended 2026-05-02 (filing ↗), no matching revenue figure for this filed period yet, market cap $39.8B.
  14. Photronics (PLAB) — filed 10-Q on 2026-06-11, period ended 2026-05-03 (filing ↗), revenue $210M, market cap $1.8B. Photronics reported Q1 2026 revenue of $210M. 8 tracked companies list it as a key supplier.
  15. Broadcom (AVGO) — filed 10-Q on 2026-06-09, period ended 2026-05-03 (filing ↗), revenue $22.2B, market cap $1.82T. Q1 2026: Broadcom posted $22.2B in revenue. 45 companies in the tracked graph name it among their suppliers.
  16. Dell Technologies (DELL) — filed 10-Q on 2026-06-09, period ended 2026-05-01 (filing ↗), revenue $43.8B, market cap $282.7B. Dell Technologies reported Q1 2026 revenue of $43.8B. 18 tracked companies list it as a key supplier.
  17. Ciena (CIEN) — filed 10-Q on 2026-06-04, period ended 2026-05-02 (filing ↗), revenue $1.6B, market cap $55.3B. Ciena's Q1 2026 revenue was $1.6B; 3 other tracked companies depend on it directly.
  18. Keysight Technologies (KEYS) — filed 10-Q on 2026-06-04, period ended 2026-04-30 (filing ↗), revenue $1.7B, market cap $54.5B. Q1 2026: Keysight Technologies posted $1.7B in revenue. 13 companies in the tracked graph name it among their suppliers.
  19. Hewlett Packard Enterprise (HPE) — filed 10-Q on 2026-06-02, period ended 2026-04-30 (filing ↗), revenue $10.7B, market cap $63.1B. Q1 2026: Hewlett Packard Enterprise posted $10.7B in revenue. 1 companies in the tracked graph name it among their suppliers.
  20. Ambarella (AMBA) — filed 10-Q on 2026-06-02, period ended 2026-04-30 (filing ↗), revenue $100M, market cap $3.0B. Q1 2026: Ambarella posted $100M in revenue. 1 companies in the tracked graph name it among their suppliers.
  21. HIVE Digital Technologies (HIVE) — filed 10-K on 2026-06-02, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $790M.
  22. Marvell Technology (MRVL) — filed 10-Q on 2026-05-28, period ended 2026-05-02 (filing ↗), revenue $2.4B, market cap $174.3B. Marvell Technology's Q1 2026 revenue was $2.4B; 15 other tracked companies depend on it directly.
  23. Synopsys (SNPS) — filed 10-Q on 2026-05-27, period ended 2026-04-30 (filing ↗), revenue $2.3B, market cap $71.5B. Synopsys's Q1 2026 revenue was $2.3B; 11 other tracked companies depend on it directly.
  24. Semtech (SMTC) — filed 10-Q on 2026-05-27, period ended 2026-04-26 (filing ↗), revenue $291M, market cap $11.7B. For Q1 2026, Semtech recorded $291M in revenue. The graph records 1 direct dependents for it.
  25. Arm Holdings (ARM) — filed 20-F on 2026-05-26, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $277.7B.
  26. Applied Materials (AMAT) — filed 10-Q on 2026-05-21, period ended 2026-04-26 (filing ↗), revenue $7.9B, market cap $425.8B. Applied Materials's Q1 2026 revenue was $7.9B; 10 other tracked companies depend on it directly.
  27. Microchip Technology (MCHP) — filed 10-K on 2026-05-21, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $42.8B.
  28. Nordson (NDSN) — filed 10-Q on 2026-05-21, period ended 2026-04-30 (filing ↗), revenue $741M, market cap $16.5B. Nordson's Q1 2026 revenue was $741M; 10 other tracked companies depend on it directly.
  29. Allegro MicroSystems (ALGM) — filed 10-K on 2026-05-21, period ended 2026-03-27 (filing ↗), no matching revenue figure for this filed period yet, market cap $8.6B.
  30. Cirrus Logic (CRUS) — filed 10-K on 2026-05-21, period ended 2026-03-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $6.7B.
  31. NVIDIA (NVDA) — filed 10-Q on 2026-05-20, period ended 2026-04-26 (filing ↗), revenue $81.6B, market cap $5.01T. NVIDIA's Q1 2026 revenue was $81.6B; 45 other tracked companies depend on it directly.
