The record
The Tally, monthly.
What semiconductor companies said their revenue or spending would be, beside what they then reported. Where the result fell against the statement is arithmetic on the company's own numbers, and nothing else is said about it.
Every figure links to its publisher
What changed, and when →
01
The rule
Printed here because choosing what to compare is itself a choice.
Every guidance statement on this record whose company has since reported the result it was about. Today that is 66 statements about 51 results, from 8 companies: ASML, Applied Materials, Intel, KLA, Lam Research, Micron Technology, TSMC, Tokyo Electron. Each month is one edition and holds the results published in that month. The newest result on the record was published on 2026-08-13.
Every statement about a result is set against it, repeats included, oldest first. Nobody here chose which one counts.
A range, or a figure given plus or minus, is read as the company wrote it: the result is inside it, above it or below it, and outside it the distance to the nearer end is printed in the company's own unit. A floor or a ceiling says whether the result reached it. A single figure, exact or approximate, has no ends, so it gets the difference and no position word. A statement in words alone is listed and not scored.
August 2026
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Applied Materials Net revenue guidance for the next quarter, FY2026Q3 | Inside its own range. | “$8,950 +/- $500” 2026-05-14 | USD 9.115 billion 2026-08-13 |
July 2026
5 results published, with 5 statements about them.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Lam Research Revenue guidance for the next quarter, FY2026Q4 | Inside its own range. | “$6.60 Billion +/- $400 Million” 2026-04-22 | USD 6.72 billion 2026-07-29 |
| KLA Revenue guidance for the next quarter, FY2026Q4 | Inside its own range. | “$3.575 billion +/- $200 million” 2026-04-29 | USD 3.66 billion 2026-07-28 |
| Intel Revenue guidance for the next quarter, FY2026Q2 | Above its own range, by USD 1.3 billion. | “$13.8 billion to $14.8 billion” 2026-04-23 | USD 16.1 billion 2026-07-23 |
| TSMC Revenue guidance for the next quarter, 2026Q2 | Inside its own range. At the top of it. | “between US$39.0 billion and US$40.2 billion” 2026-04-16 | USD 40.2 billion 2026-07-16 |
| ASML Net sales guidance for the next quarter, 2026Q2 | Above its own range, by EUR 0.326 billion. | “total net sales between €8.4 billion and €9.0 billion” 2026-04-15 | EUR 9.326 billion 2026-07-15 |
June 2026
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Micron Technology Revenue guidance for the next quarter, FY2026Q3 | Above its own range, by USD 7.21 billion. | “$33.5 billion ± $750 million” 2026-03-18 | USD 41.46 billion 2026-06-24 |
May 2026
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Applied Materials Net revenue guidance for the next quarter, FY2026Q2 | Inside its own range. | “$7,650 +/- $500” 2026-02-12 | USD 7.91 billion 2026-05-14 |
April 2026
6 results published, with 9 statements about them.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Tokyo Electron Net sales forecast for the fiscal year, FY2026 | JPY 156.467 billion less than the figure it stated. | “2 trillion 600 billion yen” 2025-04-30 | JPY 2,443.533 billion 2026-04-30 |
| Tokyo Electron Net sales forecast for the fiscal year, FY2026 | JPY 93.533 billion more than the figure it stated. | “net sales of 2 trillion 350 billion yen” 2025-07-31 | JPY 2,443.533 billion 2026-04-30 |
| Tokyo Electron Net sales forecast for the fiscal year, FY2026 | JPY 63.533 billion more than the figure it stated. | “net sales of 2 trillion 380 billion yen” 2025-10-31 | JPY 2,443.533 billion 2026-04-30 |
| Tokyo Electron Net sales forecast for the fiscal year, FY2026 | JPY 33.533 billion more than the figure it stated. | “net sales of 2 trillion 410 billion yen” 2026-02-06 | JPY 2,443.533 billion 2026-04-30 |
