KEDI Global AI Semiconductor Index

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

Third-party earnings calendars now place Credo's first-quarter fiscal 2027 results on September 9, 2026, replacing the prior September 2 estimate.

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

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, providing a demand and capacity-expansion read-through for Amkor's recently announced advanced-packaging agreement with NVIDIA.

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 formally confirmed that it will report fiscal Q3 2026 results and hold its earnings call on August 13, 2026.

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.

Micron executives are scheduled to participate in the KeyBanc Capital Markets Technology Leadership Forum on August 10, 2026 at 8:00 a.m. Mountain Time.

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 close on August 5, 2026, followed by a management conference call on August 6 at 8:30 a.m. ET.

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.

Market-data publishers now place ASE Technology’s projected Q2 2026 release on July 30, with consensus at US$0.17 EPS and approximately US$5.96-5.99 billion of 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 reported record second-quarter 2026 net sales of $1.898 billion and diluted EPS of $0.70, and guided third-quarter sales to $1.95 billion-$2.05 billion.

Moonshot AI made Kimi K3's model weights available, resolving the scheduled release milestone but not independently validating its claimed open-source chip-design capability.

Cadence reported Q2 2026 revenue of $1.584 billion and non-GAAP diluted EPS of $2.11, and raised its full-year revenue and EPS outlook.

Cerebras confirmed that OpenAI’s GPT-5.6 Sol can run on its infrastructure at up to 750 tokens per second.

Reuters reported that a Chinese state-backed manufacturer has begun producing domestic immersion-DUV lithography tools, creating a potential longer-term competitive read-through for semiconductor-equipment suppliers including Lam Research.

NVIDIA announced a long-term partnership and investment in Safe Superintelligence Inc. that provides SSI access to Vera Rubin systems and is intended to expand its compute capacity by an order of magnitude.

Rambus reported second-quarter 2026 revenue of $207.4 million and non-GAAP diluted EPS of $0.77, exceeding its prior guidance ranges.

Synopsys introduced two autonomous EDA workflows developed with Microsoft and used by AMD, making them available for evaluation on Microsoft Discovery.

Synopsys and Intel Foundry expanded their collaboration with certified AI-powered EDA flows and planned IP support for Intel 14A.

Reuters reported that China began limited production of domestically developed immersion DUV lithography tools, a potential longer-term competitive risk to ASML's China business.

NVIDIA further expanded its Agent Toolkit with re-architected PhysicsNeMo and updated CUDA-X libraries for autonomous engineering and semiconductor-design workflows.

Synopsys announced fully autonomous agentic workflows for chip verification and thermal engineering developed with NVIDIA technology at DAC 2026.

Samsung Electronics and Broadcom announced an MOU to expand collaboration on memory, leading-edge foundry and advanced packaging for next-generation AI infrastructure, estimated at more than $200 billion through 2030.

Coherent shares fell 9.8% to $282.39 on July 24 amid a broader reassessment of AI-infrastructure spending and returns ahead of hyperscaler earnings.

Intel and Lens Technology signed a one-year nonbinding memorandum to explore glass-through-via advanced packaging for future AI and data-center computing platforms.

NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER’s GAK Sejong NVIDIA DSX AI factory from 55 megawatts to 200 megawatts by 2028.

NVIDIA and SK Group announced a $500 billion-plus initiative spanning AI factories and a long-term partnership to secure and co-develop next-generation AI memory.

AMD and Cerebras announced a technical partnership to deploy Helios systems with Cerebras Wafer-Scale Engine technology for a joint low-latency inference offering.

AMD launched the Helios rack-scale AI platform, Instinct MI400 GPUs including MI455X, and sixth-generation EPYC Venice CPUs at Advancing AI 2026.

Amkor announced a $1.5 billion multi-year advanced packaging and development agreement with NVIDIA, including an NVIDIA prepayment to support expansion of Amkor's U.S. capacity.

Microsoft and Databricks expanded their strategic partnership, with Databricks planning to adopt Azure Cobalt 200, Microsoft’s Arm-based infrastructure, for agentic AI and data-intensive workloads.

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 Q2 2026 revenue of $16.1 billion and non-GAAP EPS of $0.42, while guiding Q3 revenue to $15.8 billion-$16.8 billion and non-GAAP EPS to $0.38.

Intel committed to a high-volume ramp of its 14A process technology in 2028 while maintaining planned internal risk production in the second half of 2027.

NVIDIA and Amkor Technology signed a $1.5 billion multi-year agreement under which NVIDIA will prepay to expand Amkor’s U.S. advanced semiconductor packaging and test capacity.

The U.S. Department of War awarded Oracle an enterprise software agreement valued at nearly $7 billion over up to 10 years to consolidate its on-premises Oracle software procurement.

Synopsys disclosed that AMD used its multi-die design, verification, emulation and memory-interface technologies in developing the Instinct MI455X AI GPU.

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.