This calendar is frozen as of July 10, 2026 and covers semiconductor equipment, memory and optical communications. China A-share dates are exchange appointment dates cross-checked against the stock calendar and may change. Overseas dates are marked confirmed only when company investor relations has published them.
The near-term evidence order has changed. Memory has moved from a pricing and supply-tightness narrative into profit verification through GigaDevice, Longsys and the August 5 Sandisk print. Optical communications is moving from broad 800G/CPO enthusiasm toward 1.6T shipment mix, component supply and margins. Equipment has a global July lead-in, followed by a concentrated China reporting window in late August.
The report avoids unverified live prices and does not treat a peer print as an automatic read-through. The decision test is whether each theme can pass demand, orders, revenue, margin and cash-flow checkpoints, and whether the path upgrades, dulls or switches to a different sub-cycle.
China A-shares × U.S.: eight weeks of earnings proof
Semiconductor equipment, memory, optical chips and modules. Dates are separated into company-confirmed events, China exchange appointments, company-projected dates and historically inferred windows.
Current path status
Memory: price narrative → profit proof
GigaDevice and Longsys have published large preannouncements. Sandisk reports August 5 and holds an investor day August 13. The next test is the quality of margin, inventory, cash conversion and non-operating gains.
Optics: CPO optionality → 1.6T shipments
Read ANET/MRVL for network and DSP demand, FN/COHR/LITE for manufacturing, components and lasers, then China module and laser-chip margins. Demand alone is not enough.
Equipment: capex → orders → revenue
ASML, TSMC, KLA and Lam set the global WFE tone. ACM Research Shanghai and AMEC are early China checks; NAURA, Piotech and Hwatsing sit in the late-August cluster.
China preannouncements already in hand
GigaDevice 603986 · July 10
Net profit about RMB 6.9bn, +1099%; recurring profit about RMB 4.85bn, +791%. The roughly RMB 2.05bn gap is tied in part to fair-value gains on securities, so the formal report must separate core operations from non-recurring earnings. Filing
Longsys 301308 · July 3
Net profit is guided to RMB 9.2bn–11bn and recurring profit to RMB 9bn–10.5bn, against a very low prior-year base. Watch inventory accounting, gross margin, cash conversion and the durability of wafer-supply agreements. Filing
Eight-week event calendar
Beijing-time research view. U.S. after-close prints usually land before the next China open. China Saturday appointments concentrate reaction risk on Monday. Appointment dates and inferred windows require rolling checks.
China appointment register
All 26 are first appointments with no changes as of July 10; they are not immutable hard dates. Reaction windows assume an after-close release. TFC and Shannon also confirmed their dates in public company responses.
| Chain | Company | Appointment | Reaction | Proof point | Status |
|---|---|---|---|---|---|
| Optics | Shijia Photons 688313 | Aug 1 Sat | Aug 3 | Optical-chip/component mix, margin and utilization | Appointment |
| Equipment | ACM Research Shanghai 688082 | Aug 8 Sat | Aug 10 | Cleaning revenue, advanced packaging, margin and orders | Appointment |
| Optics | T&S Communications 300570 | Aug 15 Sat | Aug 17 | Datacenter connectivity, mix and cash conversion | Appointment |
| Memory | GigaDevice 603986 | Aug 19 | Aug 20 | Pricing, MCU demand, recurring profit and fair-value gains | Preannounced |
| Memory | Puran 688766 | Aug 19 | Aug 20 | NOR/EEPROM pricing, shipments and high-end mix | Appointment |
| Optics | TFC Optical 300394 | Aug 19 | Aug 20 | Component/engine revenue, utilization and margin | Company-confirmed |
| Equipment | AMEC 688012 | Aug 20 | Aug 21 | Etch/deposition revenue, contract liabilities, R&D and margin | Appointment |
| Optics | Accelink 002281 | Aug 20 | Aug 21 | High-speed module mix, component self-supply and earnings quality | Appointment |
| Memory | Dosilicon 688110 | Aug 22 Sat | Aug 24 | SLC NAND/DRAM shipments, pricing and inventory | Appointment |
| Optics | Zhongji Innolight 300308 | Aug 24 | Aug 25 | 800G/1.6T revenue, customers, margin and capex | Appointment |
| Equipment | PNC Process Systems 603690 | Aug 25 | Aug 26 | High-purity systems, order conversion, collections and margin | Appointment |
| Memory | Biwin 688525 | Aug 25 | Aug 26 | Module spreads, inventory revaluation and enterprise/edge-AI mix | Appointment |
| Memory | Deminli 001309 | Aug 25 | Aug 26 | Inventory turns, cash flow, mix and margin | Appointment |