| KLA Revenue guidance for the next quarter, FY2026Q3 | Inside its own range. | “$3.35 billion +/- $150 million” 2026-01-29 | USD 3.415 billion 2026-04-29 |
| Intel Revenue guidance for the next quarter, FY2026Q1 | Above its own range, by USD 0.9 billion. | “$11.7 billion to $12.7 billion” 2026-01-22 | USD 13.6 billion 2026-04-23 |
| Lam Research Revenue guidance for the next quarter, FY2026Q3 | Inside its own range. | “$5.70 Billion +/- $300 Million” 2026-01-28 | USD 5.841 billion 2026-04-22 |
| TSMC Revenue guidance for the next quarter, 2026Q1 | Above its own range, by USD 0.1 billion. | “between US$34.6 billion and US$35.8 billion” 2026-01-15 | USD 35.9 billion 2026-04-16 |
| ASML Net sales guidance for the next quarter, 2026Q1 | Inside its own range. | “total net sales between €8.2 billion and €8.9 billion” 2026-01-28 | EUR 8.767 billion 2026-04-15 |
March 2026
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Micron Technology Revenue guidance for the next quarter, FY2026Q2 | Above its own range, by USD 4.76 billion. | “$18.70 billion ± $400 million” 2025-12-17 | USD 23.86 billion 2026-03-18 |
February 2026
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Applied Materials Net revenue guidance for the next quarter, FY2026Q1 | Inside its own range. | “$6,850 +/- $500” 2025-11-13 | USD 7.012 billion 2026-02-12 |
January 2026
10 results published, with 20 statements about them.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| KLA Revenue guidance for the next quarter, FY2026Q2 | Inside its own range. | “$3.225 billion +/- $150 million” 2025-10-29 | USD 3.3 billion 2026-01-29 |
| KLA Revenue growth guidance for the calendar year, 2025 | Stated in words, with no figure. Not scored. | “we see growth in calendar 2025 and expect to outperform the mid-single-digit growth rate we expect from the WFE market” 2025-01-30 | 17.0% 2026-01-29 |
| KLA Revenue growth guidance for the calendar year, 2025 | Stated in words, with no figure. Not scored. | “solid growth in calendar 2025 and expect to outperform the mid-single-digit WFE growth rate by several points” 2025-04-30 | 17.0% 2026-01-29 |
| KLA Revenue growth guidance for the calendar year, 2025 | Stated in words, with no figure. Not scored. | “meaningfully outperform the mid-single-digit WFE growth rate in 2025” 2025-07-31 | 17.0% 2026-01-29 |
| KLA Revenue growth guidance for the calendar year, 2025 | Stated in words, with no figure. Not scored. | “meaningfully outperform the mid-to-high single-digit WFE growth rate in 2025” 2025-10-29 | 17.0% 2026-01-29 |
| Lam Research Revenue guidance for the next quarter, FY2026Q2 | Inside its own range. | “$5.20 Billion +/- $300 Million” 2025-10-22 | USD 5.345 billion 2026-01-28 |
| ASML Net sales guidance for the next quarter, 2025Q4 | Inside its own range. | “total net sales between €9.2 billion and €9.8 billion” 2025-10-15 | EUR 9.718 billion 2026-01-28 |
| ASML Net sales guidance for the year, 2025 | Inside its own range. | “2025 total net sales to be between €30 billion and €35 billion” 2025-01-29 | EUR 32.667 billion 2026-01-28 |
| ASML Net sales guidance for the year, 2025 | Inside its own range. | “continues to expect 2025 total net sales to be between €30 billion and €35 billion” 2025-04-16 | EUR 32.667 billion 2026-01-28 |
| Intel Revenue guidance for the next quarter, FY2025Q4 | Inside its own range. | “$12.8 billion to $13.8 billion” 2025-10-23 | USD 13.7 billion 2026-01-22 |
| Intel Gross capital expenditure guidance for the year, FY2025 | USD 2.3 billion less than the approximate figure it stated. | “approximately $20 billion” 2025-01-30 | USD 17.7 billion 2026-01-22 |
| Intel Gross capital expenditure guidance for the year, FY2025 | USD 0.3 billion less than the figure it stated. | “target to $18 billion for 2025” 2025-04-24 | USD 17.7 billion 2026-01-22 |
| Intel Gross capital expenditure guidance for the year, FY2025 | USD 0.3 billion less than the figure it stated. | “$18 billion in gross capital expenditures for 2025” 2025-07-24 | USD 17.7 billion 2026-01-22 |
