[
  {
    "claim": "1. 光互连/OCS/CPO：Lumentum 在 FY2026 Q2 披露 OCS backlog 超过 $400M，并收到 CPO “multi-hundred-million-dollar order”，这是比普通“AI 网络受益”更硬的二阶需求证据，来源为公司 FY2026 Q2 新闻稿：https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fi",
    "source_url": "https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx",
    "source_name": "investor.lumentum.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "2. 电力和散热：Vertiv Q1 FY2026 net sales $2.65B，同比 +30%，organic sales growth +23%，并上调全年指引；Eaton 披露 Electrical Americas 12 个月滚动订单加速 +42%，由数据中心动能驱动；Schneider Q1 Energy Management organic growth +12.8%，由 Data Center 强势带动。来源分别为：https://www.prnewswire.com/news-releases/",
    "source_url": "https://www.prnewswire.com/news-releases/vertiv-reports-strong-first-quarter-with-diluted-eps-growth-of-136-adjusted-diluted-eps-growth-of-83-raises-full-year-guidance-302750110.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "2. 电力和散热：Vertiv Q1 FY2026 net sales $2.65B，同比 +30%，organic sales growth +23%，并上调全年指引；Eaton 披露 Electrical Americas 12 个月滚动订单加速 +42%，由数据中心动能驱动；Schneider Q1 Energy Management organic growth +12.8%，由 Data Center 强势带动。来源分别为：https://www.prnewswire.com/news-releases/",
    "source_url": "https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-reports-record-first-quarter-2026-results.html",
    "source_name": "eaton.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "2. 电力和散热：Vertiv Q1 FY2026 net sales $2.65B，同比 +30%，organic sales growth +23%，并上调全年指引；Eaton 披露 Electrical Americas 12 个月滚动订单加速 +42%，由数据中心动能驱动；Schneider Q1 Energy Management organic growth +12.8%，由 Data Center 强势带动。来源分别为：https://www.prnewswire.com/news-releases/",
    "source_url": "https://www.se.com/ww/en/about-us/investor-relations/financial-results",
    "source_name": "se.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "3. ASIC 兑现：Broadcom Q1 FY2026 AI revenue $8.4B，同比 +106%，官方 SEC 附件可核验；Reuters 转载报道指出公司谈到 2027 AI 芯片收入超过 $100B 的展望，但这属于媒体报道/管理层展望，不应和 FY2026 收入混写。来源：https://www.sec.gov/Archives/edgar/data/1730168/000173016826000011/avgo-02012026x8kxex99.htm 、https://www.investi",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000011/avgo-02012026x8kxex99.htm",
    "source_name": "sec.gov",
    "source_type": "sec_filing",
    "confidence": "high"
  },
  {
    "claim": "3. ASIC 兑现：Broadcom Q1 FY2026 AI revenue $8.4B，同比 +106%，官方 SEC 附件可核验；Reuters 转载报道指出公司谈到 2027 AI 芯片收入超过 $100B 的展望，但这属于媒体报道/管理层展望，不应和 FY2026 收入混写。来源：https://www.sec.gov/Archives/edgar/data/1730168/000173016826000011/avgo-02012026x8kxex99.htm 、https://www.investi",
    "source_url": "https://www.investing.com/news/stock-market-news/broadcom-sees-revenue-above-estimates-as-ai-fuels-custom-chip-demand-4542363",
    "source_name": "investing.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "AI 网络/光互连 训练和推理集群规模扩大后，通信瓶颈从板内走向机架/集群级光互连；OCS/CPO/1.6T 成为下一层约束 云厂商、AI 集群运营商、交换机/OEM AI capex、网络升级预算、推理集群扩容 COHR、LITE、MRVL、AVGO 硅光、激光器、DSP、封装测试 低速光模块、传统企业网络设备 COHR Q3 FY26 revenue $1.81B，同比 +21%，管理层称 datacenter/communications demand 强；LITE Q2 FY26 revenue $665.",
    "source_url": "https://www.coherent.com/news/press-releases/third-quarter-fiscal-year-2026-results",
    "source_name": "coherent.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "AI 网络/光互连 训练和推理集群规模扩大后，通信瓶颈从板内走向机架/集群级光互连；OCS/CPO/1.6T 成为下一层约束 云厂商、AI 集群运营商、交换机/OEM AI capex、网络升级预算、推理集群扩容 COHR、LITE、MRVL、AVGO 硅光、激光器、DSP、封装测试 低速光模块、传统企业网络设备 COHR Q3 FY26 revenue $1.81B，同比 +21%，管理层称 datacenter/communications demand 强；LITE Q2 FY26 revenue $665.",
    "source_url": "https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx",
    "source_name": "investor.lumentum.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "数据中心电力/液冷 电力接入、UPS、配电、液冷、机柜交付约束 AI 数据中心上线速度 云厂商、colo、主权云、企业数据中心 新增数据中心 capex、电网升级、设备替换 VRT、ETN、SU.PA 铜、变压器、热管理、工程服务 低效风冷方案、无法交付的项目开发商 VRT Q1 FY26 net sales $2.65B，同比 +30%；ETN Electrical Americas 12 个月滚动订单 +42%；Schneider Energy Management +12.8% organic。来源：http",
