KEDI Global AI Semiconductor Index
Focused portfolio spotlighting AI and semiconductor transformation.
Sentiment Summary
Recent Events
Q2 2026 earnings release and conference call scheduled.
Next earnings release for Q2 2026 is estimated to be on or around August 4, 2026, based on past reporting schedules, estimated.
ON Semiconductor is expected to announce its Q2 2026 earnings on or around August 3, 2026. Analysts forecast EPS of $0.72, which would be a year-over-year increase of 35.85% forecasted.
Fiscal Q4 2026 earnings release on July 30, 2026, is expected to have a medium importance impact on the stock price, scheduled.
Q3 2026 earnings release and conference call scheduled. Estimated > 10% impact as quarterly earnings are primary volatility drivers.
NXP Semiconductors is scheduled to release its Q2 2026 financial results after market close on July 28, 2026, with analysts forecasting EPS around $3.50; a Medium impact is expected as earnings releases typically drive price volatility scheduled.
Q2 2026 earnings release expected; high importance due to potential for significant price movement following the report expected.
Analysts forecast Q2 2026 revenue of approximately €8.9 billion forecasted. The financial results are scheduled for 2026-07-15. High importance is expected as earnings typically drive significant price movement scheduled.
Micron Technology fiscal third-quarter 2026 financial results announcement scheduled. High importance expected due to historical price volatility of over 10% following earnings releases expected.
Investor Day 2026 in New York City to outline growth and diversification strategy with a focus on AI scheduled. Estimated > 1% impact as it provides long-term strategic clarity.
Quarterly cash dividend of $0.09 per share (ex-date June 23, 2026) is the first of four installments of the total annual dividend of $0.36 approved at the AGM; low impact is predicted as dividends are routine corporate actions, and the event is scheduled.
Quarterly dividend of $0.26 per share, announced on May 21, 2026, goes ex-dividend on June 17, 2026.
KLA Corporation confirmed a 10-for-1 forward stock split of its common shares. Shareholders of record on 2026-06-04 receive nine additional shares after the close on 2026-06-11, and KLAC begins trading on a split-adjusted basis on 2026-06-12.
Ex-dividend date for the increased quarterly cash dividend of $0.92 per share, payable on June 25, 2026, scheduled for June 4, 2026. Estimated > 1% impact as the dividend amount is significant.
Broadcom is scheduled to release its Q2 2026 earnings results after the market closes on June 3, 2026. Analysts forecast revenue of approximately $22.1 billion and EPS of $2.40, with AI-related revenue expected to be a key focus; high importance is estimated due to historical earnings volatility exceeding 10%, scheduled.
Quarterly dividend of $0.08352 per share went ex-dividend on June 3, 2026. The dividend was announced on May 13, 2026, and is payable on June 23, 2026.
CEO Anirudh Devgan is scheduled to present at the Bank of America (BofA) Securities 2026 Global Technology Conference; low importance due to typically minimal market reaction to such presentations scheduled.
Quarterly cash dividend of $0.25 per share with an ex-dividend date of June 3, 2026, declared on May 12, 2026, and payable on June 12, 2026.
CEO Matt Murphy delivered a keynote at COMPUTEX 2026. During the event, NVIDIA CEO Jensen Huang referred to Marvell as the 'next trillion-dollar company,' causing the stock to surge over 20%.
Stock price increased by 13.5% on June 2, 2026, attributed by analysts to renewed optimism around the company's AI and data-center memory roadmap ahead of its presentation at the Baird 2026 Global Consumer, Technology & Services Conference.
STMicroelectronics raised its full-year 2026 data center revenue forecast from 'nicely above $500 million' to 'approximately $1 billion' on June 2, 2026, citing strong demand for AI infrastructure. The stock surged over 15% on the news.
Reported Q4 & Fiscal Year 2026 earnings. Q4 revenue was $437.0M (+157% YoY) and non-GAAP EPS was $1.16, beating estimates. Despite the beat, the stock fell over 10% in after-hours trading due to extremely high investor expectations.
CEO Cristiano Amon keynote at Computex 2026, outlining the company's AI strategy and introducing the 'Dragonfly' brand, scheduled. Estimated > 1% impact due to new brand introduction.
U.S. government extended export license rules for advanced AI chips, including AMD's MI350x, to Chinese-owned firms located outside of China, closing a perceived loophole.
Announced new consumer products at Computex 2026, including the Ryzen 7 7700X3D CPU and the global launch of the Radeon RX 9070 GRE GPU, and extended AM5 platform support through 2029.
Completed the acquisition of DustPhotonics, a silicon photonics company, for approximately $750 million in cash plus stock on 2026-05-28. The acquisition expands Credo's high-speed optical interconnect portfolio for the AI data center market.