Chips & SaaS
@ChipsSaas
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Semiconductors and Cloud. Love tech. Strong believer in 'Costanza Theory.' No advice given. Roll like Thunder.
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@oldbooksguy
You could replace the word Barbarian with Communist and it is exactly true as well.
9
6
115
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
4/9 $AEHR $SGH
4/17 Pre-mkt $ASML
4/18 Pre-mkt $TSM
4/22 $CDNS
4/23 $TXN
4/24 $APH $LRCX $MXL $PI
4/25 $INTC $KLAC
Pre-mkt $STM
4/26 Pre-mkt $AVTR
4/29 $NXPI
4/30 Pre-mkt $APD
5/1 $QCOM
5/2 $AAPL
3
14
50
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
2024
1/18 Pre-mkt $TSM
1/23 $TXN
1/24 $APH $LRCX
Pre-mkt $ASML
1/25 $DOW $INTC $KLAC $WDC
Pre-mkt $MBLY $STM
1/30 Pre-mkt $CAJ
1/31 Pre-mkt $SSNLF Samsung
2/1 $AAPL $MCHP
Pre-mkt $ALGM $ASX
5
6
44
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
4/17 Pre-mkt $ASML
4/18 Pre-mkt $TSM
4/22 $CDNS
4/23 $TXN
4/24 $APH $LRCX $MXL $PI $TER
Pre-mkt $SLAB
4/25 $INTC $KLAC
Pre-mkt $MBLY $STM SKhynix
4/26 Pre-mkt $AVTR
4/29 $AMKR $NXPI $RMBS
Pre-mkt $ON
1
9
33
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
7/13 $AEHR
7/19 Pre-mkt $ASML
7/20 Pre-mkt $TSM
7/24 $CDNS $NXPI
7/25 $TXN
7/26 $APH $LRCX $PI
7/27 $INTC $KLAC $UCTT
Pre-mkt $ASX $CAJ $STM
7/28 Pre-mkt $AVTR
8/2 $SITM
8/3 $AAPL $APD
1
10
32
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
2/12 M: $CDNS $LSCC
2/13 T: $ENTG $SITM
Pre-mkt $GFS $IPGP
2/14 W: $VECO
Pre-mkt $AVTR $SONY $TSEM
2/15 Tr: $AMAT $COHU
Pre-mkt $NVMI
2/20 $KEYS
Pre-mkt $CAMT
2/21 $ANSS $NVDA $SNPS $UCTT
Pre-mkt $ADI
1
7
28
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
4/22 $CDNS
4/23 $TXN
4/24 $APH $LRCX $MXL $PI $TER
Pre-mkt $SLAB
4/25 $INTC $KLAC $WDC
PreMkt $MBLY $STM
4/26 PreMkt $AVTR
4/29 $AMKR $LSCC $NXPI $RMBS $ST
PreMkt $ON
4/30 $AMD $SWKS
PreMkt $APD
3
5
29
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
2/5 $AMKR $COHR $NXPI $RMBS
Pre-mkt $APD $ON
2/6 $ACLS $AEIS $AOSL $CRUS $DIOD $ICHR $SIMO
Pre-mkt $HIMX $LIN $ST
2/7 $ACLS $ARM $FORM $MKSI $MPWR
Pre-mkt $SLAB $VSH
2/8 $ONTO $PI $POWI $SYNA
1
2
28
Boom:
According to gold's 20-month leading indication, oil prices still have about 2-3 weeks until they are due to bottom.
