Which companies discussed China Exposure in Information Technology in earnings calls?
446 companies mentioned china exposure across 1,191 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were
Cognex Corporation (14 calls), Applied Materials, Inc. (12 calls), NXP Semiconductors N.V. (12 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…here. On these growth green shots, you mentioned first responders, Steve and hybrid Satcom and potentially enterprise as well. And we know that China, India, U.S. is a little bit ahead, but you've also seen some forward-leaning European operators going from quality on demand and recently…
…medical coating systems. OEM systems also increased approximately 67%, and that was supported by demand from our European fluxing OEM partner and a China-based semiconductor OEM customer. Inline coating systems declined 14% for the first half, and that's primarily reflecting the difficult comparison with the prior…
…when you look today at the competitive landscape, they are smaller players. And you get the local ones in Korea, in Taiwan, in China, that are there, and they are doing an excellent work and take some market share. But I believe that we have a much better…
…higher -- and drive higher engineering productivity. We believe the future leaders of our industry will be those capable of helping customers achieve China like development speed and cost competitiveness while maintaining Western OEM grade quality, safety, governance and IP protection. Today, nearly 1,000 Tata Technologies associates…
What is China Exposure and why are companies discussing it?
Demand, competition and geopolitical risk in China as management teams weigh exposure to the world's second-largest economy.
Which company mentioned china exposure most in Information Technology in the past year?
Cognex Corporation (CGNX) led with 14 calls referencing china exposure, most recently on September 22, 2026.
How can I track china exposure mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Last updated: October 15, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (China, china, chinese market). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.
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