KEDI Global AI Semiconductor Index

Broadcom's next quarterly earnings report for Q3 2026 is scheduled. Medium importance is estimated as earnings releases typically result in a 5-10% price impact scheduled.

NVIDIA's Q2 FY2027 earnings report on August 26, 2026, is expected to have a high price impact (>10%) based on historical volatility and is scheduled.

Next quarterly earnings for Q2 FY2027 scheduled. Revenue guidance of $328M (±$5M) and adjusted EPS guidance of $0.61 (±$0.02) provided. High importance due to strong recent performance and data center growth narrative expected.

Q3 2026 earnings release including analyst EPS forecasts of $3.67 and company guidance of $3.63-$3.69. A price impact of 5-10% is estimated based on historical earnings volatility, and the event is scheduled.

Applied Materials is scheduled to report Q3 2026 earnings on August 13, 2026; high importance estimated due to potential for significant price impact from company revenue guidance of $8.95 billion and EPS of $3.36, expected.

MACOM is scheduled to report its fiscal third quarter 2026 financial results. The company has provided guidance for revenue between $331 million and $339 million and adjusted EPS between $1.31 and $1.37, which is above prior analyst consensus. This event is scheduled.

Nova is scheduled to report its second quarter 2026 financial results before the market opens on 2026-08-06, with analysts forecasting EPS around $2.41. Medium importance is estimated based on expected earnings volatility scheduled.

MKS Instruments is scheduled to release its financial results for the second quarter of 2026 on 2026-08-05, with analysts forecasting EPS around $2.93-$2.95; high importance assigned based on historical earnings volatility. forecasted scheduled

Astera Labs is scheduled to release its financial results for the second quarter of 2026 after the market close, followed by a conference call. High volatility (>10%) is expected based on previous earnings reactions scheduled.

AMD is scheduled to report its fiscal second quarter 2026 financial results after the market close on August 4, 2026. The company has guided for revenue of approximately $11.2 billion and a non-GAAP gross margin of approximately 56%, which is expected. High importance is estimated as earnings releases typically cause price impacts exceeding 10%.

Camtek is scheduled to release its Q2 2026 earnings results on 2026-08-04; analysts forecast an EPS of $0.74 to $0.76. A 5% price impact is estimated based on historical earnings volatility forecasted.

Q2 2026 earnings release scheduled; analysts forecast an EPS of $0.17, with medium importance estimated based on a 5% change from previous guidance, estimated.

Entegris is expected to report its Q2 2026 financial results on 2026-07-29. High importance is estimated as quarterly earnings typically drive significant price movement in the semiconductor materials sector expected

Lam Research is scheduled to host its quarterly financial conference call and webcast for the June 2026 quarter (fiscal Q4 2026) on July 29, 2026. High importance is assigned due to the potential for a >10% price impact, scheduled

Arm Holdings will report Q1 fiscal year 2027 results on July 29, 2026, after market close. This event is assigned medium importance as earnings reports typically drive significant volatility scheduled

Q2 2026 earnings release and conference call scheduled. Importance is estimated as Medium based on the potential for significant new information on AI-related growth and forward guidance.

Q2 2026 earnings release scheduled; low impact expected for routine scheduled announcement.

Q4 2026 earnings and full fiscal year results to be released after market close on July 28, 2026. Neutral impact is estimated as the market awaits the actual financial data, scheduled.

Q2 2026 earnings results and conference call for July 27, 2026, with high importance estimated due to the potential for price impact exceeding 10% based on results and guidance, scheduled.

Q2 2026 earnings release and conference call scheduled. This event is estimated to have a >= 5% price impact due to typical earnings volatility, scheduled.

Q2 2026 earnings results and conference call webcast scheduled. Analysts forecast EPS of around $2.05 on revenue of $1.576 billion forecasted. Price impact is expected to be neutral as the event is scheduled.

Intel is scheduled to report its Q2 2026 financial results after the market close on July 23, 2026. High importance is estimated as this is a recurring event with high potential for stock price impact scheduled.

AMD will host its 'Advancing AI 2026' event on July 22-23, 2026, where it is scheduled to launch its next-generation Zen 6 CPU architecture, beginning with the EPYC 'Venice' server processors, scheduled. High importance is estimated as a major architecture launch is a key price catalyst.

Q2 2026 earnings release and Q3 2026 guidance scheduled. Analysts forecast strong growth driven by AI demand; high importance is estimated due to expected price impact exceeding 10%, making the event scheduled.

ASML is scheduled to report its Q2 2026 earnings results before the market opens on July 15, 2026. Analysts forecast earnings of approximately $7.98 per share on revenues of around $10.3 billion, with the company's guidance being between €8.4 billion and €9.0 billion. The release is highly anticipated for insights into AI-driven demand and the impact of export controls. This event is scheduled.

Announced a major expansion of its European infrastructure, planning to build out 200MW of AI compute capacity across France and the Nordics by the end of 2027. High importance estimated due to the significant scale of the expansion.

Announced an expanded manufacturing partnership with Flex to increase production capacity of its CS-3 AI accelerator system by approximately 7x through 2026. High importance estimated due to the massive increase in production capacity.

S&P Global Ratings downgraded Oracle's credit rating to 'BBB-/A-3' from 'BBB/A-2', citing rising business risk and weaker cash flow from the high-cost AI infrastructure buildout. The outlook is stable. This downgrade to near-speculative grade is estimated to cause a price impact of 10% or more.

Announced on July 9, 2026, an increased U.S. investment plan to over $250 billion through 2035 to boost domestic semiconductor production and meet long-term demand. The announcement coincided with a construction milestone at its New York fab. This massive long-term investment is estimated to have a >5% price impact expected.

NVIDIA officially denied rumors of a delay to its Kyber NVL144 AI platform on July 7, 2026, reaffirming that the product roadmap remains on schedule, which led to a stock price increase of over 1%.

Ex-dividend date for an annual cash dividend of $0.4171 per ADS on 2026-07-06, with a payment date of August 7, 2026. High importance estimated due to the dividend yield exceeding 10% of the stock's recent trading range, scheduled.

Announced a long-term Strategic Customer Agreement (SCA) with Ford Motor Company on July 6, 2026, to secure the supply of memory and storage for Ford's next-generation vehicles. This partnership is estimated to have a >1% price impact expected.