  32. Alibaba Group (BABA) — filed 20-F on 2026-05-20, period ended 2026-03-31 (filing ↗), revenue $148.4B, +8.1% versus the prior fiscal year, market cap $268.8B. For fiscal 2026, Alibaba Group recorded $148.4B in revenue, 8.1% higher than the prior fiscal year. The graph records no direct dependents for it.
  33. Analog Devices (ADI) — filed 10-Q on 2026-05-20, period ended 2026-05-02 (filing ↗), revenue $3.6B, market cap $181.1B. For Q1 2026, Analog Devices recorded $3.6B in revenue. The graph records 14 direct dependents for it.
  34. Cisco Systems (CSCO) — filed 10-Q on 2026-05-19, period ended 2026-04-25 (filing ↗), revenue $15.8B, market cap $450.0B. For Q1 2026, Cisco Systems recorded $15.8B in revenue. The graph records 1 direct dependents for it.
  35. Bit Digital (BTBT) — filed 10-Q on 2026-05-15, period ended 2026-03-31 (filing ↗), revenue $28M, market cap $480M. Bit Digital reported Q1 2026 revenue of $28M. No tracked company lists it as a key supplier yet.
  36. Soluna Holdings (SLNH) — filed 10-Q on 2026-05-15, period ended 2026-03-31 (filing ↗), revenue $9M, market cap $200M. For Q1 2026, Soluna Holdings recorded $9M in revenue. The graph records 7 direct dependents for it.
  37. Blaize (BZAI) — filed 10-Q on 2026-05-14, period ended 2026-03-31 (filing ↗), revenue $3M, market cap $130M. Blaize reported Q1 2026 revenue of $3M. No tracked company lists it as a key supplier yet.
  38. Vishay Intertechnology (VSH) — filed 10-Q on 2026-05-13, period ended 2026-04-04 (filing ↗), revenue $839M, market cap $5.9B. Vishay Intertechnology's Q1 2026 revenue was $839M; 2 other tracked companies depend on it directly.
  39. QuickLogic (QUIK) — filed 10-Q on 2026-05-13, period ended 2026-03-29 (filing ↗), revenue $5M, market cap $220M. For Q1 2026, QuickLogic recorded $5M in revenue. The graph records 8 direct dependents for it.
  40. Guerrilla RF, Inc. (GUER) — filed 10-Q on 2026-05-13, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $30M.
  41. Arteris (AIP) — filed 10-Q on 2026-05-12, period ended 2026-03-31 (filing ↗), revenue $23M, market cap $1.4B. Q1 2026: Arteris posted $23M in revenue. 8 companies in the tracked graph name it among their suppliers.
  42. Netlist (NLST) — filed 10-Q on 2026-05-12, period ended 2026-03-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $830M.
  43. Super Micro Computer (SMCI) — filed 10-Q on 2026-05-11, period ended 2026-03-31 (filing ↗), revenue $10.2B, market cap $19.5B. Q1 2026: Super Micro Computer posted $10.2B in revenue. 18 companies in the tracked graph name it among their suppliers.
  44. Ceva (CEVA) — filed 10-Q on 2026-05-11, period ended 2026-03-31 (filing ↗), revenue $27M, market cap $1.0B. Ceva reported Q1 2026 revenue of $27M. 8 tracked companies list it as a key supplier.
  45. indie Semiconductor (INDI) — filed 10-Q on 2026-05-11, period ended 2026-03-31 (filing ↗), revenue $55M, market cap $730M. indie Semiconductor's Q1 2026 revenue was $55M; no other tracked company depends on it directly in this dataset.
  46. inTEST (INTT) — filed 10-Q on 2026-05-11, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $170M.
  47. Sequans Communications (SQNS) — filed 20-F on 2026-05-11, period ended 2025-12-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $40M.
  48. CoreWeave (CRWV) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $2.1B, market cap $39.2B. CoreWeave's Q1 2026 revenue was $2.1B; 15 other tracked companies depend on it directly.
  49. IREN (IREN) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $145M, market cap $13.3B. Q1 2026: IREN posted $145M in revenue. 5 companies in the tracked graph name it among their suppliers.
  50. TeraWulf (WULF) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $34M, market cap $9.2B. For Q1 2026, TeraWulf recorded $34M in revenue. The graph records 5 direct dependents for it.
  51. Galaxy Digital (GLXY) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $10.0B, market cap $8.8B. Galaxy Digital's Q1 2026 revenue was $10.0B; 5 other tracked companies depend on it directly.
