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AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$166.2−4.34%TSM$405.5−1.90%SK hynix₩1,254,000−1.80%Samsung Electronics₩208,000+0.97%MU$798.4−1.59%ASML$1,497.1−2.43%AVGO$364.4+5.54%LITE$624.6−3.61%COHR$232.1−1.04%ANET$206.6+5.06%GEV$818.5+1.27%ETN$359.0−0.44%VRT$209.6+1.52%CEG$282.4+2.79%VST$134.5+0.79%PWR$606.2−0.29%HD Hyundai Electric₩421,000+3.95%MP$37.45+1.96%FCX$60.45−2.69%CCJ$71.78−3.42%MSFT$523.0+0.36%META$623.6−0.82%CRWD$229.9+0.35%SMH$501.7−1.03%SPY$757.1−0.35%
Catalysts

Calendar: earnings and data releases — next 90 days.

149 dated events: earnings for every covered name plus the recurring data releases that read through to each bottleneck. Updated automatically every day.

EarningsData release (approx. date)

Week of 09 Nov 2026 · 10 events

12 NovThu
Earnings
Applied Materials (AMAT)
Fab tools
12 NovThu
Earnings
Cisco Systems (CSCO)
Networking
12 NovThu
Earnings
Siemens (SIE.DE)
Automation
12 NovThu
Earnings
Absci (ABSI)
Drug discovery
12 NovThu
Earnings
Nebius Group (NBIS)
Hyperscalers
13 NovFri
Earnings
Nabtesco (6268.T)
Reducers
13 NovFri
Earnings
THK (6481.T)
Bearings

Week of 16 Nov 2026 · 11 events

16 NovMon
Earnings
Red Cat Holdings (RCAT)
Drones
16 NovMon
Earnings
XPeng (XPEV)
Humanoids
16 NovMon
Data release
Japan machine-tool orders (prelim.) JMTBA — Automation and robotics cycle. Date approximate.
Servos
17 NovTue
Earnings
Elbit Systems (ESLT)
Drones
17 NovTue
Earnings
NVIDIA (NVDA)
Accelerators
17 NovTue
Earnings
SQM (SQM)
Battery materials
18 NovWed
Earnings
Pony AI (PONY)
Autonomy
18 NovWed
Earnings
Palo Alto Networks (PANW)
Cyber
19 NovThu
Earnings
NKT (NKT.CO)
HV cable
20 NovFri
Data release
Taiwan export orders MOEA — New orders received by Taiwanese firms — leads actual shipments by one to three months. Date approximate.
Racks

Week of 23 Nov 2026 · 7 events

23 NovMon
Earnings
Fluence Energy (FLNC)
Storage
23 NovMon
Earnings
Symbotic (SYM)
Humanoids
23 NovMon
Data release
Korea 20-day exports KCS — Preliminary customs count released mid-month — an early read on the month before the official number. Date approximate.
Memory
24 NovTue
Earnings
Xiaomi (1810.HK)
Humanoids
24 NovTue
Earnings
Ambarella (AMBA)
Edge compute
24 NovTue
Earnings
Dell Technologies (DELL)
Racks
24 NovTue
Data release
EIA Electric Power Monthly EIA — US electricity generation, commercial load (where data centers sit) and planned capacity additions. Date approximate.
Interconnect

Week of 30 Nov 2026 · 12 events

30 NovMon
Data release
China rare-earth export data China Customs — Magnet and REE export volumes. Date approximate.
Magnets
01 DecTue
Earnings
Credo Technology (CRDO)
Networking
01 DecTue
Earnings
CrowdStrike (CRWD)
Cyber
01 DecTue
Earnings
MongoDB (MDB)
AI software
01 DecTue
Earnings
Okta (OKTA)
Cyber
01 DecTue
Data release
Korea monthly exports (incl. semiconductors) MOTIR — Total value of chips shipped out of Korea. About two-thirds is memory, so it moves with HBM and DRAM pricing. Date approximate.
Memory
02 DecWed
Earnings
AeroVironment (AVAV)
Drones
02 DecWed
Earnings
Snowflake (SNOW)
AI software
02 DecWed
Earnings
Zscaler (ZS)
Cyber
03 DecThu
Earnings
SentinelOne (S)
Cyber
04 DecFri
Data release
SIA global semiconductor sales SIA / WSTS — Three-month moving average sales. Date approximate.
Accelerators

