KEDI Global AI Semiconductor Index

Q2 2026 earnings release scheduled for July 27, 2026. Medium importance is estimated as investors will monitor the impact of recent acquisitions on the updated guidance, scheduled.

Qualcomm has scheduled an Investor Day for June 24, 2026, where it is expected to provide updates on its strategy and long-term outlook, scheduled. Low importance is estimated as such events typically result in price impacts of at least 1%.

Ex-dividend date for a quarterly cash dividend of $0.09 per share on 2026-06-22; this is the first of four installments for a proposed total annual dividend of $0.36 and is estimated to have a 1% price impact, scheduled.

Broadcom is expected to release its second-quarter fiscal 2026 earnings on June 4, 2026, scheduled. High importance is estimated as quarterly earnings reports for major tech firms typically result in price movements exceeding 10%.

Astera Labs scheduled its 2026 annual stockholder meeting for June 4, 2026; a low price impact is estimated as shareholder meetings typically do not result in significant immediate price movement scheduled.

Marvell's first quarter fiscal year 2027 earnings release and conference call on 2026-06-04 scheduled; low impact expected as a routine financial disclosure.

Semtech's Annual General Meeting of Stockholders on June 3, 2026, which is estimated to have low impact as a routine meeting, scheduled

Semtech Q1 2027 earnings report release on June 2, 2026, which is estimated to have low impact until actual results are released, expected

Q4 and Full Fiscal Year 2026 earnings release is scheduled.

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

Synopsys is scheduled to report its second quarter fiscal year 2026 financial results after market close on 2026-05-27, as announced on 2026-04-27, with a price impact ≥1% scheduled.

Q2 2026 earnings release is scheduled for May 20, 2026. The company forecasts revenue of approximately $3.5 billion and adjusted EPS of $2.88. High importance is estimated due to the potential for 10% or more price impact scheduled.

NVIDIA's Q1 fiscal 2027 earnings release is scheduled for May 20, 2026. Low importance assigned as the announcement of an earnings date typically results in ~1% price impact, scheduled.

Nova Q1 2026 earnings release on May 14, 2026, with ≥5% impact estimated based on historical volatility, scheduled

Applied Materials is scheduled to report its fiscal second quarter 2026 financial results after the market closes on May 14, 2026. A price impact of less than 1% is estimated for this routine scheduling announcement, scheduled.

MKS Instruments is scheduled to release its Q1 2026 financial results after market close on May 6, 2026, with a conference call the following morning, May 7, 2026, scheduled

Fourth quarter and full fiscal year 2026 earnings release scheduled. The company has guided for Q4 revenue of approximately $1.47 billion. Medium importance is estimated as earnings releases typically drive 5-10% price impact.

Astera Labs is scheduled to release its financial results for the first quarter of 2026 after the market close on May 5, 2026; a high price impact is estimated given the stock's historical volatility during earnings scheduled.

Scheduled to report fiscal first quarter 2026 financial results after the market close. Analysts forecast revenue of approximately $9.84 billion. Quarterly earnings reports are estimated to have a medium impact on price volatility scheduled.

First quarter 2026 financial results and business outlook scheduled to be released after market close on May 4, 2026. Analysts forecast EPS of $0.36 on revenue of $165 million. This event is expected to have a >10% price impact based on previous earnings performance scheduled.

ON Semiconductor is scheduled to release its Q1 2026 earnings results after the market close on May 4, 2026. The company has guided for Q1 EPS of $0.56-$0.66 and revenue of $1.44-$1.54 billion. High importance is estimated due to historical price volatility exceeding 10% following earnings announcements. This release is expected.

First quarter 2026 financial results are scheduled to be reported after the market closes on April 30, 2026. Impact is estimated as neutral pending the actual release, scheduled

KLA is scheduled to report its third-quarter fiscal year 2026 results on April 29, 2026, scheduled. High importance is estimated as earnings reports for major semiconductor equipment firms typically trigger price movements exceeding 10%.

Qualcomm is scheduled to release its second-quarter fiscal 2026 financial results after the market close on April 29, 2026, followed by a conference call, scheduled. High importance is estimated as earnings reports often lead to price movements exceeding 10%.

United Microelectronics Corp is scheduled to release its Q1 2026 financial results and hold an investor conference call on April 29, 2026, before the market opens. High importance due to potential for significant market volatility following the earnings report scheduled.

Reported Q1 2026 revenue of $3.18 billion and adjusted EPS of $3.05, both beating analyst expectations, and provided Q2 2026 guidance above consensus. This significant beat and raise is estimated to have a price impact of ≥10%, expected.

Teradyne reported Q1 2026 results on 2026-04-28 with record revenue and earnings above guidance, but its Q2 2026 outlook implied a sequential slowdown; shares fell more than 8% in extended trading.

On April 28, 2026, NVIDIA announced a new 12GB VRAM configuration for its GeForce RTX 5070 laptop GPU to expand product options and address memory supply constraints. Low importance assigned as product SKU updates typically result in ~1% price impact.

Reported Q1 2026 financial results, with record first-quarter revenue of $1.68 billion (up 27% YoY) and EPS of $0.33, beating analyst estimates. However, the stock dropped ~13% the next day due to a warning about temporary margin dilution in 2027 from the new Arizona facility.

Reported Q1 2026 revenue of $1.474 billion and non-GAAP EPS of $1.96 on April 27, 2026, both beating analyst expectations. The company also raised its full-year 2026 revenue guidance to a range of $6.125 billion to $6.225 billion but lowered its non-GAAP EPS forecast to account for acquisition-related dilution.

Reported Q1 2026 financial results on April 27, 2026. GAAP revenue was $180.2 million and non-GAAP EPS was $0.63. Results missed some analyst expectations, leading to a significant stock price decline of over 10%. The company provided Q2 2026 revenue guidance of $192 million to $198 million.

Marvell canceled purchase orders with Poet Technologies on 2026-04-27; medium impact expected due to potential supply chain disruptions and legal concerns.

Provided Q2 2026 guidance with expected net sales between $1.75 billion and $1.85 billion and EPS between $0.42 and $0.52.

Intel launched a multi-tranche investment-grade bond sale to raise approximately $6.5 billion on 2026-04-27; analysts forecast a 1-2% price impact, which is estimated.

Stock surged over 10% after D.A. Davidson upgraded its rating to 'Buy' and raised its price target to $375, citing positive read-through from competitor Intel's strong earnings expected.

U.S. lawmakers advanced the 'MATCH Act' on April 24, 2026, which aims to further restrict exports of semiconductor manufacturing equipment, including ASML's DUV systems, to China. High importance estimated due to potential for >10% revenue impact.

Semtech's stock price reached an all-time high of $110.56 on April 24, 2026, marking a one-year total return of 259%.

Intel reported Q1 2026 revenue of $13.6 billion and non-GAAP EPS of $0.29, significantly beating analyst consensus on 2026-04-23; analysts forecast a >10% price impact, which is estimated.

Reported Q1 2026 net revenues of $3.10 billion (+23% YoY) and non-GAAP EPS of $0.13 on 2026-04-23; the company provided a strong Q2 revenue forecast of $3.45 billion, exceeding analyst expectations and causing the stock price to surge over 10%.

On April 23, 2026, the Board of Directors authorized a new share repurchase program of up to $300 million of the company's common stock.

CFO Trent Thad sold 30,000 shares of company stock at an average price of $93.00 per share on April 23, 2026, under a pre-arranged trading plan.

On April 23, 2026, the Board of Directors renamed its Cyber Risk Committee to the 'AI and Cyber Risk Committee' to highlight the company's strategic focus on artificial intelligence.