KEDI Global AI Semiconductor Index

ASML is scheduled to release its Q2 2026 financial results on 2026-07-15. The company guided for Q2 sales between €8.4 billion and €9.0 billion, with an estimated price impact of ≥5%, scheduled.

Ex-dividend date for Q4 2025 cash dividend on 2026-06-11, approved by the board on February 10, 2026. The payment date is July 9, 2026; scheduled.

Q2 2026 earnings release scheduled. Medium importance justified by anticipation of key financial performance data.

Annual general shareholders' meeting on 2026-06-04; scheduled.

Credo is expected to report its Q4 fiscal 2026 earnings on June 1, 2026. The company has guided for revenue between $425 million and $435 million, with analysts forecasting an EPS of approximately $1.03. High importance is estimated due to expected market volatility during the earnings release. This release is scheduled.

Executive Vice President, General Counsel, and Secretary, Kathleen F. Burke, is scheduled to retire effective June 1, 2026 scheduled.

Q1 fiscal 2027 earnings release is scheduled for 2026-05-28. Analysts forecast non-GAAP EPS of $0.76-$0.80 and revenue of $2.40 billion, estimated and scheduled.

Synopsys is scheduled to report its Q2 fiscal year 2026 financial results after the market closes on May 27, 2026, with an EPS of $2.97 to $3.17 analysts forecasted; high importance estimated due to historical earnings volatility, scheduled

Annual General Meeting of Shareholders scheduled for 2026-05-27 to approve 2025 financial accounts, the proposed dividend, and other resolutions. This routine meeting is estimated to have a 1% price impact scheduled.

First quarter Fiscal Year 2027 earnings release with revenue guidance of $283 million and adjusted EPS of $0.45, for which medium importance is estimated based on historical volatility, is scheduled.

An Investor Day event is scheduled to be held in New York City on May 21, 2026, featuring presentations from senior leadership on the company's strategy and financial outlook. Low importance is estimated as these events provide long-term strategy rather than immediate market-moving news scheduled.

Analog Devices is scheduled to release its second quarter fiscal year 2026 financial results on May 20, 2026; high importance is estimated due to historical earnings volatility, scheduled.

NVIDIA is scheduled to announce its financial results for the first quarter of fiscal year 2027, which ended on April 26, 2026. A conference call will be held on the same day. Market impact is estimated as Neutral until the actual financial data is released, scheduled.

Company executives participate in the J.P. Morgan Global Technology, Media and Communications Conference on May 20, 2026; low impact estimated as conferences typically provide incremental updates scheduled

Fiscal Q2 2026 earnings results and conference call on May 14, 2026, scheduled; estimated to have a medium impact of ≥5%.

First quarter 2026 financial results to be released before the Nasdaq market opens on May 14, 2026. Importance is estimated based on typical market reaction to earnings reports scheduled.

Intel's Annual Stockholders' Meeting on May 13, 2026; low importance justified by expected <1% impact from routine proceedings, scheduled.

Q4 and full fiscal year 2026 earnings release scheduled after market close on May 6, 2026; high importance is estimated due to the potential for significant price movement following annual results, expected.

MKS Inc. is scheduled to release its Q1 2026 financial results after market close on May 6, 2026, with a conference call scheduled for the following morning. High impact expected due to historical price volatility exceeding 10% around earnings scheduled.

AMD is scheduled to report its fiscal first quarter 2026 financial results after the market close on May 5, 2026. This is a future event, and its impact will depend on the reported figures and forward guidance. Importance is estimated as High due to the significant potential for price movement typical of earnings releases. scheduled

First Quarter 2026 earnings results and conference call scheduled. Analysts forecast EPS of $0.36 on revenue of $165M. High importance estimated due to potential for significant price movement estimated.

ON Semiconductor is scheduled to announce its financial results for the first quarter of 2026 after the market close on May 4, 2026, with a conference call to follow. High importance is estimated due to the typical volatility associated with semiconductor earnings releases. scheduled

Investor call scheduled for 2026-05-04 to discuss the company's strategy for the Low Earth Orbit (LEO) satellite market, with a stated ambition of achieving over $3 billion in cumulative revenue from 2026-2028. This strategic expansion is estimated to have a 5% price impact scheduled.

