Akros Google Value Chain Index
Concentrated exposure to companies driving Google's value chain, including TPUs and data center infrastructure.
Sentiment Summary
Recent Events
Next quarterly earnings release for Q2 2026 is a routine administrative event with low expected impact, scheduled.
The Q2 2026 earnings release is scheduled. Low impact estimated for this routine scheduling announcement, scheduled.
A cash dividend of NT$24.5 per share for the second half of fiscal year 2025 is scheduled for the ex-dividend date of July 7, 2026; a low impact is estimated as dividends are generally priced in scheduled.
Ciena is scheduled to announce its fiscal second quarter 2026 financial results before the open of the U.S. financial markets on June 4, 2026. A price impact of ≥10% is estimated based on the 14% move following the previous earnings report scheduled.
Broadcom is scheduled to report its second quarter fiscal year 2026 financial results after the market close on June 3, 2026, with analysts forecasting strong growth driven by AI demand; high importance is estimated due to significant historical price volatility following earnings reports scheduled.
2026 Annual General Meeting on May 29, 2026, to approve the 2025 annual dividend; medium importance reflects an estimated 5% price impact from dividend confirmation scheduled.
The 2026 Annual General Shareholders' Meeting is scheduled to be held on May 29, 2026; a low impact is estimated as it is a routine administrative event scheduled.
First quarter fiscal year 2027 financial results and conference call scheduled. Medium importance estimated due to expected market volatility.
Synopsys will report its second quarter fiscal year 2026 financial results after market close on May 27, 2026; Medium importance is estimated as earnings reports typically drive significant price volatility, scheduled.
Samsung Electronics' union has announced a general strike scheduled from May 21, 2026, to June 7, 2026, following failed negotiations over wages and performance bonuses. Analysts estimate this major labor disruption will cause a price impact of over 10% scheduled.
Keysight is scheduled to report its fiscal second-quarter 2026 financial results after market close on May 19, 2026. Analysts forecast EPS of ~$2.33 and revenue of ~$1.71 billion, in line with company guidance scheduled.
Lumentum Holdings Inc. will be added to the Nasdaq-100 Index on May 18, 2026. High impact estimated due to significant passive fund inflows scheduled.
Release of Q1 2026 financial results and investor conference call on May 14, 2026; high importance reflects an estimated price impact of 10% or more typical for major earnings announcements scheduled.
Q1 2026 earnings results and outlook to be announced at an institutional investor conference on May 14, 2026; high importance estimated due to the 120.7% YoY revenue growth in April (announced May 8) suggesting a strong market impact, scheduled
Bank of America and B. Riley analysts raised price targets to $200 and $205 respectively, and an SEC filing revealed AMD's stake in the company, leading to a stock surge of over 10% with higher price targets forecasted.
News reported on 2026-05-13 that the Dutch government formally objected to a proposed US law (Match Act) that would further restrict ASML from selling DUV lithography systems to China, citing extraterritorial concerns. Medium importance reflects the potential price impact due to geopolitical risks affecting major revenue streams.
AIDS Healthcare Foundation filed a lawsuit against Alphabet on 2026-05-13. This is estimated to have a Low (>=1%) impact as legal challenges are frequent for tech giants and rarely result in immediate significant price movement.
On May 12, 2026, the company announced record-breaking Q1 2026 results with revenue of NT$19.31 billion and EPS of NT$6.87, both historical highs and surpassing market expectations, driven by strong demand for AI servers and high-end networking products.
Alphabet announced 'Googlebook' and 'Gemini Intelligence' on 2026-05-12. This major strategic AI push is estimated to have a High (>=10%) impact on market sentiment regarding the company's future hardware ecosystem.
Board of Directors approved a record-high cash dividend of NT$7 per share for Q1 2026 on May 12, 2026, with the ex-dividend date set for September 16, 2026. High impact estimated due to the unprecedented dividend level.
Board of Directors approved a capital budget of approximately $31.28 billion for advanced process capacity and fab construction on May 12, 2026. High impact estimated due to the scale of future growth investment.
Citi analyst Atif Malik raised Broadcom's price target to $500 on May 12, 2026, designating it as the top semiconductor pick for 2026; medium importance is estimated as major analyst upgrades often trigger price movements exceeding 5% forecasted.
Board of Directors approved a capital increase of up to $20 billion for its wholly-owned subsidiary, TSMC Arizona, on May 12, 2026. Medium impact estimated due to significant overseas expansion.
Issued and sold €1.1 billion in aggregate principal amount of euro-denominated senior notes to repay existing borrowings and for general corporate purposes.
Marco Pieters was officially introduced as the company's new Chief Technology Officer (CTO) on 2026-05-12. Low importance reflects the limited immediate price impact of executive leadership changes below the CEO level.
Wistron announced its Q1 2026 financial results on May 8, 2026. Net profit was NT$9.63 billion, an 80.7% YoY increase, and EPS was NT$3.06, a record high for a single quarter. This record performance is estimated to have a high price impact (≥10%).
On May 8, 2026, the company announced April 2026 revenue of NT$7.29 billion, a 58.4% year-over-year increase, indicating continued strong growth momentum.
Announced April 2026 consolidated revenue of TWD 339.9 billion, a decrease of 6.3% month-over-month but an increase of 120.7% year-over-year.
Wistron announced its April 2026 revenue of NT$283.44 billion, a 112% YoY increase but a 14.9% MoM decrease. Despite the monthly dip, the stock fell over 5% on the news, reflecting investor disappointment.
MediaTek announced its April 2026 consolidated revenue of NT$46.74 billion on May 8, 2026; a low impact is estimated as monthly fluctuations are common expected.