  52. Qorvo (QRVO) — filed 10-K on 2026-05-08, period ended 2026-03-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $7.6B.
  53. ACM Research (ACMR) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $231M, market cap $5.8B. For Q1 2026, ACM Research recorded $231M in revenue. The graph records 9 direct dependents for it.
  54. Axcelis Technologies (ACLS) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $199M, market cap $4.1B. Q1 2026: Axcelis Technologies posted $199M in revenue. 7 companies in the tracked graph name it among their suppliers.
  55. nLight (LASR) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $80M, market cap $4.0B. For Q1 2026, nLight recorded $80M in revenue. The graph records 3 direct dependents for it.
  56. SkyWater Technology (SKYT) — filed 10-Q on 2026-05-08, period ended 2026-03-29 (filing ↗), revenue $161M, market cap $1.5B. SkyWater Technology reported Q1 2026 revenue of $161M. 6 tracked companies list it as a key supplier.
  57. Aeva Technologies (AEVA) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $6M, market cap $1.0B. Q1 2026: Aeva Technologies posted $6M in revenue. 3 companies in the tracked graph name it among their suppliers.
  58. Magnachip Semiconductor (MX) — filed 10-Q on 2026-05-08, period ended 2026-03-31 (filing ↗), revenue $46M, market cap $130M. For Q1 2026, Magnachip Semiconductor recorded $46M in revenue. The graph records no direct dependents for it.
  59. MKS Instruments (MKSI) — filed 10-Q on 2026-05-07, period ended 2026-03-31 (filing ↗), revenue $1.1B, market cap $22.2B. MKS Instruments reported Q1 2026 revenue of $1.1B. 13 tracked companies list it as a key supplier.
  60. MACOM Technology (MTSI) — filed 10-Q on 2026-05-07, period ended 2026-04-03 (filing ↗), revenue $289M, market cap $20.4B. Q1 2026: MACOM Technology posted $289M in revenue. 1 companies in the tracked graph name it among their suppliers.
  61. SiTime (SITM) — filed 10-Q on 2026-05-07, period ended 2026-03-31 (filing ↗), revenue $114M, market cap $16.6B. SiTime reported Q1 2026 revenue of $114M. 1 tracked companies list it as a key supplier.
  62. Arrow Electronics (ARW) — filed 10-Q on 2026-05-07, period ended 2026-04-04 (filing ↗), revenue $9.5B, market cap $10.8B. Q1 2026: Arrow Electronics posted $9.5B in revenue. 6 companies in the tracked graph name it among their suppliers.
  63. Bruker (BRKR) — filed 10-Q on 2026-05-07, period ended 2026-03-31 (filing ↗), revenue $823M, market cap $9.2B. For Q1 2026, Bruker recorded $823M in revenue. The graph records 7 direct dependents for it.
  64. Applied Optoelectronics (AAOI) — filed 10-Q on 2026-05-07, period ended 2026-03-31 (filing ↗), revenue $151M, market cap $8.0B. Applied Optoelectronics's Q1 2026 revenue was $151M; 5 other tracked companies depend on it directly.
  65. Kulicke & Soffa (KLIC) — filed 10-Q on 2026-05-07, period ended 2026-04-04 (filing ↗), revenue $243M, market cap $5.3B. Kulicke & Soffa reported Q1 2026 revenue of $243M. 14 tracked companies list it as a key supplier.
  66. Synaptics (SYNA) — filed 10-Q on 2026-05-07, period ended 2026-03-28 (filing ↗), revenue $294M, market cap $4.4B. Synaptics reported Q1 2026 revenue of $294M. No tracked company lists it as a key supplier yet.
  67. Diodes Incorporated (DIOD) — filed 10-Q on 2026-05-07, period ended 2026-03-31 (filing ↗), revenue $405M, market cap $4.0B. For Q1 2026, Diodes Incorporated recorded $405M in revenue. The graph records 1 direct dependents for it.
  68. Power Integrations (POWI) — filed 10-Q on 2026-05-07, period ended 2026-03-31 (filing ↗), revenue $108M, market cap $3.5B. Power Integrations's Q1 2026 revenue was $108M; 1 other tracked companies depend on it directly.
  69. PDF Solutions (PDFS) — filed 10-Q on 2026-05-07, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.1B.
  70. Wolfspeed (WOLF) — filed 10-Q on 2026-05-07, period ended 2026-03-29 (filing ↗), revenue $150M, market cap $1.2B. Wolfspeed reported Q1 2026 revenue of $150M. 10 tracked companies list it as a key supplier.