    "source_url": "https://www.prnewswire.com/news-releases/vertiv-reports-strong-first-quarter-with-diluted-eps-growth-of-136-adjusted-diluted-eps-growth-of-83-raises-full-year-guidance-302750110.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "数据中心电力/液冷 电力接入、UPS、配电、液冷、机柜交付约束 AI 数据中心上线速度 云厂商、colo、主权云、企业数据中心 新增数据中心 capex、电网升级、设备替换 VRT、ETN、SU.PA 铜、变压器、热管理、工程服务 低效风冷方案、无法交付的项目开发商 VRT Q1 FY26 net sales $2.65B，同比 +30%；ETN Electrical Americas 12 个月滚动订单 +42%；Schneider Energy Management +12.8% organic。来源：http",
    "source_url": "https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-reports-record-first-quarter-2026-results.html",
    "source_name": "eaton.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "数据中心电力/液冷 电力接入、UPS、配电、液冷、机柜交付约束 AI 数据中心上线速度 云厂商、colo、主权云、企业数据中心 新增数据中心 capex、电网升级、设备替换 VRT、ETN、SU.PA 铜、变压器、热管理、工程服务 低效风冷方案、无法交付的项目开发商 VRT Q1 FY26 net sales $2.65B，同比 +30%；ETN Electrical Americas 12 个月滚动订单 +42%；Schneider Energy Management +12.8% organic。来源：http",
    "source_url": "https://www.se.com/ww/en/about-us/investor-relations/financial-results",
    "source_name": "se.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "Custom AI ASIC 大模型推理成本压力推动 hyperscaler 自研芯片，ASIC 与高速网络成为采购刚需 Google、Meta、AWS、Microsoft、OpenAI/Anthropic 相关云伙伴 GPU capex 替代、推理单位成本下降、云服务毛利率改善 AVGO、MRVL、TSMC 封装、基板、测试、SerDes、HBM 通用 GPU 超额利润、缺客户认证 ASIC 设计商 AVGO Q1 FY26 AI revenue $8.4B，同比 +106%；Q2 revenue guidanc",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000011/avgo-02012026x8kxex99.htm",
    "source_name": "sec.gov",
    "source_type": "sec_filing",
    "confidence": "high"
  },
  {
    "claim": "AI 存储和内存 HBM、server DRAM、eSSD 成为 AI 服务规模化瓶颈，推理长上下文和记忆系统增加容量需求 GPU/ASIC 采购方、服务器 OEM、云厂商 AI 服务器 BOM、内存替换周期、数据中心存储预算 MU、SK hynix、Samsung WFE、EUV、材料、封装测试 低端 DRAM/NAND 产品线 Micron FY26 Q2 称 record revenue/gross margin/EPS/FCF，驱动为 strong demand/tight supply；SK hynix ",
    "source_url": "https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2026",
    "source_name": "investors.micron.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "AI 存储和内存 HBM、server DRAM、eSSD 成为 AI 服务规模化瓶颈，推理长上下文和记忆系统增加容量需求 GPU/ASIC 采购方、服务器 OEM、云厂商 AI 服务器 BOM、内存替换周期、数据中心存储预算 MU、SK hynix、Samsung WFE、EUV、材料、封装测试 低端 DRAM/NAND 产品线 Micron FY26 Q2 称 record revenue/gross margin/EPS/FCF，驱动为 strong demand/tight supply；SK hynix ",
    "source_url": "https://www.prnewswire.com/news-releases/sk-hynix-announces-1q26-financial-results-302750959.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "AI 存储和内存 HBM、server DRAM、eSSD 成为 AI 服务规模化瓶颈，推理长上下文和记忆系统增加容量需求 GPU/ASIC 采购方、服务器 OEM、云厂商 AI 服务器 BOM、内存替换周期、数据中心存储预算 MU、SK hynix、Samsung WFE、EUV、材料、封装测试 低端 DRAM/NAND 产品线 Micron FY26 Q2 称 record revenue/gross margin/EPS/FCF，驱动为 strong demand/tight supply；SK hynix ",
    "source_url": "https://news.samsungsemiconductor.com/global/samsung-ships-industry-first-commercial-hbm4-with-ultimate-performance-for-ai-computing/",
    "source_name": "news.samsungsemiconductor.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "先进制程和先进封装 AI accelerator 继续吃掉先进节点与 CoWoS/封装产能 芯片设计公司、云厂商、AI 初创 晶圆代工 capex、封装产能预定 TSM、ASML、AMAT、KLAC ABF/基板、测试、材料 落后节点和低利用率晶圆厂 TSMC Q1 FY26 consolidated revenue NT$1,134.10B、net income NT$572.48B；HPC Q/Q +20% 并占 Q1 revenue 61%。来源：https://investor.tsmc.com/engli",
    "source_url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-04/e85216eea8dccd8ca75d7e040e8d57be3ccd618b/1Q26%20EarningsRelease.pdf",
    "source_name": "investor.tsmc.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "先进制程和先进封装 AI accelerator 继续吃掉先进节点与 CoWoS/封装产能 芯片设计公司、云厂商、AI 初创 晶圆代工 capex、封装产能预定 TSM、ASML、AMAT、KLAC ABF/基板、测试、材料 落后节点和低利用率晶圆厂 TSMC Q1 FY26 consolidated revenue NT$1,134.10B、net income NT$572.48B；HPC Q/Q +20% 并占 Q1 revenue 61%。来源：https://investor.tsmc.com/engli",
    "source_url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-04/3cef85204275f94fd111485cfdf4adb3c0263c45/TSMC%201Q26%20Transcript.pdf",
