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Data as of (UTC+8)No stock prices · Not investment adviceEvery fact links to its source · unconfirmed items say To verify

ChipCorridor · data as of 18 Oct 2026 (UTC+8)

China & Asia chip supply chain, in sourced data

83 companies in mainland China, Taiwan, Korea and Japan, 19 export-control actions and the Asia chip earnings calendar. Every figure links to a filing, exchange notice or government source.

Earnings season
Q3 2026 · 3 of 11 in
Newest filing
CXMT, 17 Oct
Next report
Hygon, 20 Oct · in 2d
TSMC revenue, Q3 2026
+50.9% YoY
Supply-chain corridor: EDA & IP 3 (3 mainland); Equipment 17 (12 mainland); Materials 9 (6 mainland); Foundry 8 (5 mainland); Memory 14 (9 mainland); Analog & power 8 (7 mainland); Compute 9 (9 mainland); Fabless SoC & RF 11 (10 mainland); Packaging & test 4 (3 mainland) DESIGN TOOLSEQUIPMENT & MATERIALSCHIPMAKERSCHIP DESIGNERSPACKAGING & TEST 3 EDA & IP 3 mainland 17 Equipment 12 mainland ○ NAURA 30 Oct 9 Materials 6 mainland 8 Foundry 5 mainland ● TSMC 15 Oct○ UMC 28 Oct○ SMIC date unconfirmed 14 Memory 9 mainland ● Samsung 8 Oct● CXMT 17 Oct○ SK hynix 28 Oct○ Montage 30 Oct◆ CXMT listed 27 Jul 8 Analog & power 7 mainland 9 Compute 9 mainland ○ Hygon 20 Oct○ Cambricon 24 Oct◆ 3 listings 5 Dec–2 Jan 11 Fabless SoC & RF 10 mainland ○ MediaTek 30 Oct 4 Packaging & test 3 mainland Supply-chain corridor: EDA & IP 3 (3 mainland); Equipment 17 (12 mainland); Materials 9 (6 mainland); Foundry 8 (5 mainland); Memory 14 (9 mainland); Analog & power 8 (7 mainland); Compute 9 (9 mainland); Fabless SoC & RF 11 (10 mainland); Packaging & test 4 (3 mainland) DESIGN TOOLSEQUIPMENT & MATERIALSCHIPMAKERSCHIP DESIGNERSPACKAGING & TEST 3 EDA & IP 3 mainland 17 Equipment 12 mainland ○ NAURA 30 Oct 9 Materials 6 mainland 8 Foundry 5 mainland ● TSMC 15 Oct○ UMC 28 Oct○ SMIC date unconfirmed 14 Memory 9 mainland ● Samsung 8 Oct● CXMT 17 Oct○ SK hynix 28 Oct○ Montage 30 Oct◆ CXMT listed 27 Jul 8 Analog & power 7 mainland 9 Compute 9 mainland ○ Hygon 20 Oct○ Cambricon 24 Oct◆ 3 listings 5 Dec–2 Jan 11 Fabless SoC & RF 10 mainland ○ MediaTek 30 Oct 4 Packaging & test 3 mainland
The corridor. Companies we profile per segment, in supply-chain order; under each station, this season’s filings and the latest listings. ● reported or preliminary○ next report◆ listing The light stops where the newest filing of the season landed: Memory, CXMT’s 9M 2026 estimate on 17 Oct. It runs once, on your first visit, and nowhere else on the page.

Earnings season · Q3 2026

Memory leads the disclosed year-on-year gains

9.7

CXMT revenue, H1 2026 against a year earlier: 15.4 → 150.31 CNY bn (year-ago derived from the stated +873.64%)1

Latest disclosed figure as a multiple of the year-ago figure

  1. CXMTRevenue · H1 2026
    9.7×15.4 → 150.31 CNY bn · derived1
  2. SamsungOperating profit · Q3 2026
    8.8×12.2 → ~107.40 KRW tn2
  3. CXMTRevenue · 9M 2026
    8.3×32.1 → 265.0–270.0 CNY bn3
  4. SamsungSales · Q3 2026
    2.3×86.1 → ~195 KRW tn2
  5. TSMCNet income · Q3 2026
    1.7×452 → 763.06 TWD bn4
  6. TSMCRevenue · Q3 2026
    1.5×990 → 1,494.24 TWD bn4

Dashed line = 1× (flat vs a year earlier). Local currency, as disclosed. Year-ago values marked “derived” are back-solved from the company's stated YoY %.