7
74
214
0
8
28
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
7/19 Pre-mkt $ASML
7/20 Pre-mkt $TSM
7/24 $CDNS $NXPI
7/25 $TXN Pre-mkt $ST
7/26 $APH $LRCX $MXL $PI $TER $TSEM
Pre-mkt $SLAB $UMC
7/27 $INTC $KLAC $UCTT
Pre-mkt $ASX $CAJ $STM Samsung
2
9
26
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
10/18 $LRCX
PreMkt $ASML
10/19 PreMkt $TSM
10/23 $CDNS $MXL
10/24 $TXN
10/25 $APH $KLAC $PI $UCTT
10/26 $INTC
PreMkt $ASX $CAJ $STM
10/27 PreMkt $AVTR
10/30 $AMKR $LSCC $MPWR $RMBS $WOLF
PreMkt $ON
1
6
26
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
2024
1/9 $AEHR $SGH
1/18 Pre-mkt $TSM
1/23 $TXN
1/24 $APH $LRCX
Pre-mkt $ASML
1/25 $DOW $INTC $KLAC
Pre-mkt $STM
2/1 $AAPL
2/5 $NXPI
Pre-mkt $APD
2/6 $SIMO
2/12 $CDNS
2/14 Pre-mkt $SONY
2/21 $NVDA
1
7
23
Upcoming
#Semiconductor
EVENTS $SMH $SOX
2/2
9/19-20 $INTC Intel Innovation
9/26 $ASM.AS Investor Day
10/4 $GOOGL Made By Google Event
10/5 Samsung LSI Tech Day
10/17-19 OCP Global Summit 2023
10/20 Samsung Memory Tech Day
11/12-17 Supercomputing 2023
0
4
21
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/3
11/20 Monday $KEYS
11/21 Tuesday $ADSK $NVDA
Pre-mkt $ADI
11/29 $CRDO $SNPS
11/30 $AMBA $MRVL
12/7 $AVGO
12/20 $MU
1
4
21
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
2023
1/3 $SGH
1/5 $AEHR
1/10 $TSM December Sales
1/25 $APH Pre-mkt $ASML $SOI.PA
1/30 $NXPI
2/2 Pre-mkt $ATS.VI
2/7 Pre-mkt $NOD.OL
2/22 $NVDA
Pre-mkt $BESI.AS
2/24 Pre-mkt $BAS.DE
2/28 Pre-mkt $ASM.AS
1
3
20
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
7/31 $AMKR $LSCC $MPWR $RMBS $WDC
Pre-mkt $CAMT $ON
8/1 $ALGM $AMD $IPGP
8/2 $ACLS $ANSS $FORM $MKSI $MRAM $QCOM $QRVO $SITM
8/3 $AAPL $AAOI $AEIS $AIP $APD $CRUS $MCHP $OLED $POWI $SYNA
PreMk $COHU $ENTG $MTSI
1
6
18
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
8/24 Wednesday $ADSK $NVDA
Pre-mkt $IIVI
8/25 Thursday $MRVL
8/30 $AMBA
8/31 $SMTC
9/1 $AVGO
2
3
18
UPDATE
#Semiconductor
EVENTS $SMH $SOX
9/12 $AAPL Event
#iPhone15
9/12-14
#AI
Hardware & EDGE AI Summit
9/19-20 $INTC Intel Innovation
9/26 $ASM.AS Investor Day
10/4 $GOOGL Made By Google
10/17-19 OPC Project Global Summit
10/20 Samsung Memory Day
11/12-17 Supercomputing 2023
1
9
19
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
7/12 $NOD.OL
7/14 Pre-mkt $TSM
7/20 Pre-mkt $ASMIY $ASML
7/21 Pre-mkt $BESI.AS
7/25 $CDNS $NXPI
7/26 $TXN
Pre-mkt $SOI.PA
7/27 $APH $LRCX $MXL $QCOM
Pre-mkt $BAS.DE $UMC
1
6
19
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
2022
1/13 Pre-mkt $TSM
1/19 Pre-mkt $ASML
1/24 $IBM
1/25 Pre-mkt $UMC
1/26 $INTC
1/31 Pre-mkt $NXPI
2/2 $QCOM
2/3 Pre-mkt $IFNNY
2/18 $AMAT
Pre-mkt $BESIY
1
3
16
The Big Week for Big Tech:
New All-Time WEEKLY Closing Highs: $AAPL $ADBE $AMZN $FB $FDN $GOOGL $MSFT $NVDA $SMH
Big Momma:
2
8
17
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
2024
1/23 $TXN
1/24 $APH $LRCX
Pre-mkt $ASML
1/25 $DOW $INTC $KLAC $WDC
