Week of 26 Oct 2026 · 77 events
26 OctMon
Data release
EIA Electric Power Monthly
EIA — US electricity generation, commercial load (where data centers sit) and planned capacity additions. Date approximate.
28 OctWed
Data release
China rare-earth export data
China Customs — Magnet and REE export volumes. Date approximate.
Week of 02 Nov 2026 · 73 events
02 NovMon
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.
04 NovWed
Data release
SIA global semiconductor sales
SIA / WSTS — Three-month moving average sales. Date approximate.
05 NovThu
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.
Week of 09 Nov 2026 · 36 events
09 NovMon
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.
10 NovTue
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.
10 NovTue
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.
11 NovWed
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.
Week of 16 Nov 2026 · 12 events
16 NovMon
Data release
Japan machine-tool orders (prelim.)
JMTBA — Automation and robotics cycle. Date approximate.
20 NovFri
Data release
Taiwan export orders
MOEA — New orders received by Taiwanese firms — leads actual shipments by one to three months. Date approximate.
Week of 23 Nov 2026 · 6 events
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.
24 NovTue
Data release
EIA Electric Power Monthly
EIA — US electricity generation, commercial load (where data centers sit) and planned capacity additions. Date approximate.
Week of 30 Nov 2026 · 11 events
30 NovMon
Data release
China rare-earth export data
China Customs — Magnet and REE export volumes. Date approximate.
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.
04 DecFri
Data release
SIA global semiconductor sales
SIA / WSTS — Three-month moving average sales. Date approximate.
Week of 07 Dec 2026 · 6 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.
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.
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.
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.
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.