Export-control actions tracked 19 20192026 Per year 2019–2026 · peak 2025 (7) Entity List rows 18listed 20192025 Chip companies · 4 VEU removals / revocations · Federal Register Companies, by country 83 CN 64TW 8KR 2JP 8US 1 Earnings season Q3 2026 3of 11 in 1 reported2 prelim.4 dated4 unconfirmed

Latest

Export controls, policy and listings

Each item sits on the station it concerns. Export-control actions are not tagged to segments in our data, so they sit on the whole line.

Full events timeline →
  1. China measure China tech-export catalogue draft Across the chain MOFCOM & MOST Announcement 2026 No. 48
  2. IPO CXMT lists on the STAR Market (688825) Memory Shanghai Stock Exchange
  3. Rule H200 licence-policy change Across the chain 91 FR 1684
  4. IPO Biren lists in Hong Kong (6082) Compute Reuters
  5. IPO MetaX lists on the STAR Market (688802) Compute Securities Times (STCN)
  6. IPO Moore Threads lists on the STAR Market (688795) Compute Sina Finance
  7. Rule Affiliates rule suspended Across the chain 90 FR 50857
  8. China measure China suspends Oct 2025 controls Across the chain MOFCOM & GAC Announcement 2025 No. 70
US actionChina actioncompany event

Earnings & movers

Who reported, who is next

Revenue change is from the company's own release (guidance and preliminary figures hatched). No share prices: ChipCorridor has no licensed price feed.

Earnings calendar →
CompanyStationLatestRevenue YoYYear ago → latestNext report
Reported · 3
CXMT688825.SS长鑫科技· Memory Memory 9M 2026 PreliminaryRevenue +733.9%midpoint of range 32.1 → 265.0–270.0CNY bn —
Samsung ElectronicsSamsung005930.KS三星电子· Memory Memory Q3 2026 PreliminarySales +126.6%guidance 86.1 → ~195KRW tn —
TSMC2330.TW台积电· Foundry Foundry Q3 2026 ReportedRevenue +50.9% 990 → 1,494.24TWD bn —
Next · 8
Hygon Information TechnologyHygon688041.SS海光信息· Compute Compute Q3 2026 Expected · unconfirmed · 2d — — · 2d
Cambricon TechnologiesCambricon688256.SS寒武纪· Compute Compute Q3 2026 Scheduled · 6d — — · 6d
SK hynix000660.KSSK海力士· Memory Memory Q3 2026 Scheduled · 10d — — · 10d
UMC2303.TW联电· Foundry Foundry Q3 2026 Scheduled · 10d — — · 10d
NAURA Technology GroupNAURA002371.SZ北方华创· Equipment Equipment Q3 2026 Expected · unconfirmed · 12d — — · 12d
Montage TechnologyMontage688008.SS澜起科技· Memory Memory Q3 2026 Expected · unconfirmed · 12d — — · 12d
MediaTek2454.TW联发科· Fabless SoC & RF Fabless SoC & RF Q3 2026 Scheduled · 12d — — · 12d
SMIC688981.SS中芯国际· Foundry Foundry Q3 2026 Date unconfirmedNo reliable date — — No reliable date
Revenue YoY uses each company's stated change or year-ago figure; CXMT 9M is the midpoint of its estimate range. “d” = days from 18 Oct 2026.Dates marked “Expected · unconfirmed” come from third-party calendars.Colour legend: green ▲ = rise, red ▼ = fall (direction of stated changes only).

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Sources for the figures above

  1. CXMT 2026 interim report, key financial data static.cninfo.com.cn
  2. Samsung Q3 2026 earnings guidance news.samsung.com
  3. CXMT announcement 2026-014, as reproduced by CFi.CN www.cfi.cn
  4. TSMC Q3 2026 press release pr.tsmc.com