| Optics | Eoptolink 300502 | Aug 25 | Aug 26 | 800G/1.6T revenue, customers, margin and capacity | Appointment |
| Equipment | NAURA 002371 | Aug 26 | Aug 27 | Revenue, contract liabilities, inventory, margin and cash | Appointment |
| Equipment | Kingsemi 688037 | Aug 26 | Aug 27 | Coat/develop and cleaning orders, revenue timing and margin | Appointment |
| Equipment | CFMEE 688630 | Aug 27 | Aug 28 | Direct-write lithography mix in PCB and packaging | Appointment |
| Memory | Longsys 301308 | Aug 27 | Aug 28 | LTA/MOU supply, inventory, margin, cash and controllers | Preannounced |
| Optics | HGTECH 000988 | Aug 27 | Aug 28 | High-speed modules/lasers, margin and collections | Appointment |
| Equipment | Jingce Electronic 300567 | Aug 28 | Aug 31 | Inspection revenue, receivables, impairments and collections | Appointment |
| Memory | Shannon 300475 | Aug 28 | Aug 31 | Distribution quality, inventory, receivables and cash | Company-confirmed |
| Equipment | Piotech 688072 | Aug 29 Sat | Aug 31 | Deposition revenue, contract liabilities, margin and products | Appointment |
| Equipment | Hwatsing 688120 | Aug 29 Sat | Aug 31 | CMP systems, consumables/services, orders and margin | Appointment |
| Memory | Montage 688008 | Aug 29 Sat | Aug 31 | DDR5 interfaces, RCD/MRCD and AI server demand | Appointment |
| Memory | Ingenic 300223 | Aug 29 Sat | Aug 31 | Automotive/specialty memory, inventory and profit quality | Appointment |
| Optics | Yuanjie 688498 | Aug 29 Sat | Aug 31 | Laser-chip shipments, qualifications, mix and margin | Appointment |
Overseas leading indicators
Confirmed dates come from company IR. Inferred windows use current IR status and recent same-quarter cadence and must not be treated as exact events. After the flash separation, WDC is the HDD anchor; SNDK is the NAND anchor.
| Date / window | Company | Status | Beijing time | China read-through | Key question |
|---|---|---|---|---|---|
| Jul 15 | ASML | Confirmed | Time pending | Equipment | Bookings, EUV/DUV mix, customer expansion and outlook |
| Jul 16 | TSMC | Confirmed | Jul 16 14:00 | Equipment/packaging | Capex, 2nm, CoWoS, AI demand and margins |
| Jul 23 | INTC | Confirmed | Jul 24 05:00 call | Equipment | U.S. fab buildout, nodes and equipment spending |
| Jul 27–31 | STX / WDC | Inferred | Pending | Storage demand | Enterprise HDD capacity, ASP and margin; not a NAND/DRAM proxy |
| Jul 28 | KLAC | Confirmed | Jul 29 05:00 | Process control | Complexity, packaging, services and order strength |
| Jul 28–30 | TER | Inferred | Pending | Test/HBM | Compute, networking and memory test demand |
| Jul 29 | LRCX | Confirmed | Jul 30 05:00 | Equipment/memory | NAND layers, DRAM/HBM capex, orders and services |
| Aug 3–7 | ANET | Inferred | Pending | Optical modules | 800G/1.6T ports, AI networks and customer capex |
| Aug 3–7 | ONTO / ACLS | Inferred | Pending | Equipment/packaging | Metrology, HBM/2.5D packaging and ion implantation |
| Aug 5 | SNDK | Confirmed | Aug 6 04:30 | NAND/enterprise SSD | Pricing, datacenter mix, supply contracts, margin and guide |
| Aug 10–14 | COHR / LITE | Inferred | Pending | Optical chips/components | EML/lasers, supply, 1.6T mix and margin |
| Aug 13 | AMAT | Company projected | Time pending | Equipment/memory | DRAM, HBM, advanced packaging and WFE demand |
| Aug 13 | SNDK Investor Day | Confirmed | Aug 13 21:00 | NAND/strategy | Supply contracts, roadmap, capital allocation and targets |
| Aug 17–21 | FN | Inferred | Pending | Optical modules | Manufacturing volumes, customer pull, utilization and margin |
| Aug 24–28 | MRVL | Inferred | Pending | DSP/switch/optics | 800G/1.6T, NPO/CPO, custom silicon and electro-optics |
| Aug 31–Sep 4 | CIEN | Inferred | Pending | Coherent/DCI | Systems demand, order visibility and AI spillover |
| Sep 21–25 | MU | Outside-core estimate | Pending | HBM/DRAM/NAND | The final memory anchor, kept outside the hard eight-week calendar |
Theme transmission: upgrade, dull or switch
Equipment
Memory
Optics
At least two adjacent layers confirm, with a visible improvement in revenue, margin or cash flow. One peer beat is only a clue.
Demand is strong but China proxies show revenue without margin/cash, or headline growth is mostly low base and non-recurring gains.
Change the anchor when sub-cycles diverge: HDD is not NAND, NAND is not HBM, and pluggable growth does not prove CPO commercialization.
Four-stage monitoring playbook
Source ledger
Static research snapshot frozen on July 10, 2026. China appointment dates and overseas inferred windows may change; recheck exchange and company IR sources before acting. This is a research calendar and theme-tracking framework, not investment advice, a return guarantee or a securities solicitation.