| AMAT | Earnings event | At its 2026-08-13 Q3 FY26 print Applied Materials revises its CY2026 WFE growth framing upward from the current >30% or quantifies CY2026 WFE growth above 30%, AND reports revenue at least 3% above the frozen pre-print consensus snapshot, AND surfaces co-packaged-optics or silicon-photonics commentary after the Q2 FY26 transcript silence. | MISS | 2026-08-14 |
| COHR | Earnings event | At its 2026-08-12 Q4 FY26 print Coherent discloses dollar-quantified indium phosphide substrate capacity commitment or explicit InP supply-constraint language from company-primary disclosure, AND reports revenue at least 3% above the frozen pre-print consensus snapshot, AND reports non-GAAP gross margin of at least 41.0% against the 39.6% Q3 FY26 base. | PARTIAL | 2026-08-13 |
| LITE | Earnings event | Lumentum's Q2 CY2026 print discloses an AI-optics / optical-circuit-switch backlog of at least USD 600M (a step of 50%+ above the >USD 400M figure reiterated 2026-06-24) and revenue at least 4% above the frozen pre-print consensus snapshot. | MISS | 2026-08-12 |
| AEIS | Earnings event | AEIS Q2 2026 (reports 2026-08-04) prints revenue at least 3% above Street consensus AND raises its FY2026 revenue-growth target again, above the 'low to mid-20s percent' range set on 2026-05-04, with the semiconductor segment inflecting off its flat-YoY Q1 rather than data-center strength alone carrying the beat. | HIT | 2026-08-08 |
| TSEM | Earnings event | TSEM Q2 2026 (reports 2026-08-03) discloses 2027 contracted silicon-photonics revenue above the $1.3B secured as of Q1 2026, with explicit dollar quantification, AND prints revenue at least 2% above the frozen Street consensus snapshot. | MISS | 2026-08-08 |
| MKSI | Earnings event | MKSI Q2 2026 (reports 2026-08-05) discloses AI / Electronics & Packaging chemistry revenue at or above 12% of total revenue (extending the 5%-to-10% mix doubling rather than plateauing at 10%) AND prints revenue at least 2% above the frozen Street consensus snapshot. | PARTIAL | 2026-08-07 |
| VECO | Earnings event | VECO Q2 2026 (reports 2026-08-04) discloses an explicitly dollar-quantified indium-phosphide laser-manufacturing equipment order or backlog figure above the >$250M level disclosed at Q1 2026, AND prints revenue at least 3% above the frozen Street consensus snapshot. | PARTIAL | 2026-08-07 |
| GFS | Earnings event | GlobalFoundries Q2 2026 (reports 2026-08-05) discloses non-GAAP gross margin at or above 30.0% (reaching the ~30% exit-2026 waypoint of its own Investor Day margin trajectory two quarters early rather than on schedule) AND prints revenue at least 2% above the frozen Street consensus snapshot. | MISS | 2026-08-07 |
| AMD | Earnings event | AMD Q2 fiscal 2026 (reports 2026-08-04) prints revenue >= $11.2B (the high end of the prior guide), with Q3 sequential acceleration commentary tied to MI350P PCIe shipping volumes + Meta MI450 1 GW cluster ramp. | HIT | 2026-08-05 |
| ICHR | Earnings event | ICHR Q2 2026 (reports 2026-08-04) prints revenue at least 2% above Street consensus AND reports revenue at or above $310M (the high end of the $290-310M guide issued 2026-05-04) rather than landing inside the range as a post-surprise re-anchoring would imply. | MISS | 2026-08-04 |