    "source_name": "investor.tsmc.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "- 已核验证据：COHR Q3 FY2026 revenue $1.81B，同比 +21%，GAAP gross margin 37.7%；管理层称 strong demand 来自 datacenter/communications 并继续扩产。来源：https://www.coherent.com/news/press-releases/third-quarter-fiscal-year-2026-results",
    "source_url": "https://www.coherent.com/news/press-releases/third-quarter-fiscal-year-2026-results",
    "source_name": "coherent.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "- 已核验证据：COHR Q2 FY2026 revenue $1.69B，同比 +17%，管理层称强劲 datacenter/communications demand 支撑 FY2026 下半年和 FY2027 增长。来源：https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2026-results",
    "source_url": "https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2026-results",
    "source_name": "coherent.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "- 已核验证据：LITE Q2 FY2026 revenue $665.5M，同比 +65.5%，Non-GAAP operating margin 25.2%；OCS backlog 超 $400M，CPO 收到 incremental multi-hundred-million-dollar order。来源：https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quar",
    "source_url": "https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx",
    "source_name": "investor.lumentum.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "- 已核验证据：VRT Q1 FY2026 net sales $2.65B，同比 +30%，organic sales growth +23%，并上调全年指引。来源：https://www.prnewswire.com/news-releases/vertiv-reports-strong-first-quarter-with-diluted-eps-growth-of-136-adjusted-diluted-eps-growth-of-83-raises-full-year-guidance-30275011",
    "source_url": "https://www.prnewswire.com/news-releases/vertiv-reports-strong-first-quarter-with-diluted-eps-growth-of-136-adjusted-diluted-eps-growth-of-83-raises-full-year-guidance-302750110.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "- 已核验证据：Eaton Q1 FY2026 公告称 Electrical Americas 12 个月滚动平均订单 +42%，由 data center momentum 驱动，并将 2026 organic growth guidance midpoint 从 8% 上调至 10%。来源：https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-reports-record-first-quarter-2026-",
    "source_url": "https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-reports-record-first-quarter-2026-results.html",
    "source_name": "eaton.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "- 已核验证据：Schneider Electric Q1 2026 Energy Management organic growth +12.8%，led by strength in Data Center。来源：https://www.se.com/ww/en/about-us/investor-relations/financial-results",
    "source_url": "https://www.se.com/ww/en/about-us/investor-relations/financial-results",
    "source_name": "se.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "- 已核验证据：Broadcom Q1 FY2026 AI revenue $8.4B，同比 +106%；Q1 total revenue $19.311B；Q2 FY2026 revenue guidance approximately $22.0B。来源：https://www.sec.gov/Archives/edgar/data/1730168/000173016826000011/avgo-02012026x8kxex99.htm",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000011/avgo-02012026x8kxex99.htm",
    "source_name": "sec.gov",
    "source_type": "sec_filing",
    "confidence": "high"
  },
  {
    "claim": "- 已核验证据：Broadcom 同一官方披露称 AI revenue 由 custom AI accelerators 和 AI networking demand 驱动。来源：https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302704490.html",
    "source_url": "https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302704490.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "- 媒体证据：Reuters 转载报道称 Broadcom projected AI chip revenue would exceed $100B next year，并预计 Q2 revenue about $22.0B；这属于媒体报道/管理层展望，不等同于已确认 FY2026 revenue。来源：https://www.investing.com/news/stock-market-news/broadcom-sees-revenue-above-estimates-as-ai-fuels-custom-c",
    "source_url": "https://www.investing.com/news/stock-market-news/broadcom-sees-revenue-above-estimates-as-ai-fuels-custom-chip-demand-4542363",
    "source_name": "investing.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "- 已核验证据：Micron FY2026 Q2 称 revenue、gross margin、EPS 和 free cash flow 创纪录，驱动来自 strong demand environment 和 tight industry supply，并预计 FY2026 Q3 再创新高。来源：https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-q",
