Which companies discussed China Exposure in Information Technology in earnings calls?
462 companies mentioned china exposure across 1,221 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), Applied Materials, Inc. (11 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…reservations. This provides us with high visibility for new orders in the next couple of years as customers convert reservations to binding commitments. China's tech giants and emerging AI leaders are driving the adoption of advanced agentic models. This has led to a structural upgrade…
…kilobyte. Now users start to go to the image. It's a megabyte. Some already have a video, the short video from China from U.S. is Chicap, unfortunately, if we go to the agent okay? If you start to use AIHA in your play for no matter…
…percentage points above Q1 2026. Now let's take a closer look at our Q2 2026 revenue performance. From geographical perspective, revenue from China was $563.7 million contributing 78.6% of total revenue, an increase of 20% over Q2 2025, mainly driven by increased demand for MCU, flash, general…
…clear, bringing AI to every individual under every enterprise. On personal AI, we are building AI super agent, Qira globally and Tianxi in China. They are cross trained across devices and ecosystems. And with context awareness and the privacy protection as the foundation that deliver truly personalized, continuous…
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 13, 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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