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
October 2026
- 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.
March 2027
- 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.
Past
- 2026-08-04Ajinomoto Q1 FY2026 results (ABF film read)
- 2026-07-30Entegris Q2 2026 results (guided sales $815-845M)
- 2026-07-01Commerce Section 232 datacenter-semiconductor market update due to the President