| Intel Gross capital expenditure guidance for the year, FY2025 | USD 0.3 billion less than the approximate figure it stated. | “approximately $18 billion” 2025-10-23 | USD 17.7 billion 2026-01-22 |
| Intel Revenue guidance for the fiscal year, FY2025 | Stated in words, with no figure. Not scored. | “we recommend you start by using the last 10 years’ seasonality to model sequential changes in revenue” 2025-04-24 | USD 52.9 billion 2026-01-22 |
| TSMC Revenue guidance for the next quarter, 2025Q4 | Above its own range, by USD 0.33 billion. | “between US$32.2 billion and US$33.4 billion” 2025-10-16 | USD 33.73 billion 2026-01-15 |
| TSMC Revenue growth guidance for the year, 2025 | Stated in words, with no figure. Not scored. | “close to mid-20s%” 2025-01-16 | 35.9% 2026-01-15 |
| TSMC Revenue growth guidance for the year, 2025 | Stated in words, with no figure. Not scored. | “close to mid-20s percent” 2025-04-17 | 35.9% 2026-01-15 |
| TSMC Revenue growth guidance for the year, 2025 | 5.9 percentage points more than the approximate figure it stated. | “around 30 %” 2025-07-17 | 35.9% 2026-01-15 |
| TSMC Revenue growth guidance for the year, 2025 | Stated in words, with no figure. Not scored. | “close to mid-30s percent” 2025-10-16 | 35.9% 2026-01-15 |
December 2025
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Micron Technology Revenue guidance for the next quarter, FY2026Q1 | Above its own range, by USD 0.84 billion. | “$12.50 billion ± $300 million” 2025-09-23 | USD 13.64 billion 2025-12-17 |
November 2025
2 results published, with 2 statements about them.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Applied Materials Net revenue guidance for the next quarter, FY2025Q4 | Inside its own range. | “$6,700 +/- $500” 2025-08-14 | USD 6.8 billion 2025-11-13 |
| Applied Materials Net revenue guidance for the fiscal year, FY2025 | Stated in words, with no figure. Not scored. | “on track to deliver our sixth consecutive year of revenue growth in fiscal 2025” 2025-08-14 | USD 28.368 billion 2025-11-13 |
October 2025
6 results published, with 7 statements about them.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Tokyo Electron Net sales forecast for the half year, FY2026H1 | JPY 29.668 billion more than the figure it stated. | “1,150,000” 2025-04-30 | JPY 1,179.668 billion 2025-10-31 |
| Tokyo Electron Net sales forecast for the half year, FY2026H1 | JPY 29.668 billion more than the figure it stated. | “net sales of 1 trillion 150 billion yen” 2025-07-31 | JPY 1,179.668 billion 2025-10-31 |
| KLA Revenue guidance for the next quarter, FY2026Q1 | Inside its own range. | “$3.15 billion +/- $150 million” 2025-07-31 | USD 3.21 billion 2025-10-29 |
| Intel Revenue guidance for the next quarter, FY2025Q3 | Above its own range, by USD 0.1 billion. | “$12.6 billion to $13.6 billion” 2025-07-24 | USD 13.7 billion 2025-10-23 |
| Lam Research Revenue guidance for the next quarter, FY2026Q1 | Inside its own range. | “$5.20 Billion +/- $300 Million” 2025-07-30 | USD 5.324 billion 2025-10-22 |
| TSMC Revenue guidance for the next quarter, 2025Q3 | Above its own range, by USD 0.1 billion. | “between US$31.8 billion and US$33.0 billion” 2025-07-17 | USD 33.1 billion 2025-10-16 |
| ASML Net sales guidance for the next quarter, 2025Q3 | Inside its own range. | “total net sales between €7.4 billion and €7.9 billion” 2025-07-16 | EUR 7.516 billion 2025-10-15 |
September 2025
2 results published, with 3 statements about them.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Micron Technology Revenue guidance for the next quarter, FY2025Q4 | Above its own range, by USD 0.32 billion. | “$10.7 billion ± $300 million” 2025-06-25 | USD 11.32 billion 2025-09-23 |
| Micron Technology Revenue guidance for the fiscal year, FY2025 | Stated in words, with no figure. Not scored. | “on track for record revenue” 2025-03-20 | USD 37.38 billion 2025-09-23 |
