Akros U.S. AI Semiconductor Top 3 Plus Index

AMD Q2 2026 earnings release and $11.2B revenue guidance (46% YoY growth); medium importance justified by estimated >=5% price impact scheduled.

Micron is scheduled to report its fiscal Q3 2026 earnings on June 24, 2026, with record revenue and EPS expected; high impact estimated due to record guidance.

Q2 2026 earnings release scheduled for June 3, 2026. Analysts forecast an EPS of $2.32. Estimated price impact is Medium (5-10%) as quarterly results typically drive significant market movement scheduled.

Marvell is scheduled to report its Q1 fiscal 2027 earnings after the market close on May 27, 2026. Analysts forecast strong results, and options traders price in a 13% move, which justifies the high importance estimate scheduled.

On May 22, 2026, Micron announced the start of 1-alpha DRAM manufacturing at its Manassas, Virginia, fab; medium impact estimated due to production expansion.

Announced participation with Meta, Applied Materials, and others in a $125 million, five-year commitment to establish a semiconductor research hub at UCLA focused on AI chips.

AMD $10B investment in Taiwan semiconductor ecosystem and 2nm EPYC 'Venice' CPU production confirmation; medium importance justified by estimated >=5% price impact scheduled.

Announcement of system running a trillion-parameter AI model 7x faster than competitors on May 20, 2026; High importance expected due to significant technological lead, expected.

Announced record Q1 FY2027 revenue of $81.6 billion (+85% YoY), provided Q2 revenue guidance of $91.0 billion, and announced a 25-fold increase in the quarterly dividend to $0.25 per share. [High importance estimated: >10% price impact expected due to significant growth and dividend hike]. scheduled

Announced a significant increase in its quarterly cash dividend from $0.01 to $0.25 per share on 2026-05-20, with a record date of June 4, 2026. An additional $80 billion was also authorized for share repurchases. [High importance estimated: >10% price impact expected due to the massive scale of the buyback and dividend hike]. scheduled

AMD Ryzen AI Max PRO 400 Series and Ryzen AI Halo platform launch; partner systems expected in Q3 2026; low importance justified by estimated >=1% price impact expected.

Announced a joint R&D collaboration with Applied Materials as an innovation partner on its EPIC platform to accelerate advanced packaging for next-gen AI chips.