Pre-mkt $MBLY $STM
1/30 $AMD $SWKS $TER
Pre-mkt $CAJ
1/31 $KLIC $MXL $QCOM $QRVO $WOLF
Pre-mkt $AVT $SLAB $SSNLF Samsung
1
4
16
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
10/13 Pre-mkt $TSM
10/19 $LRCX
Pre-mkt $ASML
10/20 Pre-mkt $BESI.AS $NOD.OL
10/24 $CDNS
10/25 $MXL $TXN
Pre-mkt $ASM.AS
10/26 $APH $FORM $UCTT
Pre-mkt $BAS.DE $SOI.PA $UMC
10/27 $AAPL $INTC $ONTO
2
4
17
Arm IPO lockup ends today. 930 million of the 1.03 billion shares outstanding can now trade freely. Price discovery incoming. $ARM
1
2
6
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
3/5 Tuesday: $AEVA
3/7 Thursday: $AVGO $MRVL
Pre-mkt $SQNS
3/20 $MU
1
3
17
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/6
4/24 $CDNS
4/25 $DOW $TXN
Pre-mkt $ST
4/26 $APH $KLAC $MXL $TER $UCTT $WOLF
Pre-mkt $CAJ $SLAB $UMC Hynix
4/27 $INTC
Pre-mkt $ASX $STM $RNECY Samsung
5/1 $AMKR $LSCC $NXPI $RMBS
Pre-mkt $ON
5/2 $AMD
1
7
16
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/6 (avalanche)
10/19 $LRCX
Pre-mkt $ASML
10/20 Pre-mkt $BESI.AS $NOD.OL
10/24 $CDNS
10/25 $MXL $TXN
Pre-mkt $ASM.AS
10/26 $APH $AVT $FORM $KLAC $UCTT $WOLF
Pre-mkt $BAS.DE $SLAB $SOI.PA $UMC
1
6
15
#Semiconductor
EVENTS $SMH $SOX
2/4
9/7 $AAPL Event
9/8 $TSM August Sales
$POWI Analyst Day
9/14-9/16 Semicon Taiwan
9/19-22 $NVDA GTC Conference
9/22 $QCOM Auto Investor Day
9/27 $BAS.DE Investor Day
9/27-28 $INTC Intel Innovation
9/30 $TSLA AI Day
2
8
16
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/3
9/29 $MU
10/4 $SGH
10/6 $AEHR
10/19 Pre-mkt $ASML
10/20 Pre-mkt $BESI.AS $NOD.OL
10/25 Pre-mkt $ASM.AS
10/26 $APH
Pre-mkt $BAS.DE $SOI.PA
10/31 $NXPI
11/3 Pre-mkt $ATS.VI
11/16 $NVDA
1
6
14
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
6/28 $MU
7/19 Pre-mkt $ASML
7/24 $NXPI
7/26 $APH
7/27 Pre-mkt $CAJ
8/9 Pre-mkt $SONY
1
5
15
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
4/9 $AEHR $SGH
4/17 Pre-mkt $ASML
4/18 Pre-mkt $TSM
4/24 $APH
4/29 $NXPI
4/30 Pre-mkt $APD
5/1 $QCOM
5/22 $NVDA
6/12 $AVGO
1
6
16
Upcoming
#Semiconductor
EVENTS $SMH $SOX:
1/2
9/29 $ASML Investor Day 2021
10/5 $IFNNY Infineon IFX Day
10/6 $MRVL Investor Day 2021
10/6-7 Scale AI Transform X
10/6-8 $SSNLF Samsung Foundry Forum
10/26-27 $TSM TSMC Open Innovation Platform Ecosystem Forum
1
2
14
Upcoming
#Semiconductor
EVENTS $SMH $SOX
4/4
2024
1/9-12 CES 2024 Las Vegas
1/10 $TSM Monthly, Q4, FY2023 Revenue
1/10 MediaTek Monthly, Q4, FY2023 Revenue
2/26-29 MWC Barcelona 2024
3/18 $NVDA Nvidia GTC 2024
5/20-23 $DELL Tech World
2
4
15
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/6
4/29 M: $AMKR $LSCC $NXPI $RMBS $ST
Pre-mkt $ON
4/30 T: $AMD $SWKS
Pre-mkt $APD $IPGP Samsung
5/1 W: $ACLS $AEIS $ANSS $FORM $KLIC $MPWR $MRAM $QCOM $QRVO $WOLF
Pre-mkt $AVT $ENTG
1
3
14
@Hedgeye
@KeithMcCullough
Great timing. $TSM earnings overnight, particularly Q1 outlook, will bring down semis. Semis will take down tech.
