Weekly digest · Automated from stored data

This week in chips, 9–15 November 2026

Issued Monday 2026-11-09 at 06:00 UTC · By AW

3 covered companies report results this week, starting with Onto Innovation.

Last week 3 companies reported against their own revenue guidance: 1 beat, 2 in line and 0 missed.

Earnings this week

Source: company investor-relations announcements, as stored in the earnings calendar.

Calculated: reported revenue vs the midpoint of the company's own guidance; in line = within the guided range. Guidance tracker →

Taiwan monthly revenue
TSMC reported NT$511.9B of revenue for Sep 2026, +54.6% from a year earlier.
Market Observation Post System (MOPS), Taiwan Stock Exchange: monthly revenue disclosure ↗
Global chip sales (SIA/WSTS)
Worldwide semiconductor sales were $172.6B for Sep 2026 (three-month moving average), +146.8% from a year earlier.
SIA, Global Semiconductor Sales Increase 24.1% from Q2 2026 to Q3 2026 (WSTS data) ↗

y/y = month ÷ the same month a year earlier − 1 (Calculated). Taiwan monthly revenue →