  71. Silvaco Group, Inc. (SVCO) — filed 10-Q on 2026-05-07, period ended 2026-03-31 (filing ↗), revenue $18M, market cap $260M. Q1 2026: Silvaco Group, Inc. posted $18M in revenue. No company in the tracked graph names it as a supplier yet.
  72. AMD (AMD) — filed 10-Q on 2026-05-06, period ended 2026-03-28 (filing ↗), revenue $10.3B, market cap $851.1B. For Q1 2026, AMD recorded $10.3B in revenue. The graph records 23 direct dependents for it.
  73. Arista Networks (ANET) — filed 10-Q on 2026-05-06, period ended 2026-03-31 (filing ↗), revenue $2.7B, market cap $219.1B. Arista Networks's Q1 2026 revenue was $2.7B; 3 other tracked companies depend on it directly.
  74. Lumentum Holdings (LITE) — filed 10-Q on 2026-05-06, period ended 2026-03-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $59.4B.
  75. Coherent (COHR) — filed 10-Q on 2026-05-06, period ended 2026-03-31 (filing ↗), revenue $1.8B, market cap $55.3B. For Q1 2026, Coherent recorded $1.8B in revenue. The graph records 23 direct dependents for it.
  76. Astera Labs (ALAB) — filed 10-Q on 2026-05-06, period ended 2026-03-31 (filing ↗), revenue $308M, market cap $50.0B. For Q1 2026, Astera Labs recorded $308M in revenue. The graph records 2 direct dependents for it.
  77. Hut 8 (HUT) — filed 10-Q on 2026-05-06, period ended 2026-03-31 (filing ↗), revenue $71M, market cap $12.4B. Q1 2026: Hut 8 posted $71M in revenue. 5 companies in the tracked graph name it among their suppliers.
  78. Littelfuse (LFUS) — filed 10-Q on 2026-05-06, period ended 2026-03-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $10.2B.
  79. Core Scientific (CORZ) — filed 10-Q on 2026-05-06, period ended 2026-03-31 (filing ↗), revenue $115M, market cap $7.2B. Core Scientific's Q1 2026 revenue was $115M; 5 other tracked companies depend on it directly.
  80. Adeia Inc. (ADEA) — filed 10-Q on 2026-05-06, period ended 2026-03-31 (filing ↗), revenue $105M, market cap $2.9B. Adeia Inc.'s Q1 2026 revenue was $105M; 8 other tracked companies depend on it directly.
  81. Alpha and Omega Semiconductor (AOSL) — filed 10-Q on 2026-05-06, period ended 2026-03-31 (filing ↗), revenue $164M, market cap $920M. Alpha and Omega Semiconductor reported Q1 2026 revenue of $164M. 2 tracked companies list it as a key supplier.
  82. Eaton (ETN) — filed 10-Q on 2026-05-05, period ended 2026-03-31 (filing ↗), revenue $7.5B, market cap $156.9B. Eaton reported Q1 2026 revenue of $7.5B. 45 tracked companies list it as a key supplier.
  83. DuPont (DD) — filed 10-Q on 2026-05-05, period ended 2026-03-31 (filing ↗), revenue $1.7B, market cap $18.6B. DuPont reported Q1 2026 revenue of $1.7B. 8 tracked companies list it as a key supplier.
  84. Fabrinet (FN) — filed 10-Q on 2026-05-05, period ended 2026-03-27 (filing ↗), revenue $1.2B, market cap $17.1B. Q1 2026: Fabrinet posted $1.2B in revenue. 5 companies in the tracked graph name it among their suppliers.
  85. Onto Innovation (ONTO) — filed 10-Q on 2026-05-05, period ended 2026-03-31 (filing ↗), revenue $292M, market cap $13.6B. Onto Innovation's Q1 2026 revenue was $292M; 7 other tracked companies depend on it directly.
  86. Cipher Mining (CIFR) — filed 10-Q on 2026-05-05, period ended 2026-03-31 (filing ↗), revenue $35M, market cap $9.5B. Cipher Mining reported Q1 2026 revenue of $35M. 5 tracked companies list it as a key supplier.
  87. Skyworks Solutions (SWKS) — filed 10-Q on 2026-05-05, period ended 2026-04-03 (filing ↗), revenue $944M, market cap $9.1B. Skyworks Solutions reported Q1 2026 revenue of $944M. 2 tracked companies list it as a key supplier.
