ChipCorridor · data as of 18 Oct 2026
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 · 2026 Q3
Memory leads the disclosed year-on-year gains
CXMT revenue, H1 2026 vs a year earlier: 15.4 → 150 CNY bn (year-ago derived)
- TSMC revenue, Q3 2026
- +50.9%
- Results in, 2026 Q3
- 3 of 11
- Next report
- Hygon20 Oct 2026 · in 2d
Latest disclosed figure as a multiple of the year-ago figure
- CXMTRevenue · H1 20269.7×15.4 → 150.31 CNY bn
- Samsung Electronicsoperating profit · Q3 20268.8×12.2 → ~107.40 KRW tn
- CXMTRevenue · 9M 20268.3×32.1 → 265.0–270.0 CNY bn
- Samsung Electronicssales · Q3 20262.3×86.1 → ~195 KRW tn
- TSMCNet income · Q3 20261.7×452 → 763.06 TWD bn
- TSMCRevenue · Q3 20261.5×990 → 1,494.24 TWD bn
Sources: CXMT 2026 interim report, key financial data · Samsung Q3 2026 earnings guidance · CXMT announcement 2026-014, as reproduced by CFi.CN · TSMC Q3 2026 press release. Year-ago values marked “derived” are back-solved from the company's stated YoY %.
Supply chain
Where the 83 companies sit
Blocks are sized by company count; the strip under each count is the country split. One segment per company (ChipCorridor classification).
Latest
Export controls, policy and listings
Earnings & movers
Who reported, who is next
Revenue change is from the company's own release (guidance and preliminary figures hatched).
| Company | Segment | Latest | Revenue YoY | Year ago → latest | Next report |
|---|---|---|---|---|---|
CXMT 688825.SS长鑫科技 | Memory | +733.9% | — | ||
Samsung Electronics 005930.KS三星电子 | Memory | +126.6% | — | ||
TSMC 2330.TW台积电 | Foundry | +50.9% | — | ||
Hygon Information Technology 688041.SS海光信息 | Compute | Q3 2026Expected · unconfirmed · 2d | — | — | · 2d |
Cambricon Technologies 688256.SS寒武纪 | Compute | Q3 2026Scheduled · confirmed · 6d | — | — | · 6d |
SK hynix 000660.KSSK海力士 | Memory | Q3 2026Scheduled · confirmed · 10d | — | — | · 10d |
UMC 2303.TW联电 | Foundry | Q3 2026Scheduled · confirmed · 10d | — | — | · 10d |
NAURA Technology Group 002371.SZ北方华创 | Equipment | Q3 2026Expected · unconfirmed · 12d | — | — | · 12d |
Montage Technology 688008.SS澜起科技 | Memory | Q3 2026Expected · unconfirmed · 12d | — | — | · 12d |
MediaTek 2454.TW联发科 | Fabless SoC & RF | Q3 2026Scheduled · confirmed · 12d | — | — | · 12d |