KEDI Global AI Semiconductor Index

ASE is expected to publish unaudited August 2026 consolidated and ATM monthly revenue data on September 10, continuing its monthly disclosure cadence.

TSMC is scheduled to release August 2026 monthly sales on September 10, extending the demand read-through for Amkor’s Arizona advanced-packaging partnership with TSMC.

Oracle expects to announce fiscal Q1 2027 results on September 10, 2026, updating the previously cited September 8 market-calendar estimate.

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

Third-party earnings calendars now estimate Credo’s fiscal first-quarter 2027 results for September 9, 2026, superseding the prior September 2 estimate.

Arm is scheduled to hold its 2026 annual general meeting, where shareholders will vote on a revised remuneration policy that includes a higher CEO PSU maximum and a new value-creation PSU award.

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

Cadence expects AuraStack AI Super Agent to become available in 2026, with its rollout to be completed in September rather than on a disclosed September 1 date.

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

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.

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.

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

Semtech is estimated to report second-quarter fiscal 2027 results on August 24, 2026.

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.

Cerebras' updated Supernova 2026 event materials specify product announcements, inference demos, technical talks, and customer stories for the August 18 flagship event.

Cerebras’ filings clarify that the Q2-triggered lock-up release is estimated at up to 36.4 million shares, followed by estimated 14.6 million-share tranches on August 19, September 2, and the newly specified September 16 date.

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.

Applied Materials is scheduled to report fiscal third-quarter 2026 results and host its earnings call on August 13, 2026.

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

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.

Camtek reported record second-quarter 2026 revenue of $133.2 million and guided third-quarter revenue to $158 million-$160 million.

Camtek's second-quarter 2026 revenue of $133.2 million exceeded the $129 million-$131 million outlook issued with its first-quarter results, and management raised its second-half growth expectation to more than 30%.

ASE reported unaudited July 2026 consolidated revenue of NT$73.784 billion, up 12.2% month over month and 43.2% year over year, with ATM revenue of NT$47.524 billion.

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 Amkor’s Arizona packaging partnership.

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.

TSMC reported July 2026 consolidated revenue of NT$467.58 billion, up 44.7% year over year and 5.6% month over month.

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.

Nova reported record Q2 2026 revenue of $255.0 million and non-GAAP diluted EPS of $2.51, and guided Q3 revenue to $277 million-$287 million.

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

MACOM reported fiscal Q3 2026 revenue of $342.2 million and adjusted diluted EPS of $1.40, and guided fiscal Q4 revenue to $415 million-$425 million.

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.

Lovable will run selected latency-sensitive workloads on dedicated Cerebras capacity under the companies' newly announced partnership.

MKS reported Q2 2026 revenue of $1.248 billion and non-GAAP diluted EPS of $3.30, issued Q3 revenue guidance of $1.350 billion plus or minus $40 million, and subsequently filed its Q2 Form 10-Q.

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.

Rambus initiated a $100 million accelerated share repurchase program with Mizuho Markets Americas, with an initial delivery of approximately 796,000 shares and completion expected by the end of the third quarter of 2026.

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%.

Astera Labs reported second-quarter 2026 non-GAAP diluted EPS of $0.80 and guided third-quarter revenue to $540 million to $560 million as Scorpio X-Series production ramps.

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.

Entegris disclosed that it is winding down its Life Sciences Fluid Management business, including a planned manufacturing-facility closure.

Entegris reported second-quarter 2026 net sales of $883.2 million, GAAP diluted EPS of $0.61, and non-GAAP diluted EPS of $0.93, and issued third-quarter guidance.

FormFactor's second-quarter Form 10-Q reported $27.8 million of first-half restructuring charges and set December 2026 as the expected end of manufacturing at its Carlsbad site.

FormFactor disclosed that it expects $7 million to $9 million of IEEPA tariff refunds in the third quarter of fiscal 2026 after receiving approximately $0.8 million by June 27.

FormFactor's August 4 second-quarter Form 10-Q said its Farmers Branch, Texas probe-card facility is expected to begin production late in the fourth quarter of 2026 and ramp to initial target levels during 2027.

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.