Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · HBM & memory bandwidthII · Advanced packaging & CoWoSIII · Lithography & EUV opticsIV · Leading-edge foundryV · Power, grid & generationVI · Liquid cooling & thermalVII · Optical interconnect & networkingVIII · Substrates, resist & wafer materialsIX · Accelerators & the capex layerX · Private giants & exposure vehicles
December 2026
- 31mediumProgramINTCIntel 14A external-customer decision window opensIntel guided that 14A external-customer decisions arrive in H2 2026-H1 2027; a named volume customer would be the binary proof that a second leading-edge foundry source exists at all.
March 2027
- 31mediumProgramIBIDFIbiden Gama Plant / Ono Cell 8 AI-substrate ramp through FY2027Ibiden's ~¥500B ($3.3B) FY2026-2028 high-performance IC-substrate program (board-approved Feb 3, 2026) centers on the new Gama Plant (phase-1 ~¥220B, mass production from FY2027) and added capacity at the Ono Plant Cell 8, targeting roughly 2.5x high-performance capacity. The ramp is the cleanest read on whether AI-substrate demand is pulling through to real, qualified output; this is a program window, not a single confirmed event date.
Past
- 2026-10-13SEMICON West 2026 (Moscone Center, San Francisco, Oct 13-15)
- 2026-10-13SEMICON West 2026 (San Francisco, Oct 13-15)
- 2026-10-13SEMICON West 2026 (Moscone Center, San Francisco, Oct 13-15)
- 2026-10-12OCP Global Summit 2026 (Oct 12–15, San Jose)
- 2026-10-01Anthropic IPO pricing window (later-2026 target after June 1 S-1)
- 2026-09-30OpenAI IPO listing window opens (Q4 2026 target)
- 2026-09-30Expected close of Ecolab's ~$4.75B CoolIT acquisition (Q3 2026)
- 2026-09-03Broadcom Q3 FY2026 earnings
- 2026-08-26NVIDIA Q2 FY2027 earnings
- 2026-08-24Fabrinet Q4 FY2026 earnings
- 2026-08-23Hot Chips 2026 (Stanford, Aug 23-25)
- 2026-08-20Marvell Q2 FY2027 earnings
- 2026-08-18Lumentum Q4 FY2026 earnings
- 2026-08-13Coherent Q4 FY2026 earnings
- 2026-08-13Applied Materials fiscal Q3 2026 results
- 2026-08-07SoftBank Group Q1 FY2026 results (quarter ended June 2026)
- 2026-08-05Eaton Q2 2026 results
- 2026-08-05Vertiv Q2 2026 earnings
- 2026-08-04Ajinomoto Q1 FY2026 results (ABF film read)
- 2026-08-04AMD Q2 2026 earnings
- 2026-07-30Entegris Q2 2026 results (guided sales $815-845M)
- 2026-07-30Quanta Services Q2 2026 results
- 2026-07-30KLA Q4 FY2026 results
- 2026-07-29SK hynix Q2 2026 results
- 2026-07-29Modine Q1 fiscal 2027 earnings (estimated late July 2026)
- 2026-07-28Microsoft FY2026 Q4 earnings (after close)
- 2026-07-28Alphabet Q2 2026 earnings
- 2026-07-27Amkor Technology Q2 2026 earnings
- 2026-07-23Samsung Electronics Q2 2026 results
- 2026-07-23Intel Q2 2026 earnings
- 2026-07-23Besi Q2 2026 results (order intake)
- 2026-07-22GE Vernova Q2 2026 results
- 2026-07-16TSMC Q2 2026 earnings
- 2026-07-16ASML Q2 2026 earnings
- 2026-07-16TSMC Q2 2026 earnings and conference call
- 2026-07-15ASML Q2 2026 results
- 2026-07-07PJM 2028/2029 Base Residual Auction closes
- 2026-07-01Commerce Section 232 datacenter-semiconductor market update due to the President
- 2026-07-01Commerce Section 232 semiconductor report to the President (data-center chip focus)
- 2026-06-24Micron FQ3 2026 results and FQ4 guide (first full HBM4-ramp quarter)