KEDI Global AI Semiconductor Index

Q3 2026 earnings release scheduled; significant price impact from the previously guided approximately $29.4 billion revenue is expected.

Q2 fiscal 2027 earnings release scheduled. Analysts forecast strong growth, and a >10% price impact is estimated. scheduled

NVIDIA is scheduled to report its Q2 FY2027 earnings on August 26, 2026. High importance is estimated due to the company's significant market influence; analysts forecast EPS around $2.01-$2.09 and revenue guidance is approximately $91 billion forecasted. This event is scheduled.

Analysts forecast an EPS of $-0.19 and revenue of $193.68M for the Q2 2026 earnings release. Medium importance is estimated as the earnings release is expected to have a price impact of at least 5%. The release is scheduled for August 19, 2026, forecasted and scheduled.

Q3 2026 earnings report and conference call, estimated ~1% price impact, scheduled.

Coherent is expected to announce its Q4 2026 earnings results with company-guided non-GAAP EPS between $1.52 and $1.72; high importance is estimated due to typical earnings volatility on this projected date, scheduled.

MACOM Technology Solutions is expected to report its fiscal third-quarter 2026 financial results on August 6, 2026. Analysts forecast EPS of $1.31 to $1.37 on revenue between $331M and $339M, representing significant growth; a high price impact is estimated based on these projections. This is scheduled.

Nova is scheduled to release its financial results for the second quarter of 2026 on August 6, 2026, scheduled

MKS Inc. is scheduled to release its Q2 2026 financial results after market close on August 5, 2026, with a conference call to follow on August 6, 2026; medium importance is estimated as earnings reports typically drive significant price volatility, scheduled.

Astera Labs is scheduled to release its financial results for the second quarter of 2026 after the market close on August 4, 2026, with a conference call to follow; high importance estimated due to typical high volatility surrounding earnings for high-growth semiconductor companies scheduled.

AMD is scheduled to report its Q2 2026 financial results after market close on August 4, 2026. High importance is estimated as earnings for major tech firms typically drive >10% volatility, scheduled.

Entegris is scheduled to release its financial results for the second quarter of 2026 before the market opens on August 4, 2026, with a conference call to follow scheduled. Medium importance is estimated as quarterly earnings typically result in price volatility exceeding 5%.

The company previously reported record preliminary Q2 revenue of NT$191.06 billion, a 26.7% YoY increase; high importance is estimated due to this growth, and the Q2 2026 earnings conference call is scheduled.

Arm Holdings reports financial results for the first quarter of fiscal year 2027 on July 29, 2026; high impact due to AI growth focus expected

FormFactor is scheduled to report its fiscal second quarter 2026 financial results on July 29, 2026, after the market close; a high price impact is estimated as previous guidance for revenue and EPS was above consensus scheduled.

Lam Research's Q4 2026 earnings is scheduled for July 29, 2026. Analysts forecast EPS of $1.68 to $1.69, which would be a significant year-over-year increase, forecasted. High importance is estimated due to historical earnings volatility, scheduled.

Quarterly cash dividend of $0.10 per share, declared on July 15, 2026, with a record date of July 29, 2026. The ex-dividend date is July 29, 2026.

Teradyne is scheduled to release its Q2 2026 financial results on July 28, 2026. Analysts forecast earnings of $2.04 per share. High importance estimated due to previous quarter's 19.4% price movement scheduled.

Q4 2026 earnings release and conference call scheduled; medium impact expected as earnings are key volatility drivers.

Q2 2026 earnings results and conference call on July 27, 2026. This is a recurring event with high potential for stock price impact scheduled.

Rambus is scheduled to announce its second quarter fiscal year 2026 financial results after market close on July 27, 2026, scheduled. High importance is estimated due to typical earnings-related price volatility.

Amkor Technology to announce its financial results for the second quarter of 2026 after the close of trading, scheduled. Medium importance estimated based on historical earnings volatility.

AMD is scheduled to hold its flagship 'Advancing AI 2026' event on July 23, 2026. High importance is estimated due to anticipated major product announcements in the AI sector, scheduled.

Intel Q2 2026 earnings report on July 23, 2026; analysts forecast EPS of $0.10-$0.21, with options market pricing a >15% move scheduled.

On July 18, 2026, news emerged that Chinese competitor ChangXin Memory Technologies (CXMT) filed for a large IPO to expand DRAM production, raising concerns about future oversupply and contributing to a recent decline in Micron's stock price.

Stock price dropped over 10% on July 17, 2026. Reports suggest the drop was not tied to a specific company announcement but rather profit-taking ahead of earnings, valuation concerns, and potential regulatory headwinds.

NVIDIA announced a partnership with Japan's Noetra consortium on July 16, 2026, to build a national AI factory powered by 27,500 Rubin GPUs and 13,750 Vera CPUs.

Announced a long-term strategic partnership with Standard Chartered to modernize the bank's global infrastructure in 54 markets using VMware Cloud Foundation.

Analysts at Oppenheimer raised the stock price target to $260 from $200, citing strong AI-driven demand forecasted.

Announced Q2 2026 results with revenue of $40.2B (+33.7% YoY) and EPS of $4.31, beating estimates. The company also raised its full-year 2026 revenue growth forecast to over 40%. Despite strong results, the stock fell on capex concerns.

Raised 2026 capital expenditure forecast to $60B-$64B (from $52B-$56B) and announced an additional $100B investment for new fabs in Arizona, USA. The news caused a stock price drop of over 4% due to investor concerns about high spending.

Q2 2026 earnings beat expectations with net sales of €9.3 billion and net income of €2.9 billion. The company raised its full-year 2026 sales forecast to €43-45 billion and provided strong Q3 guidance. On the same day, ASML announced that Intel has started using its new High-NA EUV technology in high-volume production, a key milestone.

Significant insider selling by executives, including the COO selling over $12M in shares on July 15 and the CTO selling shares on July 14, contributed to a stock decline; estimated >5% impact based on transaction volume, estimated.

President and CEO Gregory Smith sold 4,000 shares for approximately $1.43 million on July 15, 2026, under a pre-arranged 10b5-1 trading plan.

Coherent announced that it was named to TIME's list of America's Best Companies 2026; low importance is estimated based on positive brand recognition.

News reports highlighted that corporate insiders sold $31.2 million worth of shares over the last three months with no corresponding purchases.