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 · 7 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.
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.
Week of 14 Dec 2026 · 2 events
14 DecMon
Data release
Japan machine-tool orders (prelim.)
JMTBA — Automation and robotics cycle. Date approximate.
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.
21 DecMon
Data release
Taiwan export orders
MOEA — New orders received by Taiwanese firms — leads actual shipments by one to three months. Date approximate.
24 DecThu
Data release
EIA Electric Power Monthly
EIA — US electricity generation, commercial load (where data centers sit) and planned capacity additions. Date approximate.
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.
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.
Week of 04 Jan 2027 · 4 events
04 JanMon
Data release
SIA global semiconductor sales
SIA / WSTS — Three-month moving average sales. Date approximate.
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.
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.
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.
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.
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.
14 JanThu
Data release
Japan machine-tool orders (prelim.)
JMTBA — Automation and robotics cycle. Date approximate.
Week of 18 Jan 2027 · 3 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.
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.
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.