Akros U.S. AI Semiconductor Top 3 Plus Index

TSMC is scheduled to release its August 2026 consolidated monthly sales report on September 10, 2026.

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

Marvell is expected, but has not yet confirmed, to report second-quarter fiscal 2027 financial results after market close on August 27, 2026.

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

Sandisk is scheduled to hold its 2026 Investor Day on August 13, 2026, at 9:00 a.m. Eastern Time.

Cerebras is scheduled to release its second-quarter 2026 financial results after the market closes on August 12, 2026.

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.

TSMC is scheduled to release its July 2026 consolidated monthly sales report on August 10, 2026.

Sandisk is scheduled to report fiscal fourth-quarter and full-year 2026 results and hold its earnings call on August 5, 2026.

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

Kioxia Holdings is scheduled to report first-quarter fiscal 2026 results on July 31, 2026 at 3:30 p.m. JST.

Samsung Electronics is scheduled to release second-quarter 2026 results and hold an earnings call on July 30, 2026.

Arm is scheduled to report first-quarter fiscal 2027 financial results after the U.S. market closes on July 29, 2026.

SK hynix is scheduled to report second-quarter 2026 results and hold its earnings conference call on July 29, 2026, at 9:00 a.m. Seoul time.

Cerebras confirmed that OpenAI’s GPT-5.6 Sol can run on its infrastructure at up to 750 tokens per second.

NVIDIA announced a long-term partnership and investment in Safe Superintelligence Inc. that provides SSI access to Vera Rubin systems and is intended to expand its compute capacity by an order of magnitude.

NVIDIA further expanded its Agent Toolkit with re-architected PhysicsNeMo and updated CUDA-X libraries for autonomous engineering and semiconductor-design workflows.

Samsung Electronics and Broadcom announced an MOU to expand collaboration on memory, leading-edge foundry and advanced packaging for next-generation AI infrastructure, estimated at more than $200 billion through 2030.

Intel and Lens Technology signed a one-year nonbinding memorandum to explore glass-through-via advanced packaging for future AI and data-center computing platforms.

NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER’s GAK Sejong NVIDIA DSX AI factory from 55 megawatts to 200 megawatts by 2028.

NVIDIA and SK Group announced a $500 billion-plus initiative spanning AI factories and a long-term partnership to secure and co-develop next-generation AI memory.

SNDK closed at $1,436.56 on July 24, 2026, down 10.79% for the session and 38.5% below its June 25 closing high of $2,335.00.

AMD and Cerebras announced a technical partnership to deploy Helios systems with Cerebras Wafer-Scale Engine technology for a joint low-latency inference offering.

AMD launched the Helios rack-scale AI platform, Instinct MI400 GPUs including MI455X, and sixth-generation EPYC Venice CPUs at Advancing AI 2026.

Microsoft and Databricks expanded their strategic partnership, with Databricks planning to adopt Azure Cobalt 200, Microsoft’s Arm-based infrastructure, for agentic AI and data-intensive workloads.

Cerebras and AMD announced a technical partnership to combine AMD Helios rackscale systems with Cerebras Wafer-Scale Engine technology in a disaggregated AI-inference workflow.

Intel reported Q2 2026 revenue of $16.1 billion and non-GAAP EPS of $0.42, while guiding Q3 revenue to $15.8 billion-$16.8 billion and non-GAAP EPS to $0.38.

Intel committed to a high-volume ramp of its 14A process technology in 2028 while maintaining planned internal risk production in the second half of 2027.

NVIDIA and Amkor Technology signed a $1.5 billion multi-year agreement under which NVIDIA will prepay to expand Amkor’s U.S. advanced semiconductor packaging and test capacity.

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.

Cerebras and CrowdStrike announced a partnership to use Cerebras inference technology for CrowdStrike Falcon AI Detection and Response while Cerebras standardizes on Falcon.

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.

Reuters and Nikkei-sourced reporting said TSMC plans base foundry-price increases of up to 10% from 2027 across mature and advanced process nodes.