1
1
13
Upcoming
#Semiconductor
Earnings $SMH $SOX:
(After NYSE close unless noted)
6/30 Wednesday: $MU
7/9 $TSM and $UMC June Revenue and 2Q revenue
7/9 Pre-mkt Nanya
7/15 Pre-mkt $TSM
7/21 Pre-mkt $ASML
7/28 $QCOM $APH (1pm EST) Pre-mkt $UMC
8/19 $AMAT
0
3
14
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
2024
1/9 $SGH
1/18 Pre-mkt $TSM
1/24 $APH
Pre-mkt $ASML
1/25 $DOW
1/30 Pre-mkt $CAJ
2/14 Pre-mkt $SONY
2/21 $NVDA
2
3
14
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
2/20 Tue: $KEYS
Pre-mkt $CAMT
2/21 Wed: $ANSS $NVDA $SNPS $UCTT
Pre-mkt $ADI
2/22 Thu: $AAOI $ALTR $INDI $OLED
2/27 $AMBA $CRDO
2/28 $MRAM $MX
Pre-mkt $VLN
2/29 $ADSK $NVTS
3/5 $AEVA
3/7 $AVGO $MRVL
1
3
13
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
10/12 $SGH
10/18 $LRCX
PreMkt $ASML
10/19 PreMkt $TSM
10/23 $CDNS
10/24 $TXN
10/25 $APH $KLAC $PI $UCTT
10/26 $INTC
PreMkt $ASX $CAJ $STM
11/1 $QCOM $SIMO $SITM
11/2 $AAPL
11/6 $NXPI
11/7 PreMkt $GFS
1
5
14
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/3
11/13 M Pre-mkt $TSEM
11/14 T Pre-mkt $CAMT
11/15 W $KLIC
11/16 Th $AMAT
11/20 $KEYS
11/21 $ADSK $NVDA
Pre-mkt $ADI
11/29 $CRDO $SNPS
11/30 $MRVL
12/7 $AVGO
1
2
13
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
4/14 Pre-mkt $TSM
4/20 $LRCX
Pre-mkt $ASML $ASM.AS
4/26 $TXN
4/27 $APH $FORM $MXL $PTC $QCOM $SLAB
Pre-mkt $SOI.PA $STM $UMC
4/28 $AAPL $INTC $KLAC $WDC
Pre-mkt $ASX $LSRCF Samsung $SSNLF
1
5
12
#Semiconductor
EVENTS $SMH $SOX
2/2
8/31 $ON Tech Day
9/19-22 $NVDA GTC Conference
9/22 $QCOM Auto Investor Day
9/27 $BAS.DE Investor Day
9/27-28 $INTC Intel Innovation
10/3 Samsung Foundry Forum
10/4 Samsung SAFE
10/5 Samsung System LSI & Memory Day
11/11 $ASML Investor Day
0
3
12
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
4/20 $LRCX
PreMkt $ASML $ASM.AS
4/26 $TXN
PreMkt $ENTG
4/27 $APH $AVT $FORM $MXL $PTC $QCOM $SLAB $UCTT
PreMkt $MKSI $SOI.PA $STM $UMC
4/28 $AAPL $INTC $KLAC $POWI $WDC
PreMkt $ASX $MTSI Samsung
1
3
12
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
5/25 Wednesday $NVDA
5/26 Thursday $ADSK $MRVL
5/31 $AMBA
6/1 $SMTC
6/2 $AVGO
1
3
12
Upcoming
#Semiconductor
EVENTS $SMH $SOX:
2/2
10/27-28 $INTC Intel Innovation
11/3 $KLAC Annual Shareholders Meeting
11/8 $MCHP Analyst and Investor Day
11/9 $AVGO Software Investor Day
11/16 $QCOM Investor Day
11/17 $CREE Investor Day
11/18 $INTC Investor Meeting
2
2
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
3/28 $SMTC
4/9 $AEHR $SGH
4/17 Pre-mkt $ASML
4/29 $NXPI
6/12 $AVGO
1
1
5
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
1/30 $AMD $SWKS $TER
1/31 $KLIC $MXL $QCOM $QRVO $WOLF
Pre-mkt $AVT $SLAB $SSNLF
2/1 $AAPL $MCHP
Pre- $ALGM $ASX $MTSI
2/5 $AMKR $COHR $NXPI $RMBS
Pre- $APD $ON
1
2
10
@SullyCNBC
Easy fix: Get it right the first time.
Why would you ever do a news report without having your facts down cold?
