Catalyst
Catalyst calendar
Dated events that could move the AI and semiconductor stack over the next 60 days, each with a source and a Confirmed, Reported or Expected label.
Back to Catalyst| Date | Event | Stack step | Why it matters | Source and source date | Status |
|---|---|---|---|---|---|
| TSMC third-quarter 2026 results and earnings conference, 14:00 Taiwan time | Semiconductors | TSMC makes and packages the AI accelerators that HBM sits beside, so its outlook is the demand check on the step next to memory. | TSMC Investor Relations, financial results page (conference notice), checked 11 Oct 2026 | Confirmed | |
| SK hynix third-quarter 2026 results | Memory / HBM | Its HBM numbers are the main cross-check on Samsung's reported share gains. | Third-party earnings calendars; no company notice seen, as of 9 Oct 2026 | Expected | |
| Samsung Electronics full third-quarter 2026 results and call, 10:00 Korea time | Memory / HBM | First split of the 107.4 trillion won preliminary operating profit between memory, foundry and devices, plus any HBM4 customer detail. | Samsung Global Newsroom, earnings guidance notice, 8 Oct 2026 | Confirmed | |
| Trial of Super Micro co-founder Wally Liaw opens, SDNY (United States v. Liaw et al., 1:26-cr-00100) | AI Data Centers | Testimony could show how AI server orders were approved and whether end-user checks on Southeast Asian buyers get costlier. | Tom's Hardware, citing Bloomberg, 10 Oct 2026 | Reported |
Dates move. Each row links to its Catalyst article once the event has happened. This calendar lists events, not trading calls; it gives no buy or sell view.