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.
Past
- 2026-07-23Intel Q2 2026 earnings
- 2026-07-16TSMC Q2 2026 earnings
- 2026-07-16ASML Q2 2026 earnings