Akros SCHK HK-U.S. Semiconductor Index

Qualcomm is scheduled to hold Snapdragon Summit 2026 in Maui, Hawaii, from September 22 through September 24.

Broadcom announced that it will report fiscal third-quarter 2026 financial results after market close on September 2, 2026.

Coherent is expected to file its fiscal 2026 Form 10-K by August 31, 2026, covering the year ended June 30, 2026.

Texas Instruments Senior Vice President Hagop Kozanian is scheduled to retire effective August 31, 2026.

NVIDIA is scheduled to report fiscal second-quarter 2027 results on August 26, a catalyst for AI-chip demand and downstream semiconductor-capex expectations relevant to Lam.

NVIDIA is scheduled to report fiscal Q2 2027 financial results on August 26 at 2:00 p.m. Pacific Time, a material read-through for AI-system demand and HBM consumption.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026.

Nicholas Parker is scheduled to become NVIDIA executive vice president of Worldwide Field Operations on August 24, succeeding retiring Ajay K. Puri.

Micron’s Raghu Sreeramaneni is scheduled to present “Evolving memory architectures for AI” in the memory-technology tutorial at Hot Chips 2026 on August 23, 2026.

Analog Devices confirmed it will release fiscal Q3 2026 results on August 19, 2026, at 7:00 a.m. ET and hold an earnings call at 10:00 a.m. ET.

Microchip will hold its 2026 virtual annual meeting of stockholders on August 18, 2026, at 9:00 a.m. PDT.

Chief Operating Officer Richard J. Simoncic will resign from Microchip effective August 17, 2026, to become chief executive officer of private company Menlo Microsystems.

Applied Materials is scheduled to report fiscal Q3 2026 results after market close on August 13, with a recently published analyst forecast of $3.39 EPS and $9.01 billion of revenue.

Applied Materials is scheduled to report fiscal third-quarter 2026 results on August 13, providing a near-term wafer-fabrication-equipment demand read-through for Lam Research.

Coherent confirmed that it will report fiscal fourth-quarter and full-year 2026 results after the NYSE close on August 12, 2026, followed by a 4:30 p.m. ET webcast.

Intel proposed a $15 billion underwritten public offering of common stock, with a 30-day underwriter option for up to $2.25 billion of additional shares.

TSMC reported July 2026 revenue of NT$467.58 billion, up 44.7% year over year and 5.6% sequentially, providing a positive demand read-through for Lam's advanced foundry and AI-related wafer-fabrication-equipment exposure.

Micron executives are scheduled to participate in the KeyBanc Capital Markets Technology Leadership Forum on August 10, 2026 at 8:00 a.m. Mountain Time.

NVIDIA announced AI-compute infrastructure financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR intended to mobilize more than $500 billion of third-party capital.

Samsung’s Galaxy Z Fold8 Ultra, Z Fold8 and Z Flip8 are scheduled to become commercially available in Japan on August 7, resolving the launch-date follow-up for Qualcomm’s Snapdragon-powered Galaxy lineup.

Teradyne entered into a five-year, $1.0 billion senior secured revolving credit facility led by PNC Bank for working capital and general corporate purposes.

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.

AMD announced a definitive agreement to acquire Toronto-based specialized AI-inference silicon company Taalas, subject to customary closing conditions and regulatory approvals.

Microchip reported Q1 fiscal 2027 net sales of $1.485 billion and non-GAAP EPS of $0.76, above its prior guidance, and guided Q2 net sales to $1.589 billion–$1.618 billion.

AMD, Supermicro and Spectro Cloud launched AMD Instinct Coder, a jointly developed turnkey enterprise AI-coding inference solution using AMD Instinct GPUs, EPYC processors and Pensando networking.

Sandisk reported fiscal Q4 2026 revenue of $8.97 billion, up 51% sequentially, and guided fiscal Q1 2027 revenue to $10.30 billion-$10.80 billion.

Reports on August 5 indicated that HP, Asus and Acer had begun using limited CXMT DRAM volumes in certain non-U.S. notebook products after qualification activity.

MPS disclosed that its Compensation Committee approved July 2026 MPSU awards under which employees and executive officers may earn up to approximately 697,000 shares through July 2029.

MPS's Q2 2026 Form 10-Q disclosed $4.0 million of share repurchases and a July $500 million authorization increase, leaving $989.3 million available under its program.

AMD reported second-quarter 2026 revenue of $11.536 billion and non-GAAP diluted EPS of $1.66, while guiding third-quarter revenue to approximately $13.0 billion and non-GAAP gross margin to approximately 56%.

Reuters reported that the U.S. administration was drafting restrictions on imports of new Chinese optical transceivers, a development viewed as potentially favorable to Coherent and that coincided with a sharp share-price gain.

Reports said the FCC is preparing restrictions on imports of Chinese-made optical transceivers used in data centers, creating a potential domestic optical-networking supply-chain read-through for Corning.

Microchip and Micron demonstrated an end-to-end PCIe Gen 6 storage architecture combining Microchip Switchtec switches with Micron 9650 NVMe SSDs for AI, HPC and cloud-data-center workloads.

AMD reported fiscal Q2 2026 revenue of $11.54 billion and Data Center revenue of $6.7 billion, up 107% year over year, while guiding fiscal Q3 revenue to approximately $13.0 billion.

SpaceX reported 1.4 gigawatts of AI compute capacity after expanding its AI infrastructure in the second quarter, providing a measurable update to its NVIDIA-exclusive buildout plans.