KEDI Global AI Semiconductor Index

Financial Analyst Day in New York City to provide updates on strategy and long-term financial plans is scheduled. Impact estimated at >=1% as analyst days usually provide incremental updates; the event is scheduled.

High importance is estimated as earnings reports typically drive significant volatility; Q2 2026 earnings release with revenue guidance of $1.15B-$1.25B and non-GAAP EPS of $1.86-$2.15 is scheduled.

The Q2 2026 earnings release is scheduled for 2026-08-03 scheduled; Medium importance as earnings dates typically cause over 5% price volatility.

Q2 2026 earnings release, with analysts projecting an EPS of approximately $0.72, is scheduled. Impact estimated at >=1% as date announcements are typically minor; the event is scheduled.

On 2026-07-30, Q2 2026 earnings release is scheduled and analysts forecast EPS of around $5.85 forecasted. Low importance is estimated as earnings releases typically result in at least a 1% price impact scheduled.

Lam Research is expected to report its Q4 2026 earnings on July 29, 2026. Analysts forecast an EPS of approximately $1.65-$1.68. Market impact is estimated at Medium as earnings reports typically drive significant price volatility, scheduled.

Arm's Q1 fiscal year 2027 earnings release on July 29, 2026, with guided revenue of $1.26 billion and adjusted EPS of $0.40 expected. Importance is estimated as Low as it is a standard scheduled release.

Q2 2026 earnings release and conference call, with medium importance estimated due to historical price volatility during earnings, scheduled.

Q2 2026 earnings release scheduled. The company has provided guidance for revenue between $1.555 billion and $1.595 billion and non-GAAP EPS between $2.02 and $2.08. Market reaction is estimated to be neutral as guidance is already public scheduled.

Q2 2026 earnings release is scheduled. Market impact is estimated to be Low as it is a routine scheduled announcement.

Q2 2026 earnings release is scheduled.

Q2 2026 financial results scheduled.

The company will host a Masterclass webcast on DRAM and advanced packaging on June 25, 2026. Medium importance is estimated as technical masterclasses can reveal significant roadmap updates driving >= 5% price impact, scheduled.

Micron Technology is scheduled to report its fiscal third-quarter 2026 financial results on June 24, 2026, which is expected to have a significant price impact due to strong AI memory chip demand and positive forward guidance, scheduled.

Ex-dividend date for a quarterly cash dividend of $0.65 per share on June 22, 2026. This routine corporate action, with payment on June 30, 2026, typically results in a minor price adjustment of approximately 1% expected.

Quarterly dividend ex-date for a payment of $0.26 per share, as declared on May 21, 2026.

KLA's 10-for-1 stock split takes effect on June 12, 2026, with split-adjusted trading beginning that day; shareholders of record on June 4, 2026 receive nine additional shares after the close on June 11, 2026, scheduled

Amie Thuener is scheduled to succeed Kirsten Spears as Chief Financial Officer, effective June 12, 2026. This executive transition, announced on April 2, 2026, is expected to have a low market impact scheduled.

TSMC's shares will trade ex-dividend on 2026-06-11 for a declared quarterly cash dividend of approximately $0.95 per share to be paid in July 2026; a price impact of over 5% is estimated based on the dividend yield scheduled

Annual General Meeting of Shareholders, with low importance estimated as routine governance events usually have limited market impact, scheduled.

UMC is scheduled to announce its May 2026 monthly sales revenue on June 5, 2026. Analysts estimate this routine announcement will have a price impact of over 1% scheduled.

Held 2026 Annual Meeting of Stockholders on June 4, 2026. Low importance estimated for routine corporate governance event. Scheduled.

The May 2026 Steam Hardware Survey showed AMD's CPU market share among users increased by 0.79% month-over-month to 44.97%, while its GPU share also saw a slight increase to 19.13%. Low importance justified by incremental market share gains likely causing ≥1% price impact.

Quarterly dividend of $0.92 per share (an increase from $0.89) went ex-dividend on June 4, 2026, payable on June 25, 2026. Low impact expected as the increase aligns with historical growth patterns.

Broadcom reported Q2 2026 revenue of $22.2B and non-GAAP EPS of $2.44 on June 3, 2026, beating analyst estimates. However, the stock fell over 14% in after-hours trading as its Q3 AI revenue guidance of ~$16B fell short of elevated investor expectations.

Nvidia CEO Jensen Huang called Marvell the "next trillion-dollar company" at the Computex 2026 conference on 2026-06-02, leading to a significant stock price surge.

STMicroelectronics raised its 2026 data center revenue forecast to approximately $1 billion, nearly doubling the prior guidance of 'nicely above $500 million' due to strong AI-related demand. The stock surged on the news.

Director Emiko Higashi sold 10,000 shares. The stock subsequently traded down over 7% on June 4, partly attributed to the insider sale.

Quarterly dividend of $1.10 per share went ex-dividend on June 2, 2026, with payment scheduled for June 16, 2026. Low price impact is expected.

Announced expansion of Taiwan operations and Cloud-Scale Interop Lab on June 2, 2026, to accelerate AI infrastructure deployment. Low importance estimated for long-term operational expansion. Scheduled.

CFO Brice Hill presented at the BofA Securities Global Technology Conference on June 2, 2026, reiterating a strong growth outlook. Low importance is estimated as reiterating existing outlook typically has >= 1% price impact, scheduled.

Stock price reached an all-time high of $129.17, reflecting strong investor confidence following positive Q1 earnings and bullish analyst ratings.

Reported Q4 fiscal 2026 results with revenue of $437.0M (+157% YoY) and adj. EPS of $1.16, beating analyst expectations. Despite the beat and strong guidance, the stock fell over 12% in after-hours trading due to extremely high market expectations.

Cadence announced the industry's first fully autonomous virtual agentic AI design engineer, powered by NVIDIA Nemotron models, extending its ChipStack AI Super Agent.

At Computex 2026 on June 1, 2026, Qualcomm unveiled its 'Dragonfly' brand for data center AI inference chips, signaling a major push into the AI data center market. Medium impact expected due to strategic entry into a high-growth segment.

NVIDIA unveiled the RTX Spark PC superchip and expanded its Microsoft collaboration to push AI-first Windows PCs on 2026-06-01, a strategic PC-market entry that likely had an about 1% to 2% near-term share-price effect based on reported market reaction.

Announced several new products at Computex 2026, including the Ryzen 7 7700X3D and a Ryzen 7 5800X3D Anniversary Edition CPU, the global launch of the Radeon RX 9070 GRE GPU, and extended support for the AM5 platform through 2029. Medium importance justified by major product launches likely causing ≥5% price impact.