  88. FormFactor (FORM) — filed 10-Q on 2026-05-05, period ended 2026-03-28 (filing ↗), revenue $226M, market cap $8.1B. FormFactor reported Q1 2026 revenue of $226M. 7 tracked companies list it as a key supplier.
  89. Silicon Labs (SLAB) — filed 10-Q on 2026-05-05, period ended 2026-04-04 (filing ↗), revenue $214M, market cap $7.2B. Silicon Labs's Q1 2026 revenue was $214M; 1 other tracked companies depend on it directly.
  90. Veeco Instruments (VECO) — filed 10-Q on 2026-05-05, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $3.1B.
  91. Ichor Holdings (ICHR) — filed 10-Q on 2026-05-05, period ended 2026-03-27 (filing ↗), revenue $256M, market cap $3.0B. Ichor Holdings's Q1 2026 revenue was $256M; 9 other tracked companies depend on it directly.
  92. Navitas Semiconductor (NVTS) — filed 10-Q on 2026-05-05, period ended 2026-03-31 (filing ↗), revenue $9M, market cap $2.7B. Q1 2026: Navitas Semiconductor posted $9M in revenue. 1 companies in the tracked graph name it among their suppliers.
  93. Atomera (ATOM) — filed 10-Q on 2026-05-05, period ended 2026-03-31 (filing ↗), revenue $11,000, market cap $200M. For Q1 2026, Atomera recorded $11,000 in revenue. The graph records 13 direct dependents for it.
  94. Monolithic Power Systems (MPWR) — filed 10-Q on 2026-05-04, period ended 2026-03-31 (filing ↗), revenue $804M, market cap $65.5B. For Q1 2026, Monolithic Power Systems recorded $804M in revenue. The graph records 2 direct dependents for it.
  95. onsemi (ON) — filed 10-Q on 2026-05-04, period ended 2026-04-03 (filing ↗), revenue $1.5B, market cap $33.8B. Q1 2026: onsemi posted $1.5B in revenue. 2 companies in the tracked graph name it among their suppliers.
  96. Lattice Semiconductor (LSCC) — filed 10-Q on 2026-05-04, period ended 2026-04-04 (filing ↗), revenue $171M, market cap $17.6B. For Q1 2026, Lattice Semiconductor recorded $171M in revenue. The graph records no direct dependents for it.
  97. Advanced Energy (AEIS) — filed 10-Q on 2026-05-04, period ended 2026-03-31 (filing ↗), revenue $511M, market cap $12.2B. Q1 2026: Advanced Energy posted $511M in revenue. 13 companies in the tracked graph name it among their suppliers.
  98. Apple (AAPL) — filed 10-Q on 2026-05-01, period ended 2026-03-28 (filing ↗), revenue $111.2B, market cap $4.89T. Apple reported Q1 2026 revenue of $111.2B. No tracked company lists it as a key supplier yet.
  99. Linde (LIN) — filed 10-Q on 2026-05-01, period ended 2026-03-31 (filing ↗), revenue $8.8B, market cap $236.8B. Linde's Q1 2026 revenue was $8.8B; 9 other tracked companies depend on it directly.
  100. Cadence Design Systems (CDNS) — filed 10-Q on 2026-05-01, period ended 2026-03-31 (filing ↗), revenue $1.5B, market cap $90.0B. For Q1 2026, Cadence Design Systems recorded $1.5B in revenue. The graph records 10 direct dependents for it.
  101. Digital Realty (DLR) — filed 10-Q on 2026-05-01, period ended 2026-03-31 (filing ↗), revenue $1.6B, market cap $74.9B. Digital Realty's Q1 2026 revenue was $1.6B; 6 other tracked companies depend on it directly.
  102. Teradyne (TER) — filed 10-Q on 2026-05-01, period ended 2026-03-29 (filing ↗), revenue $1.3B, market cap $54.8B. For Q1 2026, Teradyne recorded $1.3B in revenue. The graph records 10 direct dependents for it.
  103. nVent Electrical (NVT) — filed 10-Q on 2026-05-01, period ended 2026-03-31 (filing ↗), revenue $1.2B, market cap $24.6B. nVent Electrical reported Q1 2026 revenue of $1.2B. 7 tracked companies list it as a key supplier.
