Semiconductors

Industry-level sentiment and macro signals, built from public earnings calls.

As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Semiconductors industry is 8.5/10 across 22 companies.

1-year performance — largest members & equal-weight index

+924%-22%

Sep 25Aug 26

NVDA+27.4%YTD +16.6%MU+687.4%YTD +226.8%AVGO+23.7%YTD +6.6%INTC+269.6%YTD +142.5%AMD+186.8%YTD +117.4%QCOM+3.4%YTD -4.0%ASML+133.7%YTD +58.5%

Equal-weight industry (21)+124.4%YTD +77.2%SPY+20.2%YTD +12.8%

% 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.

AMAT+193.0%YTD +79.6%

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