Which companies discussed China Exposure in Information Technology in earnings calls?
455 companies mentioned china exposure across 1,199 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were
Cognex Corporation (12 calls), NXP Semiconductors N.V. (11 calls), ON Semiconductor Corporation (10 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…providing some resilience despite the lower revenue we saw. The revenue decline in Products & Solutions was mainly related to temporary procurement delays, following China's new 5-year plan, which we also discussed in the previous quarter, continued weakness in Japan and longer contract negotiations in the United…
…diversity and flexibility of our key locations and capabilities. During the quarter, we completed our wind down of our manufacturing operations in China, shifting more production to our expanding facilities in the US and Vietnam. The China wind down is expected to save approximately $4 million in fiscal…
…what we're telling our banking friends, and it could be less as a brownfield. It could be less as we could leverage China to some degree, especially in transformers and some of the other gear with -- on battery backup, those are great places to save significant amounts…
…still need a laser to be honest. So great. Perhaps I'll sneak one in on to the geopolitics and particularly on China. Now we know that there are some second order risks from the supply of raw materials to the Japanese substrate providers. So perhaps…
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 12 calls referencing china exposure, most recently on August 10, 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: August 31, 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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