Quanta is due to file its August 2026 consolidated monthly revenue by 10 September 2026 under TWSE reporting rules.
Akros Google Value Chain Index
Concentrated exposure to companies driving Google's value chain, including TPUs and data center infrastructure.
Recent events
MediaTek schedules release of its August 2026 monthly sales report for September 10, 2026.
Wistron is due to file its August 2026 consolidated operating revenue by 2026-09-10 under TWSE monthly-reporting rules.
TSMC is scheduled to release August 2026 monthly sales on September 10, extending the demand read-through for Amkorโs Arizona advanced-packaging partnership with TSMC.
TSMC is scheduled to release its August 2026 consolidated monthly sales report on September 10, 2026.
Hon Haiโs investor calendar schedules release of unaudited consolidated August 2026 revenue on September 5, 2026.
Ciena is scheduled to report fiscal third-quarter 2026 financial results on September 3, 2026.
Broadcom announced that it will report fiscal third-quarter 2026 financial results after market close on September 2, 2026.
Marvell formally confirmed that it will release second-quarter fiscal 2027 results on August 27, 2026, followed by a 1:45 p.m. Pacific Time conference call.
NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026, providing a demand and capacity-expansion read-through for Amkor's recently announced advanced-packaging agreement with NVIDIA.
Synopsys is scheduled to report third-quarter fiscal 2026 results after the market closes on August 26, 2026.
NVIDIA is scheduled to release fiscal second-quarter 2027 results and hold an investor call on August 26, 2026.
Zhongji Innolight is scheduled to disclose its 2026 interim report on August 24, providing the next formal update on first-half operating and financial performance.
Keysight officially scheduled fiscal Q3 2026 results for August 18, 2026, after market close, with a 1:30 p.m. PT conference call.
Applied Materials is scheduled to report fiscal third-quarter 2026 results and host its earnings call on August 13, 2026.
Foxconn Industrial Internet (FII), Hon Haiโs 84.16%-owned subsidiary, is scheduled to release its 1H26 report on August 12 after forecasting 1H parent net profit of RMB23.4-24.4 billion, up 93%-101% year over year.
Hon Haiโs FY2026 second-quarter investor conference is scheduled for August 12 at 3:00 p.m. Taipei time by Webex conference call to review 2Q performance and discuss the 3Q outlook.
Google's scheduled Pixel 11 launch is a catalyst for external confirmation of reported MediaTek M90 modem adoption.
Google is scheduled to hold its Made by Google event in New York on August 12, when Pixel 11 pre-orders are set to open.
Lumentum is scheduled to release fiscal fourth-quarter and full-year 2026 results after market close on August 11, 2026, followed by a 2:00 p.m. PT webcast.
Hon Hai-controlled FIT Hon Teng reported 1H26 revenue of US$2.496 billion, up 8.3% year over year, and net profit of US$38.2 million, up 26.3%.
Quanta reported July 2026 consolidated revenue of TWD 366.274 billion, down 4.9% month over month and up 131.3% year over year.
MediaTek schedules release of its July 2026 monthly sales report for August 10, 2026.
Wistron reported July 2026 consolidated revenue of NT$308.219 billion, up 60.8% year over year and down 4.2% month over month.
TSMC reported July 2026 consolidated revenue of NT$467.58 billion, up 44.7% year over year and 5.6% sequentially, updating the demand read-through for Amkorโs Arizona packaging partnership.
TSMC reported July 2026 consolidated revenue of NT$467.58 billion, up 44.7% year over year and 5.6% month over month.
Samsung began general availability of the Galaxy Z Fold8 Ultra, Galaxy Z Fold8 and Galaxy Z Flip8 on August 7, completing the retail launch following record South Korean preorders.
Celestica disclosed that the underwriters exercised in full their 1,451,612-share overallotment option, increasing the equity offering to 11,129,031 shares and estimated net proceeds to approximately $3.39 billion.
At FMS 2026, Samsung unveiled zHBM and zNAND-O concept models and its V10 BV-NAND architecture with more than 400 layers as part of its AI-memory roadmap.
Samsung entered five-year patent cross-license, settlement, memory-supply and ITC-cooperation agreements with Netlist, including a US$239 million upfront license payment and revenue-based quarterly payments.
Hon Hai reported unaudited consolidated July 2026 revenue of NT$946.512 billion, up 15.18% month over month and 54.19% year over year.
Alphabetโs Google DeepMind restructuring also included the departure of Jeff Dean, Sanjay Ghemawat, Oriol Vinyals and Quoc Le to form Discovery Loop, in which Alphabet participated and with which it signed a long-term cloud-and-compute partnership.
e& UAE announced deployment of Ciena optical and network-control solutions for a new high-capacity DWDM network.
TTM reported record second-quarter net sales of $1.004 billion and non-GAAP EPS of $0.99, raised full-year 2026 expectations, and issued third-quarter guidance of $1.10-$1.14 billion in sales and $1.21-$1.27 in non-GAAP EPS.
Reuters reported that the U.S. administration and Federal Communications Commission are drafting a restriction on imports of new Chinese optical-transceiver models, which could affect Zhongji Innolight.
Samsung announced Prime Video as the first streaming service to offer HDR10+ ADVANCED globally on supported titles for Samsung's 2026 TV lineup beginning in August 2026.
Wistron reported Q2 2026 consolidated revenue of NT$895.443 billion and net profit of NT$14.827 billion, with EPS of NT$4.72.
Arista reported Q2 2026 revenue of $3.036 billion and non-GAAP diluted EPS of $1.02, and guided Q3 revenue to approximately $3.3 billion.
Quantum Corridor, Ciena, and Toshiba completed a 1.6 Tb/s quantum-safe optical-encryption trial on Quantum Corridor's live commercial network.
Reuters reported that the U.S. administration is drafting restrictions on imports of new Chinese optical transceivers, which could benefit alternative suppliers including Lumentum if implemented.