KEDI Global AI Semiconductor 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.

Q4 and Full-Year Fiscal 2026 earnings release is scheduled. Analysts forecast continued strong growth forecasted. High importance is estimated due to the significant impact of previous earnings beats on stock price, so a major market reaction is expected.

Q2 2026 earnings release is scheduled for May 21, 2026. Analysts forecast continued growth based on the company's strong Q2 guidance. Medium impact is estimated as earnings releases typically drive significant price movement and the event is scheduled.

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.

First quarter 2026 earnings release is scheduled for 2026-05-07; analysts forecast EPS of approximately $2.19. High importance is estimated as earnings releases typically drive significant price volatility, expected.

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.

Q1 2026 earnings release scheduled. The company guided for revenue between $286 million and $297 million and EPS between $0.53 and $0.54. High importance expected due to significant market reaction to past earnings scheduled

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.

Q1 2026 earnings release is scheduled. Analysts forecast EPS of approximately $0.36. This event is expected to have a medium impact as earnings releases typically drive significant price movement, scheduled.

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.

Fiscal Q3 2026 earnings release scheduled for 2026-04-29. Analysts forecast EPS of approximately $9.16. High importance estimated due to potential market volatility from results and guidance. scheduled

Qualcomm's fiscal Q2 2026 earnings release is scheduled for April 29, 2026, scheduled. This is estimated to have a medium impact as historical earnings volatility for the stock is high.

Q1 2026 earnings release and investor conference call scheduled for 2026-04-29; likely medium impact because UMC earnings and guidance have recently moved the stock materially, scheduled.

NXP Semiconductors is scheduled to release its Q1 2026 financial results after market close on April 28, 2026. Analysts forecast EPS between $2.61 and $2.97, with company revenue guidance at a midpoint of $3.15 billion, estimated.

Q1 2026 earnings release on April 28, 2026, with analysts forecasting EPS around $2.03-$2.04 scheduled.

Cadence is scheduled to release its financial results for the first quarter of 2026 after the market closes on April 27, 2026, followed by a conference call webcast; medium importance is estimated as earnings releases for major technology firms typically result in price movements exceeding 5%, scheduled.

Rambus Q1 2026 earnings release is set for 2026-04-27, with investors likely focused on whether the February supply-chain disruption has eased, scheduled.

First quarter 2026 earnings release is scheduled for April 27, 2026. Analysts forecast significant year-over-year growth driven by strong demand in the AI sector, which is estimated to have a price impact of at least 5% scheduled.

Announced that Q1 2026 financial results will be released after market close on April 27, 2026. Low importance as it is a routine scheduling announcement; scheduled.

Intel is scheduled to report its Q1 2026 financial results after the market closes on April 23, 2026, followed by an earnings conference call. High importance is estimated due to historical price volatility exceeding 10% following earnings releases scheduled.

STMicroelectronics is scheduled to release its first quarter 2026 earnings before the opening of European stock exchanges on April 23, 2026. High importance is estimated due to historical earnings volatility exceeding 10%, scheduled.

Lam Research is scheduled to report its financial results for the third fiscal quarter of 2026 (ending March 2026). The company previously forecasted revenue of approximately $5.7 billion and non-GAAP EPS between $1.25 and $1.45. High importance is estimated as earnings releases for major semi-cap stocks typically trigger ≥10% price volatility. 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

First quarter 2026 financial results announcement on April 15, 2026, scheduled. High importance estimated as earnings reports for major semiconductor firms typically result in significant price volatility.

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

Intel and Google announced a multi-year collaboration on April 9, 2026, to advance next-generation AI and cloud infrastructure, focusing on Xeon CPUs and custom IPUs.

Introduced two new deposition systems for manufacturing advanced Gate-All-Around (GAA) transistors at the 2nm node and beyond, aimed at the AI chip market.

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.

Intel's participation in Elon Musk's Terafab AI chip project, involving Tesla, SpaceX, and xAI, was reported around April 7, 2026. The project aims to build a large-scale semiconductor facility.

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.