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
July 2026
- 28mediumEarningsGOOGLAlphabet Q2 2026 earningsSets the next capex guide and Google Cloud/TPU trajectory — the cleanest read on how fast a hyperscaler is internalizing the accelerator choke away from merchant GPUs.
August 2026
- 04mediumEarningsAMDAMD Q2 2026 earningsFirst print to test the MI450/Helios ramp narrative and disclosed data-center revenue against the OpenAI and Meta gigawatt commitments that underpin the bull case.
- 26mediumEarningsNVDANVIDIA Q2 FY2027 earningsThe sector's master demand signal: data-center and networking growth and Vera Rubin commentary set expectations for every downstream chokepoint that NVDA's volume feeds.
September 2026
- 03mediumEarningsAVGOBroadcom Q3 FY2026 earningsTests the guided ~$16B AI quarter and any new XPU customer disclosure — the key gauge of how fast custom ASICs are taking accelerator share from merchant GPUs.
Past
- 2026-07-01Commerce Section 232 semiconductor report to the President (data-center chip focus)