Which companies discussed China Exposure in Information Technology in earnings calls?
536 companies mentioned china exposure across 1,225 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were
Cognex Corporation (13 calls), ON Semiconductor Corporation (11 calls), QUALCOMM Incorporated (11 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…electronics. It's about 20% of your total revenue. And despite, I think, historically, a decent amount of that exposure has been in China, but it feels like you've seen more upside from that sector as it's moved out of China and into broader Asia…
…good sign at the time that we are talking about it. Brian Chin (Analysts): That's helpful. And then maybe updated thoughts on China dynamics and how to think about revenue trajectory there, growth potential through this year, maybe set up into next year. And thoughts…
…both expand long-term relationships and consistently win new business. At Cost Connectivity, we secured customer engagement spanning the United States, Europe, China, and the border Asia-Pacific region. reinforcing the global demand for our technology. We also expanded our sensing portfolio with the launch of our Microsoft…
…machines. As you know, we are at the stores, which means that we are working really how to secure the OEMs partnerships in China and other areas where the machine is already coming with the Nayax device, whether it's the people start with media outside…
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 13 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 11, 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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