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
- 29mediumEarnings000660.KSSK hynix Q2 2026 resultsTests whether the 72%-operating-margin, sold-out-for-three-years HBM regime holds as HBM4 volume ramps and Samsung returns to the allocation table.
August 2026
- 23lowConferenceHot Chips 2026 (Stanford, Aug 23-25)Accelerator and memory-vendor sessions typically detail HBM4E/HBM5 roadmaps and packaging choices (microbump vs hybrid bonding) that frame the next qualification race and the equipment layer's repricing.
Past
- 2026-07-23Samsung Electronics Q2 2026 results
- 2026-06-24Micron FQ3 2026 results and FQ4 guide (first full HBM4-ramp quarter)