Akros U.S. AI Semiconductor Top 3 Plus Index

Fiscal Q3 2026 earnings release with company guidance for record revenue of approximately $33.5 billion; Medium importance estimated as record guidance typically drives significant market anticipation, expected.

Second quarter fiscal year 2026 earnings report and conference call scheduled for June 4, 2026. High importance is assigned as earnings reports for major tech companies typically result in significant price volatility; analysts' EPS estimate of $2.38 is forecasted.

NVIDIA is scheduled to report its financial results for the first quarter of fiscal year 2027 on May 20, 2026, after the market closes; high impact (>=10%) expected as quarterly results are key performance indicators scheduled.

Arm's Q4 and full fiscal year 2026 earnings release is scheduled for May 6, 2026. Earnings releases typically result in a 5-10% price impact, scheduled.

Medium importance is estimated as earnings releases typically drive price movements of 5% or more. Coherent Corp. is scheduled to release its third-quarter fiscal 2026 financial results scheduled. Analysts forecast an EPS of around $1.33-$1.40 forecasted.

AMD will report Q1 2026 financial results on 2026-05-05 after market close; estimated medium impact given the stock's recent double-digit post-earnings volatility, scheduled.

Sandisk to report its fiscal third quarter 2026 financial results on April 30, 2026, scheduled. High importance is estimated due to the potential for significant price volatility following the announcement.

Monolithic Power Systems is expected to announce its Q1 2026 earnings results on or around April 30, 2026. Analysts forecast EPS to be between $4.46 and $4.89. This event is scheduled.

TSMC is scheduled to announce its Q1 2026 financial results and hold an earnings conference on April 16, 2026. Analysts forecast strong results driven by high demand for AI chips. High importance is estimated due to the significant market impact of quarterly earnings, scheduled

TSMC announced its March 2026 sales revenue on April 10, 2026, providing a key data point on AI chip demand fulfillment.

Announced advancements in its silicon carbide (SiC) epitaxy capabilities, enabling power devices up to 10kV for AI datacenter and industrial power applications.

Announced a strategic investment in SiMa.ai on April 8, 2026, to integrate its LPDDR5X memory into SiMa's platform for AI systems at the edge, targeting robotics and industrial automation.

Morgan Stanley analysts forecast a slow commercial ramp-up and downgraded ARM stock to 'Equal-Weight' on April 7, 2026. This is estimated to have a 1-5% price impact, estimated.