KEDI Global AI Semiconductor Index

Q4 and Full Fiscal Year 2026 earnings release on 2026-06-01 expected. Analysts forecast EPS around $0.93 and revenue of approximately $431 million forecasted. Earnings releases typically cause 5-10% price movement.

First quarter fiscal year 2027 earnings results are scheduled to be released on May 29, 2026. Market impact is estimated at >1% as earnings releases typically drive volatility scheduled.

Analog Devices is expected to release its fiscal second quarter 2026 financial results around late May. The date is estimated based on previous reporting schedules and is scheduled.

NVIDIA Q1 FY2027 earnings release and conference call scheduled. Low importance is estimated as a date announcement typically has >=1% price impact.

Low importance estimated as market impact is pending results; Q2 2026 earnings release is scheduled.

Q2 2026 earnings release scheduled. High expectations are set due to the strong guidance provided on Feb 12, 2026, making the actual results a significant potential market mover. High importance is estimated as earnings releases for this company typically result in >10% price movement scheduled.

Nova is scheduled to release its financial results for the first quarter of 2026 on 2026-05-14 before the Nasdaq market opens, with a conference call at 8:30 a.m. ET scheduled. High importance is estimated as earnings releases for semiconductor equipment companies typically result in significant price volatility exceeding 10%.

Q4 and full fiscal year 2026 earnings release scheduled. This recurring event is estimated to have a high market impact (≥10%) based on historical earnings volatility, scheduled.

MKS Inc. will release its first quarter 2026 financial results after the market closes on May 6, 2026, with a conference call scheduled for the following morning, May 7, 2026, expected.

Astera Labs is scheduled to release its financial results for the first quarter of 2026 after the market close on May 5, 2026, with a conference call to follow; high volatility is anticipated for this AI-sector earnings release scheduled.

First quarter 2026 financial results are scheduled to be released after market close on 2026-05-05, scheduled. This is estimated to have a Medium impact (≥5%) based on historical earnings volatility and revenue guidance of $9.8 billion.

Q1 2026 earnings release is scheduled. The company has guided for revenue between $158M-$172M and non-GAAP EPS of $0.34-$0.38, implying significant year-over-year growth. Medium importance is estimated based on the potential for a 5% or greater price impact from the growth guidance scheduled.

Medium importance estimated as earnings releases typically drive significant price volatility; first quarter 2026 financial results and conference call scheduled.

Q1 2026 earnings release (2026-04-30) is expected. This is an estimated date based on previous reporting schedules. High importance estimated as earnings releases typically result in >10% price impact for high-growth tech stocks.

Third quarter fiscal year 2026 earnings release and conference call for 2026-04-29. High impact is estimated as earnings reports typically drive significant price movement, scheduled.

Qualcomm is scheduled to release its second quarter fiscal 2026 financial results after the market close on April 29, 2026. High importance is estimated due to the potential for significant price volatility following the announcement, scheduled.

Q1 2026 earnings release and investor conference call on 2026-04-29 is scheduled; analysts forecast EPS of $0.12-$0.13. Medium importance is estimated because earnings releases typically result in price volatility exceeding 5% expected.

NXP Semiconductors is scheduled to release its financial results for the first quarter of 2026 after market close. High importance is estimated as earnings reports typically cause significant volatility, scheduled.

First quarter 2026 earnings results scheduled to be released after market close on April 28, 2026; high importance estimated as earnings typically drive significant price movement scheduled

Amkor Technology is scheduled to release its Q1 2026 financial results after market close on April 27, 2026, with a conference call to follow. This is a recurring event with high potential for price impact based on the results and forward guidance scheduled

First quarter 2026 financial results and conference call scheduled. The company previously guided for a Q1 revenue impact due to a supply chain issue, increasing investor focus on this release, expected.

Analysts forecast revenue of $1.43 billion and EPS of $1.91 for the Q1 2026 earnings release; Medium importance estimated as earnings typically drive 5-10% price movement and event is scheduled.

Intel is scheduled to report its Q1 2026 financial results on 2026-04-23, scheduled. High impact estimated as it provides critical updates on the foundry business.