    "source_url": "https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2026",
    "source_name": "investors.micron.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "- 已核验证据：SK hynix Q1 FY2026 revenue 52.5763T won，operating profit 37.6103T won，operating margin 72%；公司称 AI infrastructure investment 推动 HBM、高容量服务器 DRAM 和 eSSD。来源：https://www.prnewswire.com/news-releases/sk-hynix-announces-1q26-financial-results-302750959.html",
    "source_url": "https://www.prnewswire.com/news-releases/sk-hynix-announces-1q26-financial-results-302750959.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "- 已核验证据：Samsung 2026-02-12 宣布开始量产并向客户出货 HBM4。来源：https://news.samsungsemiconductor.com/global/samsung-ships-industry-first-commercial-hbm4-with-ultimate-performance-for-ai-computing/",
    "source_url": "https://news.samsungsemiconductor.com/global/samsung-ships-industry-first-commercial-hbm4-with-ultimate-performance-for-ai-computing/",
    "source_name": "news.samsungsemiconductor.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "- 已核验证据：TSMC Q1 FY2026 consolidated revenue NT$1,134.10B，net income NT$572.48B，EPS NT$22.08。来源：https://investor.tsmc.com/english/encrypt/files/encrypt file/reports/2026-04/e85216eea8dccd8ca75d7e040e8d57be3ccd618b/1Q26%20EarningsRelease.pdf",
    "source_url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-04/e85216eea8dccd8ca75d7e040e8d57be3ccd618b/1Q26%20EarningsRelease.pdf",
    "source_name": "investor.tsmc.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "- 已核验证据：TSMC Q1 FY2026 transcript 显示 HPC increased 20% quarter-over-quarter and accounted for 61% of first-quarter revenue。来源：https://investor.tsmc.com/english/encrypt/files/encrypt file/reports/2026-04/3cef85204275f94fd111485cfdf4adb3c0263c45/TSMC%201Q26%20Tr",
    "source_url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-04/3cef85204275f94fd111485cfdf4adb3c0263c45/TSMC%201Q26%20Transcript.pdf",
    "source_name": "investor.tsmc.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "- 已核验证据：TSMC April 2026 consolidated revenue NT$410.73B，同比 +17.5%。来源：https://www.sec.gov/Archives/edgar/data/1046179/000104617926000213/tsm-revenue20260508.htm",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1046179/000104617926000213/tsm-revenue20260508.htm",
    "source_name": "sec.gov",
    "source_type": "sec_filing",
    "confidence": "high"
  },
  {
    "claim": "Broadcom Q1 FY2026 AI revenue SEC / Broadcom 8-K exhibit https://www.sec.gov/Archives/edgar/data/1730168/000173016826000011/avgo-02012026x8kxex99.htm",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000011/avgo-02012026x8kxex99.htm",
    "source_name": "sec.gov",
    "source_type": "sec_filing",
    "confidence": "high"
  },
  {
    "claim": "Broadcom Q1 FY2026 release PRNewswire / Broadcom https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302704490.html",
    "source_url": "https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302704490.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "Broadcom 2027 AI chip revenue report Reuters via Investing.com https://www.investing.com/news/stock-market-news/broadcom-sees-revenue-above-estimates-as-ai-fuels-custom-chip-demand-4542363",
    "source_url": "https://www.investing.com/news/stock-market-news/broadcom-sees-revenue-above-estimates-as-ai-fuels-custom-chip-demand-4542363",
    "source_name": "investing.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "Vertiv Q1 FY2026 PRNewswire / Vertiv https://www.prnewswire.com/news-releases/vertiv-reports-strong-first-quarter-with-diluted-eps-growth-of-136-adjusted-diluted-eps-growth-of-83-raises-full-year-guidance-302750110.html",
