Index overviewEvent timeline

KEDI Global AI Semiconductor Index

Focused portfolio spotlighting AI and semiconductor transformation.

Recent events

35 of 35
Sep 22, 2026

Next quarterly earnings for Q4 2026 are scheduled to be reported around September 22, 2026, with analysts forecasting EPS of approximately $31.39 scheduled. Medium importance estimated as earnings releases typically cause significant price volatility.

Sep 8, 2026
Synopsys Inc (SNPS)
Earnings Release

Fiscal Q3 2026 earnings release, with revenue guided between $2.41 billion and $2.46 billion and non-GAAP EPS between $3.63 and $3.69, is scheduled. Low impact is expected.

Sep 2, 2026

Importance is estimated as Medium due to the company's high-growth trajectory and significant investor focus on AI-related demand; the first quarter fiscal year 2027 earnings release on September 2, 2026, is scheduled.

Aug 26, 2026

NVIDIA's Q2 FY27 financial results and conference call are scheduled. High importance is estimated due to the significant market impact typically associated with the company's earnings reports.

Aug 10, 2026
Camtek Ltd (CAMT)
Earnings Release

Camtek is scheduled to release its second quarter 2026 financial results on August 10, 2026; high importance is estimated as earnings reports typically trigger price volatility exceeding 10%, scheduled.

Aug 6, 2026
Nova Ltd (NVMI)
Earnings Release

Nova is scheduled to report its second quarter 2026 financial results on August 6, 2026, with company guidance of $245M-$255M in revenue. Medium importance is estimated as earnings releases typically cause >=5% price movement scheduled.

Aug 5, 2026
MKS Inc (MKSI)
Earnings Release

MKS Instruments is scheduled to release its Q2 2026 financial results after market close on August 5, 2026; 5-10% price impact scheduled.

Aug 4, 2026
Astera Labs Inc (ALAB)
Earnings Release

Astera Labs is scheduled to release its Q2 2026 financial results after the market close on August 4, 2026, with a conference call to follow. Company guidance projects revenue between $355 million and $365 million. High importance is estimated due to the significant revenue guidance provided. This event is scheduled.

Aug 4, 2026

AMD will report fiscal second quarter 2026 financial results on August 4, 2026, after the market close. Analysts forecast significant year-over-year growth in EPS. High importance estimated due to historical earnings volatility, scheduled.

Aug 4, 2026
Entegris Inc (ENTG)
Earnings Release

Entegris will release its financial results for the second quarter of 2026 before the market opens on August 4, 2026, with a conference call at 9:00 a.m. ET; high importance estimated due to typical earnings volatility scheduled

Jul 30, 2026

MACOM is scheduled to announce its fiscal Q3 2026 earnings results on 2026-07-30. Analysts forecast an adjusted EPS of approximately $1.35, in line with the company's prior guidance of $1.31 to $1.37. A price impact of >=5% is estimated based on historical earnings volatility. This event is scheduled.

Jul 29, 2026
Arm Holdings plc (ARM)
Earnings Release

First quarter fiscal year 2027 earnings release scheduled. Analysts forecast EPS of $0.36, and the options market implies a potential price move of around ±19.6% following the announcement scheduled.

Jul 29, 2026
FormFactor Inc (FORM)
Earnings Release

FormFactor is scheduled to announce its fiscal second quarter 2026 financial results on July 29, 2026. Analysts forecast revenues of approximately $240 million and EPS of around $0.61, scheduled. High importance is estimated due to expected price volatility exceeding 10% following the release.

Jul 29, 2026
Lam Research Corp (LRCX)
Earnings Release

Lam Research Q4 2026 earnings release on July 29, 2026, with analysts forecast of $1.68 EPS; high importance estimated due to typical >10% price impact scheduled.

Jul 29, 2026

Ex-dividend date for a quarterly cash dividend of $0.10 per share on July 29, 2026; low importance estimated as dividends typically have minimal price impact scheduled

Jul 28, 2026
KLA Corp (KLAC)
Earnings Release

KLA Corporation to announce Q4 fiscal year 2026 earnings on July 28, 2026, scheduled

Jul 28, 2026
Teradyne Inc (TER)
Earnings Release

Teradyne is scheduled to release its financial results for the second quarter of 2026 after the market closes on July 28, 2026. A conference call is scheduled for the following morning. This is a recurring, significant event for investors, scheduled.

