$XL2CSOPHYNIX(07709.HK)

$XL2CSOPSMSN(07747.HK)

Jul 7-8 Samsung Q2 Preliminary Results

Only revenue and operating profit figures are provided

Consensus expects both revenue and profit to hit record highs

Jul 10 TSMC June Revenue Report

Indirect indicator of memory chip market conditions

Jul 10 SK Hynix ADR Listing on Nasdaq ( $SK Hynix(SKHY.US) )

Largest ADR offering in history, watch for opening premium sentiment

Jul 14-15 Hynix ADR Payment, New Shares Effective

Approx. 2.5% dilution officially takes effect

Jul 16 TSMC Q2 Earnings Report

Watch for AI/HPC demand

Jul 23 Samsung Q2 Official Earnings Report

HBM progress, HBM4E sample timeline, etc.

Jul 29 Hynix Q2 Earnings Report

The most critical event of the entire month

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