Akros U.S. AI Semiconductor Top 3 Plus Index

Ex-dividend date for the Q1 2026 cash dividend of NT$7.0 per share on 2026-09-16. The dividend was approved by the board on May 12, 2026, and represents an increase from the prior quarter. Medium importance is estimated due to the dividend payout impact scheduled.

Advanced Micro Devices is expected to release its Q2 2026 earnings results on August 4, 2026; analysts forecast revenue of $11.25 billion and EPS of $1.55-$1.60. This forecast is estimated to have a ~1% price impact, forecasted.

Q2 2026 earnings results and conference call for July 23, 2026, are scheduled; a medium market impact is expected.

Micron Technology is scheduled to report its fiscal third-quarter 2026 financial results on June 24, 2026; high impact estimated as earnings reports often lead to significant price gaps, scheduled.

Quarterly cash dividend of $0.65 per share, ex-dividend date scheduled for June 22, 2026. The dividend is payable on June 30, 2026. Low importance is estimated as the price impact is expected to be at least 1% on the ex-dividend date, scheduled.

Analysts from firms including Morgan Stanley and others are expected to initiate coverage after the post-IPO quiet period expires on June 8, 2026, with a price surge of over 20% forecasted.

Reports emerged on June 8, 2026, that Google placed a future order for Intel to manufacture its in-house AI chips (TPUs) and that Nvidia is evaluating Intel's foundry services, causing a >10% stock price increase.

S&P Dow Jones Indices announced Marvell Technology will be added to the S&P 500 index, effective June 22, 2026. This inclusion is estimated to result in a >=10% price impact due to institutional index tracking, scheduled.

AMD announced plans on June 8, 2026, to invest up to £2 billion ($2.7 billion) over five years to accelerate AI research in the UK. This strategic investment is estimated to have a ~5% price impact.

Wells Fargo analysts forecast a price target of $1,220.00 for Micron Technology, raised from $550.00 on June 8, 2026, while maintaining an 'overweight' rating; medium impact estimated as price target revisions typically influence investor sentiment, forecasted.

Stock experienced a significant intraday decline of 10.38% on June 5, 2026, after reaching an all-time high on June 3, 2026, amid extreme volatility and analyst concerns of a potential bubble following a 700% year-to-date surge.

At the Bank of America Global Technology Conference on June 4, 2026, NVIDIA confirmed its next-generation Vera Rubin platform is in full production and scheduled for a Q3 launch. High importance is estimated due to the platform's significant revenue potential and expected market impact, scheduled

At the Annual General Meeting on 2026-06-04, Chairman C.C. Wei reaffirmed the full-year 2026 revenue growth forecast of over 30% in USD, driven by strong AI demand. The company also announced plans to raise the annual cash dividend to at least NT$24 per share, a more than 30% increase. High importance is estimated due to the significant growth guidance and dividend hike expected.

Mizuho analysts raised their price target on Arm to $500 from $425, citing accelerating AI tailwinds from developments at the Computex 2026 conference, estimated.

Broadcom reported record Q2 2026 revenue of $22.2B (up 48% YoY) and AI semiconductor revenue of $10.8B (up 143% YoY). However, Q3 AI revenue guidance of $16B fell short of analyst estimates of ~$17.2B, causing the stock to drop over 20% in the following days.

Chief Legal Officer and Secretary Bernard Shek sold common stock totaling $1,041,600 on June 3, 2026.

NVIDIA announced at Computex 2026 that its new RTX Spark superchip for AI PCs is built on Arm's architecture, with partners including Microsoft, Dell, and Lenovo. The news caused a significant positive stock reaction of over 15%.

At Computex on June 2, 2026, Intel announced new rack-scale AI infrastructure, strategic collaborations with industry leaders, and the launch of the Intel Xeon 6+ processor.

Chief Accounting Officer Laura Kathleen Bartels sold 11,306 shares for a total value of approximately $4.44 million.