1
0
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
12/20 Monday $MU
2022
1/13 Pre-mkt $TSM
1/19 Pre-mkt $ASML
1/24 $IBM
1/25 Pre-mkt $UMC
1/26 $INTC
1/31 Pre-mkt $NXPI
2/3 Pre-mkt $IFNNY
2/18 $AMAT
Pre-mkt $BESIY
1
2
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
1/16 Pre-mkt $UMC
1/24 $TXN
1/25 $APH $LRCX $TER
Pre-mkt $ASML
1/26 $INTC $KLAC
Pre-mkt $STM
1/30 $NXPI
Pre-mkt $CAJ
1/31 $AMD $WDC
Pre-mkt Samsung $SSNLF $ST
1
3
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/3 $SGH
1/5 $AEHR
1/10 $TSM Q4 Sales
1/12 Pre-mkt $TSM
1/25 $APH
PreMkt $ASML $SOI.PA
1/30 $NXPI
2/2 PreMkt $ATS.VI
2/7 PreMkt $NOD.OL
2/22 $NVDA
PreMkt $BESI.AS
2/24 PreMkt $BAS.DE
2/28 PreMkt $ASM.AS
2
2
12
@SRoach_econ
Are you a member of the CCP? Or at least be honest and say how much they're paying you, and in cash or investments.
2
1
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
11/6 M: $ADEA $AOSL $COHR $ICHR $NXPI $VECO
11/7 T: $AIP $APD $POWI
Pre-mkt $APD $GFS
11/8 W: $AEVA $ARM $DIOD $SKYT
Pre-mkt $VSH
11/9 Th: $AAOI $INDI $NVTS $ONTO $SYNA
Pre-mkt $HIMX $MTSI $NVMI $SONY
2
3
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
1/24 Mon $IBM
1/25 Tue $TXN
Pre-mkt $UMC
1/26 Wed $AVT $INTC $LRCX $SIMO $TER $WOLF $XLNX
1/27 Thr $AAPL $KLAC $WDC
PreMkt $MKSI $MTSI $SSNLF $STM
1/31 $CRUS
PreMkt $NXPI
2/1 $AMD PreMkt $ENTG
1
5
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
5/1 $AMKR $LSCC $NXPI $RMBS
Pre-mkt $ON
5/2 $AMD
Pre-mkt $DD $IPGP
5/3 $ACLS $AEIS $AVT $FORM $KLIC $MKSI $MX $OLED $QCOM $QRVO $SITM $SYNA
Pre-mkt $SQNS
5/4 Pre-mkt $MTSI
1
2
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
5/15 $NVTS $TSEM
5/16 $KEYS
5/17 $SNPS
5/18 $AMAT
5/24 Pre-mkt $ADI
5/25 $ADSK $MRVL
5/30 $AMBA
6/1 $AVGO
2
3
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
7/19 Pre-mkt $ASML
7/20 Pre-mkt $TSM
7/24 $NXPI
7/26 $APH
7/27 $KLAC
Pre-mkt $ASX $CAJ
7/28 Pre-mkt $AVTR
8/9 Pre-mkt $SONY
8/23 $NVDA
1
5
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/3
5/24 Wednesday: $NVDA
Pre-mkt $ADI
5/25 Thursday: $ADSK $MRVL
5/30 $AMBA
5/31 $CRDO
6/1 $AVGO
1
3
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
9/13 Wednesday: $SMTC
9/27 $MU
1
1
10
Semiconductor Earnings $SMH $SOX
(After NYSE close unless noted)
1/6
10/24 Mon: $CDNS
10/25 Tues: $MXL $TER $TXN
Pre-mkt $ASM.AS
10/26 Wed: $APH $AVT $FORM $KLAC $UCTT $WOLF
Pre-mkt $BAS.DE $SLAB $SOI.PA $UMC
10/27 Thurs: $AAPL $INTC $MPWR $ONTO
Pre-mkt $ASX Samsung $STM $WDC
2
4
11
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/3
10/4 $SGH
10/6 $AEHR
10/13 $TSM
10/19 $LRCX
PreMkt $ASML
10/20 PreMkt $BESI.AS $NOD.OL
10/25 PreMkt $ASM.AS
10/26 $APH
PreMkt $BAS.DE $SOI.PA
10/27 $AAPL
10/31 $NXPI
11/3 PreMkt $ATS.VI
11/16 $NVDA
1
4
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/3
3/29 $MU
4/14 Pre-mkt $TSM