STMicroelectronics is scheduled to release its first quarter 2026 financial results before the opening of trading on European stock exchanges on April 23, 2026. High importance estimated due to the significant impact of quarterly earnings on stock volatility, scheduled.

Lam Research is scheduled to host its quarterly financial conference call for the March 2026 quarter (Q3 2026) on April 22, 2026. High importance is estimated as earnings calls typically drive significant volatility, scheduled.

Bernstein analysts raise the price target on AMD to $265 on 2026-04-16, citing strong server demand and the company's deal with Meta, forecasted. This is estimated to have a High impact (≥10%) due to the significant price target increase and broader chip sector rally.

TSMC Q1 2026 earnings release with revenue of US$35.9 billion (+40.6% YoY) and EPS of NT$22.08 (+58.3% YoY) expected. High importance justified by significant revenue growth and guidance raise.

Susquehanna analysts raised their price target on Arm Holdings to $210 from $170, citing long-term growth potential from AI and data center expansion. This analyst update is estimated to have a medium market impact (≥5%), forecasted.

Mizuho Securities downgraded NXP Semiconductors from 'Outperform' to 'Underperform' and lowered its price target from $255 to $188, citing challenges in the automotive sector. Medium importance is estimated due to the significant rating downgrade, estimated.

J.P. Morgan analysts downgraded Qualcomm stock to 'Neutral' and lowered the price target to $140 from $185, citing increased competition. Medium importance is estimated as such downgrades often lead to a 5-10% price impact, estimated.

Teradyne announced the acquisition of TestInsight, a provider of semiconductor test development software, on April 16, 2026. Financial terms were not disclosed.

Stifel analyst maintained a 'Buy' rating and raised the price target to $1500 from $1300, forecasted. Low importance estimated as analyst price target adjustments typically result in 1-5% price impact.

On April 16, 2026, Stifel analysts maintained a 'Buy' rating and raised their price target on the stock to $140 from $120. Market impact is estimated at >1% as analyst upgrades often influence investor sentiment forecasted.

Annual General Meeting of Stockholders held on April 16, 2026.

ASML Q1 2026 earnings report on April 15, 2026, with net sales of €8.8 billion and net income of €2.8 billion, beating analyst expectations, and an upward revision of 2026 revenue guidance to €36-40 billion from €34-39 billion citing strong AI demand. Medium importance is estimated based on an expected 5-10% price impact, expected.

Announced an expanded partnership with NVIDIA to accelerate solutions for AI-driven chip design, physics-based simulation, and digital twins.

Announced a collaboration with Google to optimize the Cadence ChipStack AI Super Agent with Gemini on Google Cloud for agent-driven design automation.

The stock price fell 3.05% on April 15, 2026, influenced by analyst downgrades from Erste Group Bank and Zacks Research to 'hold' from 'buy' and 'strong-buy' respectively.

Zacks Research downgraded the stock from 'strong-buy' to a 'hold'. Low importance is estimated as analyst rating changes typically result in a price impact of 1% or more forecasted.

On April 15, 2026, completed a $1 billion public offering of 5.300% Senior Notes due 2036 to be used for general corporate purposes. Market impact is estimated at >1% due to the scale of the financing.

It was reported that several senior executives, including the CFO, sold company shares during March 2026. Low importance is estimated as insider sales of this scale typically have a minor impact on share price.

CEO Rene Haas sold 9,299 shares on April 14, 2026, as part of a pre-arranged Rule 10b5-1 trading plan. This routine sale is estimated to have a low market impact (≥1%).

On April 14, 2026, the company launched NVIDIA Ising, a family of open-source AI models designed to accelerate research in quantum computing. Low importance is estimated as this niche product launch is expected to have a >=1% price impact.

Announced the settlement of all active electrical cable (AEC) patent disputes with Molex and TE Connectivity on 2026-04-13. Patent settlements typically cause 5-10% price movement.

Bank of America upgraded its rating for ON Semiconductor to 'Buy' from 'Neutral' on 2026-04-13, citing expansion in AI power solutions and a share buyback program. The stock rose over 8%.

BofA Securities downgraded NXP Semiconductors from 'Buy' to 'Neutral' and lowered the price target from $245 to $230. The stock fell nearly 3% in premarket trading.