Expected Moves

Expected Q3 2026 earnings print. The market will look for GAA-related ALD orders to offset potential weakness in legacy logic and China export-restricted bookings.

Anticipated year-end regulatory update from the US Department of Commerce regarding foreign direct product rules and entity list expansions under President Trump.

Q4 results coupled with full-year 2027 capital expenditure guidance from top foundry customers (TSMC, Intel, Samsung).

Q1 2027 earnings, detailing early-year order intake and gross margin trajectory as next-generation ALD tools are deployed.