North America Credit Research 20 July 2026 J P M O R G A N Earnings Call Sheet 2Q26 Results Preview & Calendar component, memory and logistics costs begin to flow through to pricing and margins. We will also be looking for updates on the evolution of the custom silicon and ASIC businesses, including customer concentration, the timing of new program ramps and whether these opportunities can become a more durable source of growth alongside the traditional hardware franchises. For PCs, the key question will be ...