4/20 Pre-mkt $ASML $ASM.AS
4/27 $APH
Pre-mkt $SOI.PA
4/28 $INTC
Pre-mkt $LSRCF
4/29 Pre-mkt $BESI.AS
5/2 $NXPI
5/17 Pre-mkt $ATS.VI
5/25 $NVDA
1
4
10
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/6 $AEHR
1/13 Pre-mkt $TSM
1/19 Pre $ASML
1/25 Pre $UMC
1/26 $INTC
1/27 Pre $SHECY $SHEGF
1/31 Pre $NXPI
2/1 Pre $MRAAY
2/2 $QCOM
Pre $SONY
2/3 Pre $IFNNY
2/9 Pre $SUMCF
2/10 Pre $TOELY
2/18 $AMAT
Pre $BESIY
1
3
9
#Semiconductor
EVENTS $SMH $SOX
2/3
8/29 $AMD Ryzen Event
8/30 $TSM Tech Symposium Taiwan
8/31 $ON Tech Day
9/7 $AAPL Event
9/14-9/16 Semicon Taiwan
9/19-22 $NVDA GTC Conference
9/22 $QCOM Auto Investor Day
9/27 $BAS.DE Investor Day
9/27-28 $INTC Intel Innovation
2
2
10
Upcoming Semiconductor Earnings $SMH $SOX
(After NYSE close unless noted)
Thread 1/4
2024
1/9 $SGH
1/24 $APH
Pre-mkt $ASML
1/25 $DOW
2/14 Pre-mkt $SONY
2/21 $NVDA
#semiconductor
#semiconductors
3
6
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/6
7/24 Mon $CDNS $NXPI
7/25 Tues $TXN
Pre-mkt $ST
7/26 Weds $APH $LRCX $MXL $PI $TER $TSEM
Pre-mkt $SLAB $UMC
7/27 Thurs $INTC $KLAC $UCTT
Pre $ASX $CAJ $STM Samsung
7/28 Friday Pre-mkt $AVTR
1
5
9
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
11/29 Wednesday $CRDO $SNPS
11/30 Thursday $AMBA $MRVL
12/6 $SMTC
12/7 $AVGO
12/20 $MU
1
1
10
@SKundojjala
It was never under investment. It was low price. At TSMC, 8-inch is old tech and production lines are fully depreciated so price per chip low. New 8-inch means cost rises. Customer sees cost rise, redesigns for 12-inch as makes more sense. Automakers are cheapskates.
1
0
9
Upcoming
#Semiconductor
EVENTS $SMH $SOX:
1/2
10/5 $IFNNY Infineon IFX Day
10/6 $MRVL Investor Day 2021
10/6-7 Scale AI Transform X
10/6-8 $SSNLF Samsung Foundry Forum
10/26-27 $TSM TSMC Open Innovation Platform Ecosystem Forum
10/27-28 $INTC Intel Innovation
1
4
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
10/5 $AEHR
10/12 $SGH
10/18 $LRCX
Pre-mkt $ASML
10/19 Pre-mkt $TSM
10/25 $APH
10/26 Pre-mkt $CAJ
10/27 Pre-mkt $AVTR
11/6 $NXPI
11/9 $SONY
1
3
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
4/4 $SGH
4/19 $ASML
4/20 Pre-mkt $TSM
4/25 $DOW
4/26 $APH Pre-mkt $CAJ
4/27 Pre-mkt $ASX
5/1 $NXPI
2
3
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
8/15 $NVTS $SKYT
8/17 $KEYS $SNPS $WOLF
Pre-mkt $ADI
8/18 $AMAT
8/24 $ADSK $NVDA
Pre-mkt $IIVI
8/25 $MRVL
8/30 $AMBA
9/1 $AVGO
0
3
10
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
9/27 Wednesday $MU
10/18 $ASML
10/25 $APH
11/6 $NXPI
11/9 $SONY
2
3
9
@witeken
Let's try some truth instead. Intel has been stuck at 10nm since 2018. It only moved to 7nm, or Intel 7, by "rebranding" its 10nm. So really, it's gone nowhere since 2018 and you would have us believe it's actually doing amazing things. You really know how to pump your stocks...
