Akros SCHK HK-U.S. Semiconductor Index

Broadcom is estimated to release its fiscal third-quarter 2026 results on September 3, 2026.

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

Analog Devices is expected by earnings-calendar providers to report fiscal Q3 2026 results on August 19, 2026, although the company has not confirmed the date.

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

Applied Materials is projected to report fiscal Q3 2026 results on August 13, 2026, with analysts estimating EPS of $3.38.

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.

Microchip is estimated to release first-quarter fiscal 2027 results on August 6, 2026.

AMD is scheduled to report fiscal second-quarter 2026 financial results after market close on August 4, 2026.

Monolithic Power Systems is scheduled to report second-quarter 2026 financial results after market close on July 30, 2026.

Lam Research is scheduled to host its June 2026 quarter financial conference call on July 29, 2026.

Qualcomm is scheduled to release third-quarter fiscal 2026 results after market close on July 29, 2026.

Corning is scheduled to report second-quarter 2026 financial results and hold its earnings call on July 28, 2026, before the U.S. market opens.

KLA is scheduled to release fiscal 2026 fourth-quarter results after the market closes on July 28, 2026, with consensus EPS estimated at $1.00.

Teradyne plans to release its second-quarter 2026 financial results after market close on July 28, 2026.

Celestica is scheduled to release its second-quarter 2026 financial results after market close on July 27, 2026, followed by an 8:00 a.m. ET conference call on July 28.

Intel reported second-quarter 2026 revenue of $16.1 billion, up 25% year over year, GAAP diluted EPS of $(2.16), and non-GAAP diluted EPS of $0.42.

AMD and Anthropic added an up-to-$5 billion AMD equity-investment commitment and a multiyear engineering collaboration to their planned deployment of up to 2 gigawatts of MI450 Series GPUs.

Qualcomm announced that Snapdragon platforms will power Samsung's new Galaxy foldable smartphones, first Snapdragon-powered Galaxy Watches, and intelligent eyewear.

Texas Instruments reported Q2 2026 revenue of $5.46 billion and diluted EPS of $2.14, and guided Q3 revenue to $5.65 billion-$6.15 billion and EPS to $2.23-$2.57.

Intel and Fortinet announced a collaboration to develop Fortinet Security Processor 6, which Intel will manufacture on its Intel 4 process node.

Intel confirmed that it is planning an additional, unspecified workforce reduction in its Data Center and AI Group as part of its efficiency program.

Bank of America added Micron to its U.S. 1 List while maintaining its Buy rating and $1,550 price target.

NVIDIA said Vera Rubin systems are entering production deployments and introduced the 102.4-terabit-per-second Spectrum-6 Ethernet switch system for gigascale AI factories.

Wistron opened its first U.S. smart factory in Fort Worth, Texas, for assembly and testing of NVIDIA AI systems, including GB300 production and planned Vera Rubin production.

AMD and Microsoft expanded their strategic partnership, with Microsoft set to deploy AMD Helios at scale on Azure for frontier-model inference and Azure AI services.

Lam Research became a founding member of CuspAI’s AI Materials Foundry, a global materials-discovery network focused in part on semiconductors.

NVIDIA expanded its Agent Toolkit with open Omniverse libraries for RTX sensor simulation, GPU-accelerated physics and simulation-ready asset validation.

Bristol Myers Squibb announced it will deploy an NVIDIA DGX SuperPOD built with DGX Vera Rubin NVL72 systems to expand AI-enabled drug discovery and development.