    "source_url": "https://www.prnewswire.com/news-releases/vertiv-reports-strong-first-quarter-with-diluted-eps-growth-of-136-adjusted-diluted-eps-growth-of-83-raises-full-year-guidance-302750110.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "Eaton Q1 FY2026 Eaton official https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-reports-record-first-quarter-2026-results.html",
    "source_url": "https://www.eaton.com/us/en-us/company/news-insights/news-releases/2026/eaton-reports-record-first-quarter-2026-results.html",
    "source_name": "eaton.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "Schneider Q1 2026 Schneider official IR https://www.se.com/ww/en/about-us/investor-relations/financial-results",
    "source_url": "https://www.se.com/ww/en/about-us/investor-relations/financial-results",
    "source_name": "se.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "Coherent Q3 FY2026 Coherent official https://www.coherent.com/news/press-releases/third-quarter-fiscal-year-2026-results",
    "source_url": "https://www.coherent.com/news/press-releases/third-quarter-fiscal-year-2026-results",
    "source_name": "coherent.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "Coherent Q2 FY2026 Coherent official https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2026-results",
    "source_url": "https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2026-results",
    "source_name": "coherent.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "Lumentum Q2 FY2026 Lumentum official IR https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx",
    "source_url": "https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx",
    "source_name": "investor.lumentum.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "Micron Q2 FY2026 Micron official IR https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2026",
    "source_url": "https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2026",
    "source_name": "investors.micron.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "SK hynix Q1 FY2026 PRNewswire / SK hynix https://www.prnewswire.com/news-releases/sk-hynix-announces-1q26-financial-results-302750959.html",
    "source_url": "https://www.prnewswire.com/news-releases/sk-hynix-announces-1q26-financial-results-302750959.html",
    "source_name": "prnewswire.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "Samsung HBM4 Samsung Semiconductor newsroom https://news.samsungsemiconductor.com/global/samsung-ships-industry-first-commercial-hbm4-with-ultimate-performance-for-ai-computing/",
    "source_url": "https://news.samsungsemiconductor.com/global/samsung-ships-industry-first-commercial-hbm4-with-ultimate-performance-for-ai-computing/",
    "source_name": "news.samsungsemiconductor.com",
    "source_type": "unknown",
    "confidence": "low"
  },
  {
    "claim": "TSMC Q1 FY2026 earnings TSMC official PDF https://investor.tsmc.com/english/encrypt/files/encrypt file/reports/2026-04/e85216eea8dccd8ca75d7e040e8d57be3ccd618b/1Q26%20EarningsRelease.pdf",
    "source_url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-04/e85216eea8dccd8ca75d7e040e8d57be3ccd618b/1Q26%20EarningsRelease.pdf",
    "source_name": "investor.tsmc.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "TSMC Q1 FY2026 transcript TSMC official PDF https://investor.tsmc.com/english/encrypt/files/encrypt file/reports/2026-04/3cef85204275f94fd111485cfdf4adb3c0263c45/TSMC%201Q26%20Transcript.pdf",
    "source_url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-04/3cef85204275f94fd111485cfdf4adb3c0263c45/TSMC%201Q26%20Transcript.pdf",
    "source_name": "investor.tsmc.com",
    "source_type": "company_ir",
    "confidence": "high"
  },
  {
    "claim": "TSMC April 2026 revenue SEC filing https://www.sec.gov/Archives/edgar/data/1046179/000104617926000213/tsm-revenue20260508.htm",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1046179/000104617926000213/tsm-revenue20260508.htm",
    "source_name": "sec.gov",
    "source_type": "sec_filing",
    "confidence": "high"
  }
]