| Micron Technology Revenue guidance for the fiscal year, FY2025 | Stated in words, with no figure. Not scored. | “on track to deliver record revenue” 2025-06-25 | USD 37.38 billion 2025-09-23 |
August 2025
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Applied Materials Net revenue guidance for the next quarter, FY2025Q3 | Inside its own range. | “$7,200 +/- $500” 2025-05-15 | USD 7.302 billion 2025-08-14 |
July 2025
5 results published, with 5 statements about them.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| KLA Revenue guidance for the next quarter, FY2025Q4 | Inside its own range. | “$3.075 billion +/- $150 million” 2025-04-30 | USD 3.175 billion 2025-07-31 |
| Lam Research Revenue guidance for the next quarter, FY2025Q4 | Inside its own range. | “$5.00 Billion +/- $300 Million” 2025-04-23 | USD 5.171 billion 2025-07-30 |
| Intel Revenue guidance for the next quarter, FY2025Q2 | Above its own range, by USD 0.5 billion. | “$11.2 billion to $12.4 billion” 2025-04-24 | USD 12.9 billion 2025-07-24 |
| TSMC Revenue guidance for the next quarter, 2025Q2 | Above its own range, by USD 0.87 billion. | “between US$28.4 billion and US$29.2 billion” 2025-04-17 | USD 30.07 billion 2025-07-17 |
| ASML Net sales guidance for the next quarter, 2025Q2 | Inside its own range. | “total net sales between €7.2 billion and €7.7 billion” 2025-04-16 | EUR 7.692 billion 2025-07-16 |
June 2025
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Micron Technology Revenue guidance for the next quarter, FY2025Q3 | Above its own range, by USD 0.3 billion. | “$8.80 billion ± $200 million” 2025-03-20 | USD 9.3 billion 2025-06-25 |
May 2025
1 result published, with 1 statement about it.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Applied Materials Net revenue guidance for the next quarter, FY2025Q2 | Inside its own range. | “$7,100 +/- $400” 2025-02-13 | USD 7.1 billion 2025-05-15 |
April 2025
6 results published, with 6 statements about them.
| Guidance | Where the result fell | What it said, and when | What it reported, and when |
|---|---|---|---|
| Tokyo Electron Net sales forecast for the fiscal year, FY2025 | JPY 31.568 billion more than the figure it stated. | “2 trillion 400 billion yen” 2025-02-06 | JPY 2,431.568 billion 2025-04-30 |
| KLA Revenue guidance for the next quarter, FY2025Q3 | Inside its own range. | “$3.0 billion +/- $150 million” 2025-01-30 | USD 3.06 billion 2025-04-30 |
| Intel Revenue guidance for the next quarter, FY2025Q1 | Inside its own range. At the top of it. | “$11.7 billion to $12.7 billion” 2025-01-30 | USD 12.7 billion 2025-04-24 |
| Lam Research Revenue guidance for the next quarter, FY2025Q3 | Inside its own range. | “$4.65 Billion +/- $300 Million” 2025-01-29 | USD 4.72 billion 2025-04-23 |
| TSMC Revenue guidance for the next quarter, 2025Q1 | Inside its own range. | “between US$25.0 billion and US$25.8 billion” 2025-01-16 | USD 25.53 billion 2025-04-17 |
| ASML Net sales guidance for the next quarter, 2025Q1 | Inside its own range. | “total net sales between €7.5 billion and €8.0 billion” 2025-01-29 | EUR 7.742 billion 2025-04-16 |
02
What this page does not do
Each of these is a view dressed as arithmetic.
- No percentage. A range has two ends and no midpoint the company stated, so “4% above” would need a denominator this record chose.
- No count of results inside or outside, and nothing per company. That is a hit rate, and a hit rate is a league table.
- No reading of why. Every row links the company's own release, which is where any reason it gave is written.
- Industry forecasts are not here yet. WSTS and SEMI forecasts resolve too, and SEMI reports a different statistic from the one it forecasts, which needs a written rule before it is scored.
The record mail prints both ends of a range and no comparison. This page is the one place the record states where a result fell. Each guidance link opens that figure's own page, which holds every statement with its date, its source and the result. The weekly Tally covers the week's headlines by printed rule.