Catalyst Event
Broadcom Inc (AVGO) · Other
From Akros U.S. AI Semiconductor Top 3 Plus Index (AUAIST3P)
3/19/2026, 12:00:00 AM
A European cloud provider association (CISPE) filed an antitrust complaint with the EU against Broadcom regarding changes to its VMware licensing terms, alleging abuse of market position. The complaint, filed around March 19, 2026, creates regulatory uncertainty for the company's software division.
Korean Translation
유럽 클라우드 제공업체 협회(CISPE)가 브로드컴의 VMware 라이선스 조건 변경에 대해 시장 지배적 지위 남용을 이유로 2026년 3월 19일경 EU에 반독점 소송을 제기함. 이는 회사의 소프트웨어 부문에 대한 규제 불확실성을 야기함.
Related Recent Events
Arm Holdings plc (ARM) · Other
Arm is scheduled to host its 'Arm Everywhere' event, where CEO Rene Haas will deliver a keynote address on the future of AI and intelligent compute scheduled.
3/24/2026, 12:00:00 AM
Broadcom Inc (AVGO) · Other
Ex-dividend date for the quarterly cash dividend of $0.65 per share, payable on March 31, 2026.
3/23/2026, 12:00:00 AM
Arm Holdings plc (ARM) · Other
HSBC upgraded Arm stock to 'Buy' from 'Reduce' and raised its price target to $205 from $90, citing the company's transition into a major beneficiary of the AI server CPU market.
3/20/2026, 12:00:00 AM
Sandisk Corp (SNDK) · Other
Citigroup analysts raised the price target on Sandisk to $875 from $750, citing NAND market strength and competitor performance, forecasted. Estimated 5% impact due to positive sector outlook.
3/19/2026, 12:00:00 AM
Marvell Technology Inc (MRVL) · Other
Marvell's Board of Directors declared a quarterly cash dividend of $0.06 per share. The ex-dividend date is scheduled for April 10, 2026; low importance is estimated as this is a routine quarterly dividend, scheduled.
3/19/2026, 12:00:00 AM
Micron Technology Inc. (MU) · Earnings Release
Micron reported record fiscal Q2 2026 results, with revenue of $23.86 billion and non-GAAP EPS of $12.20, significantly surpassing analyst expectations. The company also provided a strong Q3 forecast, citing robust AI-driven demand.
3/18/2026, 12:00:00 AM