KEDI Global AI Semiconductor Index

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

Credo is estimated to release first-quarter fiscal 2027 results on September 2, 2026, based on its prior reporting schedule.

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.

Synopsys is scheduled to report third-quarter fiscal 2026 results after the market closes on August 26, 2026.

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

Applied Materials is projected to report fiscal Q3 2026 results on August 13, 2026, with analysts estimating EPS of $3.38.

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 plans to release its second-quarter 2026 financial results on August 10, 2026.

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

Nova expects to release second-quarter 2026 financial results before the Nasdaq open on August 6, 2026, followed by an 8:30 a.m. ET conference call.

MACOM is scheduled to release fiscal Q3 2026 results before market open on August 6, 2026 and host its earnings call at 8:30 a.m. EDT.

MKS Inc. is scheduled to release second-quarter 2026 financial results after the U.S. market closes on August 5, 2026.

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

Astera Labs is scheduled to release its second-quarter 2026 financial results after the market closes on August 4, 2026.

Entegris is scheduled to release its second-quarter 2026 financial results before the U.S. market opens on August 4, 2026, followed by a management conference call at 9:00 a.m. ET.

ASE Technology is listed by market-data providers to report Q2 2026 results on July 30, with published estimates now ranging from US$0.17 to US$0.21 EPS and about US$5.99 billion in revenue.

Camtek is scheduled to hold its 2026 annual general meeting of shareholders on July 29, 2026 to vote on director re-elections, indemnification arrangements and auditor reappointment.

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

FormFactor is scheduled to release fiscal second-quarter 2026 financial results and host its webcast conference call on July 29, 2026, at 4:25 p.m. EDT.

Lam Research is scheduled to host its June 2026 quarter financial conference call on July 29, 2026.

KLA is scheduled to release fiscal 2026 fourth-quarter results after the market closes on July 28, 2026, with consensus EPS estimated at $1.00.

Teradyne plans to release its second-quarter 2026 financial results after market close on July 28, 2026.

Amkor Technology is scheduled to release its second-quarter 2026 financial results after the market close on July 27, 2026.

Moonshot AI plans to release Kimi K3’s full model weights by July 27, creating a near-term validation catalyst for the open-source EDA-disruption concern that drove Cadence’s July 17 selloff.

Cadence is scheduled to report second-quarter 2026 financial results after the market close on July 27, 2026.

Rambus is scheduled to discuss its second-quarter fiscal 2026 results in a conference call on July 27, 2026.

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 second-quarter 2026 revenue of $16.1 billion, up 25% year over year, GAAP diluted EPS of $(2.16), and non-GAAP diluted EPS of $0.42.

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.

Astera Labs announced 3.2T Taurus Smart Retimers and Smart Redrivers for AI-infrastructure Ethernet connectivity on July 21, 2026.

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.

The first major components of ASML’s High-NA EUV system arrived at NY CREATES’ Albany NanoTech Complex for North America’s first accessible High-NA EUV Lithography Center.

Barclays raised its CRDO price target to $300 from $260 and maintained its Overweight rating.

AMD and Microsoft expanded their strategic partnership, with Microsoft set to deploy AMD Helios at scale on Azure for frontier-model inference and Azure AI services.

Lam Research became a founding member of CuspAI’s AI Materials Foundry, a global materials-discovery network focused in part on semiconductors.

NVIDIA expanded its Agent Toolkit with open Omniverse libraries for RTX sensor simulation, GPU-accelerated physics and simulation-ready asset validation.

Bristol Myers Squibb announced it will deploy an NVIDIA DGX SuperPOD built with DGX Vera Rubin NVL72 systems to expand AI-enabled drug discovery and development.

ASML confirmed it intends to grant eligible employees conditional stock worth €20,000 from January 1, 2027, contingent on continued employment through 2030.