2026 Annual Meeting of Stockholders scheduled.

Monolithic Power Systems reported Q1 2026 revenue of $804.2 million and non-GAAP EPS of $5.10 on April 30, 2026, beating analyst expectations and providing strong Q2 guidance; a 5% price impact is estimated based on the earnings beat, expected.

Announced a favorable court ruling on April 30, 2026, in a patent infringement lawsuit brought by Bel Power Solutions; a 1% price impact is estimated due to the legal victory, expected.

The U.S. Department of Commerce ordered Applied Materials to halt shipments of advanced tools to Hua Hong on April 28-29, 2026, increasing regulatory risk; estimated to have a high impact due to significant revenue exposure to China.

KLA reported Q3 FY2026 revenue of $3.42 billion and non-GAAP EPS of $9.40, beating analyst estimates, with strong Q4 guidance on 2026-04-29 expected; High importance justified by typical ≥10% price impact from earnings beats in this sector.

Qualcomm reported Q2 fiscal 2026 non-GAAP EPS of $2.65 and revenue of $10.6 billion on April 29, 2026, beating analyst estimates, though weak Q3 guidance resulted in a price impact of over 10%.

Disclosed an ongoing criminal investigation by the U.S. Department of Justice's Antitrust Division on April 29, 2026. High importance estimated due to the potential for significant legal penalties and adverse market impact; negative developments expected.

Release of Q1 2026 results (Revenue NT$61.04B, EPS NT$1.29, +108% YoY) and Q2 guidance with H2 price hike plans; high importance justified by significant EPS growth and price hike plans likely causing >10% price impact expected.

Appointed Sumeet Gagneja as CFO, effective April 29, 2026. Low importance estimated as executive leadership changes typically have limited immediate price impact; transition scheduled.

Released Q1 2026 earnings on April 28, 2026, reporting revenue of $3.18 billion and non-GAAP EPS of $3.05, beating analyst estimates. The stock rose over 14% post-announcement.

Reported record Q1 2026 financial results, with revenue of $1.282 billion and non-GAAP EPS of $2.56, beating analyst estimates. Despite the strong results driven by AI demand, the stock fell over 10% on concerns about future growth and guidance for Q2.

onsemi announced on April 28, 2026, that it has expanded its strategic collaboration with Geely to focus on silicon carbide (SiC) power devices for next-generation electric vehicles. Medium importance is estimated based on the significant market potential of the SiC partnership.

On April 28, 2026, AMD announced its flagship global AI event, "Advancing AI 2026," to be held on July 23, 2026, to showcase its latest AI solutions.

Reported record Q1 2026 net sales of $1.68 billion, a 27% year-over-year increase, and earnings per share of $0.33, which beat analyst expectations. The company also provided positive guidance for Q2 2026. High importance is estimated due to the significant earnings beat and positive forward-looking guidance.

Reports emerged on April 27, 2026, that Qualcomm will be a key chip supplier for OpenAI's AI-native smartphone, causing a stock price increase of over 10%.

onsemi announced on April 27, 2026, an expanded strategic collaboration with NIO to provide silicon carbide (SiC) traction power modules for next-generation 900V electric vehicle platforms. Medium importance is estimated based on the strategic value of the NIO partnership.

Reported Q1 2026 financial results on April 27, 2026, with revenue of $180.2 million and positive Q2 guidance. Medium importance estimated based on typical price volatility following earnings reports; positive performance expected.

Reported Q1 2026 revenue of $1.474 billion and non-GAAP EPS of $1.96, beating analyst expectations. The company raised its full-year 2026 revenue guidance to $6.125-$6.225 billion. The stock rose 1.1% following the release.

On April 27, 2026, a trust associated with the company's CTO sold 27,500 shares as part of a pre-arranged Rule 10b5-1 trading plan. This follows reports of other insider sales over the prior months.