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
- 30mediumEarningsKLACKLA Q4 FY2026 resultsKLA's process-control bookings confirm whether rising AI-chip complexity is lifting metrology/inspection intensity per wafer, the adjacent near-monopoly to lithography.
August 2026
- 13mediumEarningsAMATApplied Materials fiscal Q3 2026 resultsAMAT's deposition/etch demand split tests how much of the AI 'giga-cycle' narrative is leading-edge logic and HBM packaging versus mature-node cyclicality.
October 2026
- 13lowConferenceSEMICON West 2026 (San Francisco, Oct 13-15)The premier WFE trade show where High-NA EUV adoption, advanced-packaging roadmaps and export-control posture across the litho/deposition/metrology stack are set for the next cycle.
Past
- 2026-07-15ASML Q2 2026 results