  104. TTM Technologies (TTMI) — filed 10-Q on 2026-05-01, period ended 2026-03-30 (filing ↗), revenue $846M, market cap $13.7B. TTM Technologies's Q1 2026 revenue was $846M; 7 other tracked companies depend on it directly.
  105. Avnet (AVT) — filed 10-Q on 2026-05-01, period ended 2026-03-28 (filing ↗), revenue $7.1B, market cap $7.3B. Avnet's Q1 2026 revenue was $7.1B; 5 other tracked companies depend on it directly.
  106. Cohu (COHU) — filed 10-Q on 2026-05-01, period ended 2026-03-28 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.4B.
  107. SanDisk (SNDK) — filed 10-Q on 2026-05-01, period ended 2026-04-03 (filing ↗), revenue $6.0B. SanDisk's Q1 2026 revenue was $6.0B; 6 other tracked companies depend on it directly.
  108. Amazon (Annapurna Labs) (AMZN) — filed 10-Q on 2026-04-30, period ended 2026-03-31 (filing ↗), revenue $181.5B, market cap $2.50T. Amazon (Annapurna Labs)'s Q1 2026 revenue was $181.5B; 4 other tracked companies depend on it directly.
  109. Meta Platforms (META) — filed 10-Q on 2026-04-30, period ended 2026-03-31 (filing ↗), revenue $56.3B, market cap $1.51T. Meta Platforms reported Q1 2026 revenue of $56.3B. No tracked company lists it as a key supplier yet.
  110. KLA (KLAC) — filed 10-Q on 2026-04-30, period ended 2026-03-31 (filing ↗), revenue $3.4B, market cap $275.0B. KLA reported Q1 2026 revenue of $3.4B. 8 tracked companies list it as a key supplier.
  111. Air Products (APD) — filed 10-Q on 2026-04-30, period ended 2026-03-31 (filing ↗), revenue $3.2B, market cap $66.3B. For Q1 2026, Air Products recorded $3.2B in revenue. The graph records 8 direct dependents for it.
  112. United Microelectronics (UMC) (UMC) — filed 20-F on 2026-04-30, period ended 2025-12-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $48.9B.
  113. Nebius Group (NBIS) — filed 20-F on 2026-04-30, period ended 2025-12-31 (filing ↗), revenue $530M, +350.9% versus the prior fiscal year, market cap $47.7B. Nebius Group's fiscal 2025 revenue was $530M (up 350.9% versus the prior fiscal year); 1 other tracked companies depend on it directly.
  114. Iron Mountain (IRM) — filed 10-Q on 2026-04-30, period ended 2026-03-31 (filing ↗), revenue $1.9B, market cap $38.2B. For Q1 2026, Iron Mountain recorded $1.9B in revenue. The graph records 5 direct dependents for it.
  115. Tower Semiconductor (TSEM) — filed 20-F on 2026-04-30, period ended 2025-12-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $26.4B.
  116. Entegris (ENTG) — filed 10-Q on 2026-04-30, period ended 2026-03-28 (filing ↗), revenue $812M, market cap $19.7B. Q1 2026: Entegris posted $812M in revenue. 8 companies in the tracked graph name it among their suppliers.
  117. Vicor (VICR) — filed 10-Q on 2026-04-30, period ended 2026-03-31 (filing ↗), revenue $113M, market cap $9.6B. Q1 2026: Vicor posted $113M in revenue. 1 companies in the tracked graph name it among their suppliers.
  118. Silicon Motion (SIMO) — filed 20-F on 2026-04-30, period ended 2025-12-31 (filing ↗), revenue $886M, +10.2% versus the prior fiscal year, market cap $9.2B. fiscal 2025: Silicon Motion posted $886M in revenue, up 10.2% from the prior fiscal year. 6 companies in the tracked graph name it among their suppliers.
  119. Bitdeer Technologies (BTDR) — filed 20-F on 2026-04-30, period ended 2025-12-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $2.8B.
  120. Microsoft (MSFT) — filed 10-Q on 2026-04-29, period ended 2026-03-31 (filing ↗), revenue $82.9B, market cap $2.84T. For Q1 2026, Microsoft recorded $82.9B in revenue. The graph records 12 direct dependents for it.
  121. Qualcomm (QCOM) — filed 10-Q on 2026-04-29, period ended 2026-03-29 (filing ↗), revenue $10.6B, market cap $176.0B. Qualcomm reported Q1 2026 revenue of $10.6B. 2 tracked companies list it as a key supplier.
