Catalyst calendar

The repricing schedule is mostly public if you actually look at it.

July 2026

30mediumEarningsENTGEntegris Q2 2026 results (guided sales $815-845M)Entegris is the only clean US large-cap in the chokepoint; its guided Q2 2026 sales of $815-845M and the read on CMP consumables, liquid filtration and selective-etch wins at the 2nm node are the cleanest listed proxy for advanced-node materials demand. Date estimated from the late-July cadence of prior quarters.

04mediumEarningsAJNMYAjinomoto Q1 FY2026 results (ABF film read)Ajinomoto's quarterly print is the only window into the ABF film near-monopoly: pricing, mix and the >50% operating margin that is now ~20% of group profit despite ABF being ~6% of revenue. The prior-year Q1 was reported August 4, 2025, so an early-August 2026 cadence is expected; date estimated from that pattern.

13lowConferenceSEMICON West 2026 (Moscone Center, San Francisco, Oct 13-15)SEMICON West is the materials/equipment industry's main venue; substrate, photoresist (incl. EUV/High-NA), wafer and CMP/filtration suppliers (Fujifilm, Entegris, Merck/EMD) use it to signal capacity, qualification wins and AI-driven demand. It is a recurring data point for the entire substrates/materials layer.

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.

2026-07-01Commerce Section 232 datacenter-semiconductor market update due to the President