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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Technology sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Chipmakers & Chip Designers industry is 8.3/10 across 18 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 18-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
NVIDIA (NVDA) was the one company whose score slipped, easing from 10 to 9 in a quarter with record revenue of $82 billion, up 85% year over year. The industry average still rose from 8 to 8.33, carried by Intel (INTC) climbing from 6 to 8, NXP (NXPI) from 7 to 9 and onsemi (ON) from 6 to 8, while Broadcom (AVGO) rose from 9 to 10. Four of the 18 companies now score 10, and only Qualcomm (QCOM) and Skyworks (SWKS) sit at 3.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| AI & Tech | 15 | 15 |
| Supply Chain | 15 | 21210 |
| CAPEX | 10 | 10 |
| Inflation | 7 | 7 |
| Consumer Demand | 3 | 3 |
| Company | Sentiment |
|---|---|
| CRDO Credo Technology Group Holding Ltd | 10/10 |
| MRVL Marvell Technology | 10/10 |
| AVGO Broadcom Inc. | 10/10 |
| MPWR Monolithic Power Systems | 10/10 |
| ALAB Astera Labs, Inc. Common Stock | 9/10 |
| ADI Analog Devices | 9/10 |
| AMD Advanced Micro Devices, Inc. | 9/10 |
| MCHP Microchip Technology | 9/10 |
| NVDA NVIDIA Corporation | 9/10 |
| NXPI NXP Semiconductors | 9/10 |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9/10 |
| TXN Texas Instruments | 9/10 |
| MU Micron Technology, Inc. | 9/10 |
| ON ON Semiconductor | 8/10 |
| INTC Intel Corporation | 8/10 |
| ARM Arm Holdings | 7/10 |
| QCOM Qualcomm | 3/10 |
| SWKS Skyworks Solutions | 3/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.