  122. Equinix (EQIX) — filed 10-Q on 2026-04-29, period ended 2026-03-31 (filing ↗), revenue $2.4B, market cap $106.9B. Q1 2026: Equinix posted $2.4B in revenue. 7 companies in the tracked graph name it among their suppliers.
  123. Element Solutions (ESI) — filed 10-Q on 2026-04-29, period ended 2026-03-31 (filing ↗), revenue $840M, market cap $9.1B. Q1 2026: Element Solutions posted $840M in revenue. 7 companies in the tracked graph name it among their suppliers.
  124. Avantor (AVTR) — filed 10-Q on 2026-04-29, period ended 2026-03-31 (filing ↗), revenue $1.6B, market cap $7.8B. Avantor reported Q1 2026 revenue of $1.6B. 7 tracked companies list it as a key supplier.
  125. GDS Holdings (GDS) — filed 20-F on 2026-04-29, period ended 2025-12-31 (filing ↗), revenue $1.6B, +10.8% versus the prior fiscal year, market cap $6.3B. GDS Holdings reported fiscal 2025 revenue of $1.6B, up 10.8% versus the prior fiscal year. 5 tracked companies list it as a key supplier.
  126. Materion (MTRN) — filed 10-Q on 2026-04-29, period ended 2026-04-03 (filing ↗), revenue $550M, market cap $5.0B. Q1 2026: Materion posted $550M in revenue. 7 companies in the tracked graph name it among their suppliers.
  127. Ultra Clean Holdings (UCTT) — filed 10-Q on 2026-04-29, period ended 2026-03-27 (filing ↗), no matching revenue figure for this filed period yet, market cap $4.2B.
  128. Everspin Technologies (MRAM) — filed 10-Q on 2026-04-29, period ended 2026-03-31 (filing ↗), revenue $15M, market cap $350M. For Q1 2026, Everspin Technologies recorded $15M in revenue. The graph records 4 direct dependents for it.
  129. American Tower (AMT) — filed 10-Q on 2026-04-28, period ended 2026-03-31 (filing ↗), revenue $2.7B, market cap $77.7B. American Tower reported Q1 2026 revenue of $2.7B. 5 tracked companies list it as a key supplier.
  130. NXP Semiconductors (NXPI) — filed 10-Q on 2026-04-28, period ended 2026-03-29 (filing ↗), revenue $3.2B, market cap $68.0B. NXP Semiconductors reported Q1 2026 revenue of $3.2B. 15 tracked companies list it as a key supplier.
  131. Amkor Technology (AMKR) — filed 10-Q on 2026-04-28, period ended 2026-03-31 (filing ↗), revenue $1.7B, market cap $16.1B. Amkor Technology reported Q1 2026 revenue of $1.7B. 6 tracked companies list it as a key supplier.
  132. Rambus (RMBS) — filed 10-Q on 2026-04-28, period ended 2026-03-31 (filing ↗), no matching revenue figure for this filed period yet, market cap $10.4B.
  133. Knowles (KN) — filed 10-Q on 2026-04-28, period ended 2026-03-31 (filing ↗), revenue $153M, market cap $3.2B. Knowles's Q1 2026 revenue was $153M; 2 other tracked companies depend on it directly.
  134. DigitalBridge (DBRG) — filed 10-Q on 2026-04-28, period ended 2026-03-31 (filing ↗), revenue $72M, market cap $2.9B. Q1 2026: DigitalBridge posted $72M in revenue. 5 companies in the tracked graph name it among their suppliers.
  135. Celestica (CLS) — filed 10-Q on 2026-04-27, period ended 2026-03-31 (filing ↗), revenue $4.0B, market cap $35.1B. Q1 2026: Celestica posted $4.0B in revenue. 5 companies in the tracked graph name it among their suppliers.

Coverage: 395 tracked companies carry a real reported revenue figure or a resolved SEC filer record (163 have a resolved SEC CIK, 152 of those have at least one 10-Q/10-K/20-F/40-F on file, 135 filed one in the last 90 days). Separately, the most recently reported XBRL-tagged quarter across the tracked, quarterly-reporting cohort is Q1 2026 — that lags real filings by design and is kept only as a secondary, legacy fact. Net income and operating margin are shown only where they share the same reporting period as revenue on that row. Source: SEC EDGAR and, where a company doesn't file with the SEC, its exchange financial statements.

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