Week of 07 Dec 2026 · 9 events

07 DecMon
Data release
Hon Hai (Foxconn) monthly sales Hon Hai — Hon Hai (Foxconn), Quanta and Wistron assemble most NVIDIA GB200/GB300 racks — in Taiwan, Mexico (Guadalajara) and Texas. Date approximate.
Racks
08 DecTue
Earnings
Uranium Energy (UEC)
Fuel cycle
08 DecTue
Data release
Taiwan monthly exports Ministry of Finance — Most AI servers bound for US data centers leave from Taiwan. ICT exports to the US track rack shipments. Date approximate.
Racks
09 DecWed
Earnings
Broadcom (AVGO)
Accelerators
10 DecThu
Earnings
Ciena (CIEN)
Optics
10 DecThu
Earnings
Planet Labs (PL)
Satellites
10 DecThu
Data release
TSMC monthly revenue TSMC — TSMC makes nearly all leading-edge AI chips. Its monthly sales are the fastest read on AI chip output. Date approximate.
Foundry
10 DecThu
Data release
Quanta / Wistron / ASE monthly sales TWSE — Hon Hai (Foxconn), Quanta and Wistron assemble most NVIDIA GB200/GB300 racks — in Taiwan, Mexico (Guadalajara) and Texas. Date approximate.
Racks
11 DecFri
Data release
Korea 10-day exports KCS — Preliminary customs count released mid-month — an early read on the month before the official number. Date approximate.
Memory

Week of 14 Dec 2026 · 2 events

14 DecMon
Earnings
Oracle (ORCL)
Hyperscalers
14 DecMon
Data release
Japan machine-tool orders (prelim.) JMTBA — Automation and robotics cycle. Date approximate.
Servos

Week of 21 Dec 2026 · 4 events

21 DecMon
Data release
Korea 20-day exports KCS — Preliminary customs count released mid-month — an early read on the month before the official number. Date approximate.
Memory
21 DecMon
Data release
Taiwan export orders MOEA — New orders received by Taiwanese firms — leads actual shipments by one to three months. Date approximate.
Racks
23 DecWed
Earnings
Micron Technology (MU)
Memory
24 DecThu
Data release
EIA Electric Power Monthly EIA — US electricity generation, commercial load (where data centers sit) and planned capacity additions. Date approximate.
Interconnect

Week of 28 Dec 2026 · 2 events

28 DecMon
Data release
China rare-earth export data China Customs — Magnet and REE export volumes. Date approximate.
Magnets
01 JanFri
Data release
Korea monthly exports (incl. semiconductors) MOTIR — Total value of chips shipped out of Korea. About two-thirds is memory, so it moves with HBM and DRAM pricing. Date approximate.
Memory

Week of 04 Jan 2027 · 4 events

04 JanMon
Data release
SIA global semiconductor sales SIA / WSTS — Three-month moving average sales. Date approximate.
Accelerators
05 JanTue
Data release
Hon Hai (Foxconn) monthly sales Hon Hai — Hon Hai (Foxconn), Quanta and Wistron assemble most NVIDIA GB200/GB300 racks — in Taiwan, Mexico (Guadalajara) and Texas. Date approximate.
Racks
06 JanWed
Earnings
Applied Digital (APLD)
Shells
08 JanFri
Data release
Taiwan monthly exports Ministry of Finance — Most AI servers bound for US data centers leave from Taiwan. ICT exports to the US track rack shipments. Date approximate.
Racks

Week of 11 Jan 2027 · 5 events

11 JanMon
Data release
Korea 10-day exports KCS — Preliminary customs count released mid-month — an early read on the month before the official number. Date approximate.
Memory
11 JanMon
Data release
TSMC monthly revenue TSMC — TSMC makes nearly all leading-edge AI chips. Its monthly sales are the fastest read on AI chip output. Date approximate.
Foundry
11 JanMon
Data release
Quanta / Wistron / ASE monthly sales TWSE — Hon Hai (Foxconn), Quanta and Wistron assemble most NVIDIA GB200/GB300 racks — in Taiwan, Mexico (Guadalajara) and Texas. Date approximate.
Racks
14 JanThu
Earnings
Taiwan Semiconductor (TSM)
Foundry
14 JanThu
Data release
Japan machine-tool orders (prelim.) JMTBA — Automation and robotics cycle. Date approximate.
Servos

Week of 18 Jan 2027 · 5 events

20 JanWed
Data release
Taiwan export orders MOEA — New orders received by Taiwanese firms — leads actual shipments by one to three months. Date approximate.
Racks
21 JanThu
Earnings
Freeport-McMoRan (FCX)
Copper
21 JanThu
Data release
Korea 20-day exports KCS — Preliminary customs count released mid-month — an early read on the month before the official number. Date approximate.
Memory

