Akros Google Value Chain Index
Concentrated exposure to companies driving Google's value chain, including TPUs and data center infrastructure.
Sentiment Summary
Recent Events
Ex-dividend date for the Q1 2026 cash dividend of NT$7.0 per common share on 2026-09-16; ≥5% impact expected due to dividend adjustment scheduled
Q2 2026 earnings release for July 15, 2026, is scheduled. Medium importance is estimated as it is a major financial update scheduled.
A cash dividend of NT$24.5 per share for the second half of 2025 is scheduled, with the ex-dividend date set for July 7, 2026. The dividend payment date is July 31, 2026 scheduled.
Fiscal second quarter 2026 financial results are scheduled to be announced before the market opens. Medium importance as earnings announcements typically drive >=5% price volatility scheduled.
Broadcom is scheduled to announce its second quarter fiscal year 2026 financial results after the market close on June 3, 2026, with a conference call to follow; analysts forecast strong results driven by AI demand. High importance is estimated as earnings for major AI semiconductor firms often result in >10% price impact scheduled.
Annual general shareholders' meeting on May 29, 2026. Low importance estimated due to potential for ≥1% price impact scheduled.
The 2026 annual general shareholders' meeting on May 29, 2026, is scheduled; standard corporate governance event justifies a Low importance rating.
Marvell Technology is scheduled to release its Q1 fiscal 2027 financial results and hold a conference call on May 27, 2026. High importance is estimated due to expected earnings-driven volatility, scheduled.
As this is a future event, the market impact is an estimate based on the significance of quarterly financial reporting; Q2 2026 earnings release scheduled
Keysight is scheduled to release its fiscal second quarter 2026 financial results after the market closes on May 19, 2026. Analysts forecast EPS of approximately $2.33 and revenue of $1.706 billion. High importance is estimated due to the potential for significant market impact from the earnings results scheduled.
The 2026 Annual Meeting of Shareholders is scheduled.
Lumentum will be added to the Nasdaq-100 Index prior to market open on May 18, 2026, which is expected to drive significant institutional demand and a price impact of over 10% scheduled.
Q1 2026 earnings release and investor conference call on May 14, 2026. High importance estimated due to potential for ≥10% price impact following quarterly results scheduled.
Announced record Q1 2026 results on May 12, 2026, with revenue of TWD 19.34 billion (+61.8% YoY) and EPS of TWD 6.87; the massive YoY growth justifies a High importance rating.
Board of Directors approved Q1 2026 financial results, a NT$7.0 per share cash dividend, and major capital appropriations of approx. US$31.3 billion for capacity expansion and up to US$20 billion for its Arizona subsidiary on 2026-05-12; ≥10% impact expected due to massive investment scale scheduled
Announced a cyberattack on some North American operations on May 12, 2026, stating that affected factories are returning to normal production. Medium importance estimated due to potential for ≥5% price impact from operational disruption expected.
Shares fell 8.1% on May 12, 2026, in a broad, sector-wide sell-off affecting semiconductor equipment stocks.
Citigroup analysts raised their price target on Broadcom to $500 from $475, maintaining a Buy rating and naming it their top semiconductor pick for 2026 ahead of earnings, citing strong AI demand forecasted.
Quanta announced April 2026 revenue of TWD 339.9 billion, a 120.71% year-over-year increase, driven by strong AI server shipments. This marks the second-highest monthly revenue in the company's history.
Announced April 2026 revenue on May 8, 2026, of TWD 7.29 billion (+58.4% YoY); strong revenue growth justifies a Medium importance rating.
Announced April 2026 consolidated revenue of NT$46.737 billion, a decrease of 26.07% month-over-month and 4.14% year-over-year, reflecting a slowdown after a record high in March.
Announced April 2026 consolidated revenue of approximately NT$410.73 billion on 2026-05-08, a decrease of 1.1% from March 2026 but an increase of 17.5% year-over-year; ≥1% impact expected due to steady growth scheduled
The Taiwan Stock Exchange placed Mediatek shares under disposition measures from May 7 to May 20, 2026, due to excessive short-term share price gains. Trading is subject to a 5-minute call auction and requires full pre-payment for larger orders (High importance estimated due to significant impact on liquidity).