Which companies discussed China Exposure in Information Technology in earnings calls?

542 companies mentioned china exposure across 1,253 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were NXP Semiconductors N.V. (12 calls), Cognex Corporation (12 calls), QUALCOMM Incorporated (11 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.

Mentions over time

Data table
QuarterCalls mentioning China Exposure
2024Q3286
2024Q4330
2025Q1372
2025Q2353
2025Q3326
2025Q4334
2026Q1311
2026Q2277
2026Q314

Companies ranked by mentions

Company Ticker Sector Calls Last mention
NXP Semiconductors N.V. NXPI Information Technology 12 May 27, 2026
Cognex Corporation CGNX Information Technology 12 May 7, 2026
QUALCOMM Incorporated QCOM Information Technology 11 Jun 24, 2026
ON Semiconductor Corporation ON Information Technology 11 Jun 3, 2026
Microchip Technology Incorporated MCHP Information Technology 11 Jun 3, 2026
Applied Materials, Inc. AMAT Information Technology 11 Jun 2, 2026
Cadence Design Systems, Inc. CDNS Information Technology 10 Jun 3, 2026
Lam Research Corporation LRCX Information Technology 10 Jun 2, 2026
ASML Holding N.V. ASML Information Technology 9 Jul 15, 2026
Analog Devices, Inc. ADI Information Technology 9 Jun 2, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 9 May 7, 2026
BlackBerry Limited BB Information Technology 8 Jun 25, 2026
Synopsys, Inc. SNPS Information Technology 8 Jun 9, 2026
Zebra Technologies Corporation ZBRA Information Technology 8 Jun 4, 2026
Texas Instruments Incorporated TXN Information Technology 8 May 28, 2026
NVIDIA Corporation NVDA Information Technology 8 May 20, 2026
KLA Corporation KLAC Information Technology 8 May 19, 2026
Ralliant Corporation RAL Information Technology 8 May 18, 2026
Universal Display Corporation OLED Information Technology 8 Apr 30, 2026
Allegro MicroSystems, Inc. ALGM Information Technology 7 May 27, 2026
Skyworks Solutions, Inc. SWKS Information Technology 7 May 5, 2026
Advanced Micro Devices, Inc. AMD Information Technology 7 May 5, 2026
Infineon Technologies AG IFNNY Information Technology 7 Feb 4, 2026
Lumentum Holdings Inc. LITE Information Technology 6 Jun 9, 2026
Dolby Laboratories, Inc. DLB Information Technology 6 Jun 4, 2026
Semtech Corporation SMTC Information Technology 6 May 26, 2026
Silicon Motion Technology Corporation SIMO Information Technology 6 May 19, 2026
OSI Systems, Inc. OSIS Information Technology 6 May 14, 2026
Dassault Systèmes SE DSY Information Technology 6 Apr 23, 2026
Synaptics Incorporated SYNA Information Technology 5 Jun 25, 2026
BE Semiconductor Industries N.V. BESI Information Technology 5 Jun 18, 2026
Bentley Systems, Incorporated BSY Information Technology 5 Jun 10, 2026
Ambarella, Inc. AMBA Information Technology 5 May 28, 2026
TTM Technologies, Inc. TTMI Information Technology 5 May 27, 2026
Logitech International S.A. LOGN Information Technology 5 May 20, 2026
Lattice Semiconductor Corporation LSCC Information Technology 5 May 19, 2026
MKS Inc. MKSI Information Technology 5 May 18, 2026
Nova Ltd. NVMI Information Technology 5 May 14, 2026
Enphase Energy, Inc. ENPH Information Technology 5 May 13, 2026
Ambiq Micro, Inc. AMBQ Information Technology 5 May 12, 2026
LightPath Technologies, Inc. LPTH Information Technology 5 May 7, 2026
IPG Photonics Corporation IPGP Information Technology 5 May 5, 2026
Veeco Instruments Inc. VECO Information Technology 5 May 5, 2026
Mirion Technologies, Inc. MIR Information Technology 5 Apr 29, 2026
Amkor Technology, Inc. AMKR Information Technology 5 Apr 27, 2026
Vontier Corporation VNT Information Technology 5 Feb 18, 2026
Logitech International S.A. LOGI Information Technology 5 Jan 27, 2026
Scanfil Oyj SCANFL Information Technology 4 Jul 16, 2026
HMS Networks AB (publ) HMS Information Technology 4 Jul 14, 2026
Kopin Corporation KOPN Information Technology 4 Jul 1, 2026

Representative quotes

Pasi Hiedanpää (Executives): Thank you. And a question, has there been any changes in demand environment in the APAC region and particularly in China? Christophe Sut (Executives): I would say for us, the APAC region remained very strong in terms of demand. I mean you have seen…
Scanfil Oyj (SCANFL), July 16, 2026. Read the full transcript →
…from our expanding EUV installed base and customer demand for performance and productivity upgrades to support their increasing capacity requirements. Turning to our China-related business. We continue to expect this to make up around 20% of our total net sales for the full year as it increases…
ASML Holding N.V. (ASML), July 15, 2026. Read the full transcript →
…have high intensity and high pressure, and they need to be delivered for competitiveness as well, especially what you see coming overseas from China. So all that to say, I don't see an impact. The solutions need to be driven to the market to be competitive across…
TomTom N.V. (TOM2), July 15, 2026. Read the full transcript →
World, we saw a negative sales impact of 12% for the region, where in Estonia, we had a growth of 2%, whilst in China, we had a negative growth of 32%. And then we have a smaller site in Bulgaria, which declined some. And if we look…
NOTE AB (publ) (NOTE), July 15, 2026. Read the full transcript →

Frequently asked questions

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?

NXP Semiconductors N.V. (NXPI) led with 12 calls referencing china exposure, most recently on May 27, 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 →

Related macro themes

Last updated: July 16, 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.