KEDI Global AI Semiconductor Index

Ex-dividend date for Q1 2026 cash dividend of NT$7.0 on 2026-09-16. High importance estimated due to the increased dividend amount impacting yield scheduled.

Q1 2027 earnings release scheduled for 2026-09-02. Analysts forecast continued strong growth driven by AI infrastructure demand, forecasted.

Semtech is expected to announce its Q2 FY2027 earnings results on 2026-08-24, with analysts forecasting an EPS of approximately $0.57-$0.61, forecasted. Medium importance is estimated based on typical earnings-related volatility, scheduled.

Next quarterly earnings release for Q3 2026 is scheduled for August 19, 2026; significant price volatility (~5%) is expected.

Q3 2026 earnings report and conference call on 2026-08-13; analysts forecast EPS of $3.35-$3.38; high importance estimated as earnings releases typically cause ≥10% price impact forecasted.

Q2 2026 earnings release is scheduled for approximately August 5, 2026. Low importance is estimated as earnings releases typically cause at least 1% price movement, and the release is scheduled.

Q2 2026 earnings release is scheduled. As a high-growth AI sector company, earnings reports are highly impactful with an estimated price volatility of over 10% scheduled.

AMD is scheduled to release its Q2 2026 financial results on August 4, 2026. Analysts forecast revenue of approximately $11.2 billion, representing around 46% year-over-year growth, driven by strong data center demand. This event is forecasted.

Q2 2026 earnings release is scheduled for August 3, 2026, where analysts forecast EPS of $0.72; high importance is estimated as earnings results typically drive >10% price volatility scheduled.

Q2 2026 earnings release and conference call on July 30, 2026, scheduled. The date is estimated based on prior reporting schedules, and a >=5% price impact is expected.

Q4 2026 earnings release on July 29, 2026, is scheduled.

UMC's Q2 2026 earnings release, with an estimated price impact of over 1%, is scheduled.

Q2 2026 earnings release scheduled. Medium importance is expected as earnings reports often lead to significant price volatility.

Cadence is expected to release its Q2 2026 financial results. Analysts forecast earnings of $2.05 per share. Quarterly results often lead to price movements of 5% or more, scheduled.

Q2 2026 earnings release and conference call scheduled. Analysts forecast EPS of approximately $0.69-$0.72. A price impact of 5% is estimated based on typical earnings-related volatility, expected.

Q2 2026 earnings release is scheduled for July 27, 2026; low importance is estimated as it is a future event with no market reaction yet, expected.

AMD will host its flagship 'Advancing AI 2026' event on July 23, 2026, in San Francisco. The event, led by CEO Dr. Lisa Su, is expected to detail the company's AI strategy and may feature the unveiling of next-generation products like the Instinct MI450 AI accelerators. This event is scheduled.

Intel's Q2 2026 earnings report and conference call on 2026-07-23 are scheduled.

Q2 2026 earnings release and conference call on 2026-07-16. High importance estimated as quarterly results often lead to >10% price swings scheduled.

Q2 2026 earnings results and conference call scheduled; high volatility expected.

Ex-dividend date for the Q2 2026 dividend of $2.00 per share on June 30, 2026. The dividend is payable on July 15, 2026, to stockholders of record on June 30, 2026.

Micron is scheduled to report its fiscal third quarter 2026 results on June 24, 2026. Analysts forecast record revenue and earnings, and a price impact of ≥10% is estimated due to high market sensitivity to AI memory demand, making this event scheduled.

Investor Day 2026 where the company is expected to outline its growth and diversification strategy, with a focus on AI across data centers, automotive, and personal computing, scheduled.

2026 Annual Meeting of Stockholders scheduled for 2026-06-24; >1% price impact expected.

Ex-dividend date on 2026-06-23 for a $0.09 per share quarterly dividend; this routine action is expected to result in a ~1% price adjustment, scheduled.

Astera Labs Inc. is scheduled to be added to the Nasdaq-100 Index, effective prior to market open on June 22, 2026. This inclusion typically generates significant buying demand from index-tracking funds, with an estimated price impact of over 10% due to passive fund inflows scheduled.

Marvell Technology will be added to the S&P 500 index on June 22, 2026, which is expected to drive significant demand from index-tracking funds; >10% price impact expected.

Teradyne is scheduled to be added to the Nasdaq-100 Index, effective prior to market open on June 22, 2026. The announcement on June 11, 2026, contributed to a stock price increase as it anticipates buying from index-tracking funds. Scheduled.

Quarterly cash dividend of $0.65 per share, with an ex-dividend date of June 22, 2026. This routine dividend payment is estimated to result in a price impact of at least 1%, scheduled.

Quarterly cash dividend of $0.26 per share, ex-dividend date is June 17, 2026.

A 10-for-1 forward stock split became effective on June 12, 2026. Trading on a split-adjusted basis began on June 12, 2026.

Bank of America analysts issued a double upgrade on Intel's stock to "Buy" on 2026-06-12, citing a turnaround in its CPU business and long-term potential for its foundry services. This analyst upgrade is estimated to have a medium market impact of over 5%, estimated.

Marvell announced the appointment of Dan Durn as CFO effective June 15, 2026, and reaffirmed its Q2 fiscal 2027 outlook; >10% price impact scheduled.

Ex-dividend date for Q4 2025 cash dividend of NT$6.00003573 per common share (~US$0.95 per ADR) on 2026-06-11. High importance estimated as the dividend amount is significant relative to share price scheduled.

S&P Global Ratings upgraded NVIDIA's long-term credit rating to 'AA' from 'AA-' on 2026-06-11, citing strong AI-driven performance and expected revenue growth; >5% price impact expected.

Elon Musk spoke at an internal ASML technology conference to discuss his 'Terafab' chipmaking plan, highlighting potential future collaboration.

The 2026 Annual Meeting of Stockholders was held on June 11, 2026.

Announced a quarterly interim dividend of $1.014 per share for Q2 2026, payable on July 9, 2026, to shareholders of record as of June 24, 2026. Low importance is expected as dividend announcements typically have minor price impact.

Announcement of May 2026 revenue of NT$416.98 billion on 2026-06-10. Medium importance estimated as monthly revenue records typically drive 5-10% price movement expected.

Expansion of Singapore manufacturing and R&D campus to support AI chip demand announced on 2026-06-10; low importance estimated as expansion news typically causes ≥1% price impact scheduled.

Broadcom announced the establishment of the AI XPV Platform with Apollo and Blackstone as initial anchor investors, launching with a $35 billion transaction to enable over 20 gigawatts of AI compute capacity. This massive strategic move is estimated to have a price impact exceeding 10%.

On June 9, 2026, the company introduced its GaNEXUS Gallium Nitride (GaN) power portfolio; medium importance is estimated as new product launches in key sectors often impact price by >5%.

Quarterly cash dividend of $0.53 per share declared on 2026-06-09, payable on 2026-09-10 with ex-dividend date of 2026-08-20; low importance estimated as dividend news typically causes ≥1% price impact scheduled.

Cadence announced an expanded multi-year partnership with Intel Foundry to accelerate design technology co-optimization for Intel's upcoming process nodes, starting with Intel 14A. This strategic alliance is estimated to have a ~5% impact on valuation due to long-term growth prospects, expected.

Announced a collaboration with Tokyo Electron on June 8, 2026, to introduce an integrated test solution for AI and data center devices. The news contributed to a stock price increase of over 5% on the day of the announcement.