Week of 25 Jan 2027 · 41 events

25 JanMon
Data release
EIA Electric Power Monthly EIA — US electricity generation, commercial load (where data centers sit) and planned capacity additions. Date approximate.
Interconnect
26 JanTue
Earnings
Corning (GLW)
Fiber
26 JanTue
Earnings
Lockheed Martin (LMT)
Launch
26 JanTue
Earnings
Northrop Grumman (NOC)
Launch
26 JanTue
Earnings
Southern Copper (SCCO)
Copper
26 JanTue
Earnings
Seagate Technology (STX)
Storage
27 JanWed
Earnings
SK hynix (000660.KS)
Memory
27 JanWed
Earnings
Advantest (6857.T)
Test
27 JanWed
Earnings
Amphenol (APH)
Fiber
27 JanWed
Earnings
ASML Holding (ASML)
Lithography
27 JanWed
Earnings
Celestica (CLS)
Racks
27 JanWed
Earnings
GE Vernova (GEV)
Turbines
27 JanWed
Earnings
IBM (IBM)
Quantum
27 JanWed
Earnings
Kinder Morgan (KMI)
Gas
27 JanWed
Earnings
Lam Research (LRCX)
Fab tools
27 JanWed
Earnings
NextEra Energy (NEE)
Interconnect
27 JanWed
Earnings
Teradyne (TER)
Test
27 JanWed
Earnings
Tesla (TSLA)
Storage
27 JanWed
Earnings
Meta Platforms (META)
Hyperscalers
27 JanWed
Earnings
Microsoft (MSFT)
Hyperscalers
27 JanWed
Earnings
ServiceNow (NOW)
AI software
28 JanThu
Earnings
Hitachi (6501.T)
Transformers
28 JanThu
Earnings
Keyence (6861.T)
Sensing
28 JanThu
Earnings
Caterpillar (CAT)
Turbines
28 JanThu
Earnings
Honeywell (HON)
Quantum
28 JanThu
Earnings
Intel (INTC)
Foundry
28 JanThu
Earnings
KLA (KLAC)
Fab tools
28 JanThu
Earnings
Mobileye (MBLY)
Autonomy
28 JanThu
Earnings
Trane Technologies (TT)
Cooling
28 JanThu
Earnings
Apple (AAPL)
AI devices
28 JanThu
Earnings
Kioxia (285A.T)
Storage
28 JanThu
Earnings
STMicroelectronics (STM)
SiC / GaN
28 JanThu
Earnings
Western Digital (WDC)
Storage
28 JanThu
Data release
China rare-earth export data China Customs — Magnet and REE export volumes. Date approximate.
Magnets
29 JanFri
Earnings
Lasertec (6920.T)
Lithography
29 JanFri
Earnings
Air Products (APD)
Gases

Week of 01 Feb 2027 · 29 events

01 FebMon
Earnings
Aptiv (APTV)
Autonomy
01 FebMon
Earnings
Fabrinet (FN)
Optics
01 FebMon
Data release
Korea monthly exports (incl. semiconductors) MOTIR — Total value of chips shipped out of Korea. About two-thirds is memory, so it moves with HBM and DRAM pricing. Date approximate.
Memory
02 FebTue
Earnings
Emerson Electric (EMR)
Automation
02 FebTue
Earnings
Eaton (ETN)
Transformers
02 FebTue
Earnings
Lumentum (LITE)
Lasers
02 FebTue
Earnings
Super Micro Computer (SMCI)
Racks
03 FebWed
Earnings
Arm Holdings (ARM)
Accelerators
03 FebWed
Earnings
Coherent (COHR)
Lasers
03 FebWed
Earnings
Modine Manufacturing (MOD)
Cooling
03 FebWed
Earnings
Qualcomm (QCOM)
Edge compute
03 FebWed
Earnings
Timken (TKR)
Bearings
03 FebWed
Earnings
Uber Technologies (UBER)
Autonomy
04 FebThu
Earnings
Ajinomoto (2802.T)
Substrates
04 FebThu
Earnings
Nippon Sanso (4091.T)
Gases
04 FebThu
Earnings
Sony Group (6758.T)
Sensing
04 FebThu
Earnings
Cummins (CMI)
Onsite
04 FebThu
Earnings
IREN (IREN)
Shells
04 FebThu
Earnings
Rockwell Automation (ROK)
Servos
04 FebThu
Earnings
SKF (SKF-B.ST)
Bearings
04 FebThu
Earnings
Viasat (VSAT)
Satellites
04 FebThu
Data release
SIA global semiconductor sales SIA / WSTS — Three-month moving average sales. Date approximate.
Accelerators
05 FebFri
Earnings
Taiyo Yuden (6976.T)
MLCC
05 FebFri
Data release
Hon Hai (Foxconn) monthly sales Hon Hai — Hon Hai (Foxconn), Quanta and Wistron assemble most NVIDIA GB200/GB300 racks — in Taiwan, Mexico (Guadalajara) and Texas. Date approximate.
Racks

Week of 08 Feb 2027 · 8 events

08 FebMon
Data release
Taiwan monthly exports Ministry of Finance — Most AI servers bound for US data centers leave from Taiwan. ICT exports to the US track rack shipments. Date approximate.
Racks
09 FebTue
Earnings
Fujikura (5803.T)
Fiber
10 FebWed
Earnings
SUMCO (3436.T)
Wafers
10 FebWed
Data release
TSMC monthly revenue TSMC — TSMC makes nearly all leading-edge AI chips. Its monthly sales are the fastest read on AI chip output. Date approximate.
Foundry
10 FebWed
Data release
Quanta / Wistron / ASE monthly sales TWSE — Hon Hai (Foxconn), Quanta and Wistron assemble most NVIDIA GB200/GB300 racks — in Taiwan, Mexico (Guadalajara) and Texas. Date approximate.
Racks

Earnings dates come from public calendars and may be estimates. Recurring release dates follow historical cadence and roll forward from weekends; confirm with the source.