Jul 27, 2026

Cadence is scheduled to report its Q2 2026 financial results after the market closes on July 27, 2026. Analysts forecast EPS of approximately $2.05 on revenue of $1.57 billion. High importance is estimated due to the significant impact earnings reports typically have on technology stock volatility, scheduled.

Jul 27, 2026
Rambus Inc (RMBS)
Earnings Release

Rambus is scheduled to release its Q2 2026 financial results after the market closes on July 27, 2026. The options market implies a potential 13% price move following the announcement. This event is scheduled.

Jul 27, 2026

Q2 2026 earnings release for 2026-07-27 with analyst EPS forecast of $0.47 and revenue of $1.8081 billion; Neutral impact, aligning with seasonal expectations, is expected.

Jul 23, 2026
Intel Corp (INTC)
Earnings Release

Intel is scheduled to report its Q2 2026 financial results after the market close on July 23, 2026; analysts forecast revenue of approximately $14.4 billion and EPS of $0.21. High importance is estimated as earnings reports for major semiconductor firms often trigger ≥10% price movement, scheduled.

Jul 20, 2026

On July 20, 2026, AMD announced the launch of its first rack-level AI system, Helios, and an expanded strategic partnership with Microsoft to deploy systems on Azure. High importance estimated due to the strategic impact of AI infrastructure news.

Jul 20, 2026

S&P Global downgraded Oracle's long-term credit rating to BBB-, citing risks from its aggressive AI-related capital spending plan which has led to negative free cash flow.

Jul 20, 2026

Kaplan Fox & Kilsheimer LLP announced an investigation into potential securities law violations following the company's post-IPO earnings report and margin guidance. Medium importance estimated due to potential legal and reputational impact.

Jul 20, 2026

On July 20, 2026, Intel reported a new round of layoffs targeting its data center group (DCG) to improve efficiency; medium importance estimated as large-scale restructuring typically impacts stock price by ≥5%.

Jul 20, 2026

Announced on 2026-07-20 a one-time conditional share award of €20,000 to all eligible employees worldwide. The grant date is 2027-01-01, and will vest on 2030-01-01. Low importance assigned as employee compensation is a minor expense relative to market cap, likely resulting in >=1% price impact, scheduled.

Jul 17, 2026

Stock fell approximately 9-10% on July 17, 2026, amid investor concerns that general-purpose AI agents could disrupt the specialized electronic design automation (EDA) software market, potentially eroding future pricing power.

Jul 16, 2026

Announced an additional $100 billion investment in Arizona facilities on 2026-07-16 for at least four new 2nm fabs, bringing the total investment to $265 billion. This massive capital expenditure is estimated to have a high price impact of over 10%, expected.

Jul 16, 2026

Reported Q2 2026 financial results on 2026-07-16 with record NT$706.56 billion net income; company forecasts full-year revenue growth 'slightly above 40%'. This significant guidance raise is estimated to have a high price impact of over 10%, estimated.

Jul 16, 2026

On July 16, 2026, Intel and Google Cloud announced an expanded partnership to integrate Google's Gemini Enterprise AI across Intel's global workforce; medium importance estimated as strategic AI partnerships often result in ≥5% price impact.

Jul 15, 2026
ASML Holding NV (ASML)
Earnings Release

Reported Q2 2026 net sales of €9.3 billion, beating guidance. Raised full-year 2026 revenue forecast to €43-45 billion from a prior €36-40 billion, citing strong AI-driven demand. High importance assigned as a ~15-20% guidance raise is a major catalyst likely resulting in >10% price impact, expected.

Jul 15, 2026

On July 15, 2026, CEO Gregory Smith and Director Marilyn Matz sold a combined total of over $1.8 million in company stock. This was part of a larger trend of insider sales totaling approximately $14.86 million over the preceding 90 days with no reported insider buying. This significant insider activity is estimated to have a high market impact.