3
1
8
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
3/28 Tuesday $MU
3/29 Wednesday $SMTC
3/30 Thursday $AEHR
4/4 $SGH
4/19 $ASML
4/25 $DOW
4/26 $APH
5/1 $NXPI
1
5
9
Upcoming
#Semiconductor
Earnings $SMH $SOX (After NYSE close unless noted)
1/5
10/30 $AMKR $LSCC $MPWR $RMBS $WOLF
PreMkt $ON
10/31 $IPGP
PreMkt $ST Samsung
11/1 $ACLS $ANSS $AVT $FORM $MKSI $QCOM $QRVO $SIMO $SITM
Pre $SLAB
11/2 $AAPL $COHU $CRUS $MCHP $MX $SWKS
Pre $ALGM $ENTG
2
4
9
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
3/16 $SMTC
3/29 $MU
4/20 Pre-mkt $ASML $ASM.AS
4/27 $APH
Pre-mkt $SOI.PA
4/28 $INTC Pre-mkt $LSRCF
4/29 Pre-mkt $BESI.AS
5/17 Pre-mkt $ATS.VI
5/25 $NVDA
1
4
9
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
5/16 Monday Pre-mkt $TSEM
5/17 Tuesday $KEYS
Pre-mkt $ATS.VI
5/18 Wednesday $SNPS Pre-mkt $ADI
5/19 Thursday $AMAT
5/25 $NVDA
5/26 $ADSK $MRVL
5/31 $AMBA
6/2 $AVGO
#semiconductors
1
3
9
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
12/21 Wednesday: $MU
2023
1/3 $SGH
1/10 $TSM December & Q3 Sales
1/25 Pre-mkt $ASML
1/30 $NXPI
2/7 Pre-mkt $NOD.OL
2/22 $NVDA
Pre-mkt $BESI.AS
2/24 Pre-mkt $BAS.DE
2/28 Pre-mkt $ASM.AS
1
2
9
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
2/6 Mon $AOSL $DIOD $POWI $RMBS $SWKS
Pre-mkt $ON
2/7 Tue $ICHR $SIMO
2/8 Wed $ACLS $AEIS $FORM $MPWR
Pre-mkt $COHR $VSH
2/9 Thur $ONTO
Pre-mkt $ASX $HIMX
1
2
9
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
12/21 $MU
2023
1/25 Pre-mkt $ASML
1/30 $NXPI
2/7 Pre-mkt $NOD.OL
2/22 $NVDA
Pre-mkt $BESI.AS
2/24 Pre-mkt $BAS.DE
2/28 Pre-mkt $ASM.AS
1
2
8
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
9/29 $MU
10/4 $SGH
10/19 Pre-mkt $ASML
10/20 Pre-mkt $NOD.OL
10/25 Pre-mkt $ASM.AS
10/26 $APH
Pre-mkt $BESI.AS $SOI.PA
10/31 $NXPI
11/3 Pre-mkt $ATS.VI
1
3
8
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/5
1/24 $TXN
1/25 $APH $LRCX $TER $WOLF
Pre-mkt $ASML
1/26 $INTC $KLAC
Pre-mkt $DOW $STM
1/30 $NXPI
Pre-mkt $CAJ
1/31 $AMD $WDC
Pre-mkt $ALGM Samsung $SSNLF $ST
2/1 $AVT $KLIC $MXL $QRVO $SITM
Pre-mkt $SLAB
1
3
8
@RobertGreene
You must declare unceasing war on yourself. As a warrior in life, you welcome combat and conflict as ways to prove yourself, to better your skills, to gain courage, confidence, and experience.
1
0
8
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/4
7/25 $CDNS $NXPI
7/26 $TER $TXN
Pre-mkt $SOI.PA
7/27 $APH $FORM $LRCX $MXL $PTC $QCOM
PreMkt $BAS.DE $CAMT $SLAB $UMC
7/28 $AAPL $INTC $KLAC $UCTT
PreMkt $MKSI $MTSI $STM
8/1 $AMKR $LSCC $MPWR $RMBS
PreMkt $ON
2
3
6
Upcoming
#Semiconductor
Earnings $SMH $SOX
(After NYSE close unless noted)
1/2
8/23 Wednesday $NVDA
Pre-mkt $ADI
8/24 Thursday $CRDO $MRVL
8/29 $AMBA
8/31 $AVGO
1
2
8