Akros Google Value Chain Index

The ex-dividend date (2026-09-16) for TSMC's Q1 2026 cash dividend of NT$7.0 per share. Low importance as dividend ex-dates typically result in minor price adjustments (~1%). Scheduled.

Alphabet's Q2 2026 earnings release is expected on July 22, 2026 expected.

The Q2 2026 earnings release for ASML on July 15, 2026, is scheduled; a Low importance is estimated as scheduled earnings typically drive at least 1% price volatility.

A cash dividend of TWD 24.5 per share has an ex-dividend date of July 7, 2026; the dividend payout is estimated to have a moderate market impact of >=5%, scheduled.

The ex-dividend date (2026-06-11) for TSMC's Q4 2025 cash dividend of NT$6.0 per share. Low importance as dividend ex-dates typically result in minor price adjustments (~1%). Scheduled.

Alphabet announced a 5% increase in its quarterly cash dividend with an ex-dividend date of June 8, 2026.

Alphabet's 2026 Annual Meeting of Shareholders is scheduled for June 5, 2026 scheduled.

Ciena is scheduled to report its fiscal second quarter 2026 financial results on June 4, 2026. The company has forecasted revenue in the range of $1.5 billion (+/- $50 million) for the quarter. High importance is estimated due to the 13% price impact observed in the previous quarter's earnings release. scheduled

TSMC's 2026 Annual General Shareholders' Meeting (2026-06-04). Low importance as annual meetings rarely cause immediate price shifts >1%. Scheduled.

Broadcom is scheduled to report its second quarter fiscal year 2026 financial results after the market close on June 3, 2026. High importance is estimated due to the historical volatility of semiconductor stocks following earnings, which is scheduled.

Quarterly cash dividend of $0.0835 per share with an ex-dividend date of June 3, 2026. Impact is estimated to be Low (<1%) as it is a routine distribution, scheduled.

Marvell is scheduled to announce its financial results for the first quarter of fiscal year 2027 on May 27, 2026; analysts forecast revenue of approximately $2.40 billion and EPS of $0.79. A 5% price impact is estimated based on historical earnings volatility, forecasted.

Q2 2026 earnings release scheduled; expected to have medium impact as a key financial update.

Keysight is scheduled to report its fiscal second-quarter 2026 results on May 19, 2026, after the market close; analysts forecast EPS of $2.32 on revenue of $1.71 billion. High importance is estimated due to expected price impact of ≥10%, scheduled.

Lumentum will be added to the Nasdaq-100 Index on May 18, 2026, replacing CoStar Group. High importance is estimated due to the significant buying pressure typically associated with Nasdaq-100 inclusion scheduled.

Reported Q1 2026 net profit of TWD 49.9 billion, up 19% YoY, and a record-high EPS of TWD 3.56, beating forecasts due to strong AI server demand. The company maintained a 'strong growth' outlook for the full year. High importance is estimated as record earnings in the AI sector typically drive a >10% price impact. Expected.

Quanta announced its Q1 2026 financial results on May 14, 2026. Revenue reached a record NT$809.2 billion, a 66.6% year-over-year increase, driven by strong AI server demand. However, gross margin fell to 4.78%, a 15-quarter low, due to a shift in product mix and rising component costs.

Samsung's largest union (NSEU) is preparing for a potential 18-day strike starting May 21, 2026. This labor dispute is estimated to have a >5% price impact due to production risks. scheduled

Announced plans to increase 2026 capital expenditure by over 30% to expand regional manufacturing, automation, and core production capacity, particularly for AI servers. Medium importance is estimated as the aggressive investment strategy likely results in a >5% price impact. Scheduled.

Multiple analysts raised their price targets for Marvell stock on May 14, 2026, citing accelerating AI infrastructure spending and optical connectivity leadership.

Advanced Micro Devices (AMD) disclosed a new stake in Marvell Technology on May 13, 2026, in a 13F filing for the quarter ended March 31, 2026.

Board of Directors approval of the Q1 2026 consolidated financial report on 2026-05-12 scheduled. Medium impact estimated due to historical price volatility following quarterly earnings releases.

Issued €1.1 billion in Euro-denominated senior notes on May 12, 2026, with proceeds intended to repay existing debt and for general corporate purposes. Medium importance is assigned as this significant financing is estimated to have a >5% price impact, scheduled.

Citi analyst Atif Malik raised Broadcom's price target to $500 from $475 on May 12, 2026, maintaining a Buy rating. Medium importance is estimated as analyst price target changes typically influence market sentiment by 5-10%, which is forecasted.

TSMC's board approved (2026-05-12) a capital injection of up to US$20 billion for its Arizona subsidiary. Medium importance as large-scale capital expenditure plans often result in 5% price volatility. Expected.

Director Gil C. Tily sold 15,000 shares of common stock on May 11, 2026, for approximately $1.16 million, resulting in a 3.4% price decline on May 14.

Q1 2026 earnings release with EPS of NT$3.06 (+80.6% YoY) and revenue of NT$846.3 billion (+144.3% YoY) on 2026-05-08. High importance estimated as the massive growth is expected to drive a >10% price impact; scheduled.

TSMC announced April 2026 consolidated revenue of NT$410.73 billion, a 17.5% increase year-over-year. Medium importance as monthly revenue trends typically impact price by 5-10%. Expected.

Announcement of April 2026 consolidated revenue (NT$1.39 billion, -3.09% YoY) on 2026-05-08 expected. Low impact estimated as the revenue decline is within normal monthly variance.

Announced April 2026 revenue of NT$339.9 billion, a year-over-year increase of 120.71% but a month-over-month decrease of 6.31%. The strong annual growth was attributed to changes in the product portfolio, primarily strong server demand.

Announcement of investment plans in Vietnam and Eridu Corporation totaling USD 39 million on 2026-05-08. Low importance estimated as these strategic investments are expected to drive a >1% price impact; scheduled.