BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-hot-chips-2026-ai-semiconductor-window@catalyst-calendar.local
DTSTAMP:20260720T200523Z
DTSTART:20260823T160000Z
DTEND:20260823T163000Z
SUMMARY:Hot Chips 2026高性能芯片架构大会与AI加速器路线窗口
DESCRIPTION:Hot Chips 2026将集中展示高性能处理器、AI加速器、互连、内存层级和系统架构。该活动是观察NVIDIA、AMD、Intel、Arm、云厂商自研芯片及AI ASIC路线的重要行业窗口。\\nImpact score: 76\\nExpected: 关注AI GPU/ASIC架构、内存带宽、chiplet互连、云自研加速器、CPU路线和系统级效率披露。\\nAffected: SPCX(subject\, mixed\, score 98)\; NVDA(subject\, unknown\, score 92)\; 2330.TW(subject\, mixed\, score 88)\; RVMD(subject\, unknown\, score 88)\; AMD(subject\, unknown\, score 88)\; TSM(subject\, mixed\, score 86)\\nSources: IEEE Computer Society Hot Chips CFP: https://www.computer.org/conferences/cfp-ieee-hot-chips\\nHot Chips Registration: https://hotchips.org/registration/\\nHot Chips 2026 Official Site: https://hotchips.org/\\nHot Chips 2026 Conference Program: https://hotchips.org/program/conference/\\nHot Chips 2026 advance program: https://hotchips.org/advance-program/\\nHot Chips About: https://hotchips.org/about/\\nAccenture Q3 FY2026 earnings call announcement: https://newsroom.accenture.com/news/2026/accenture-to-announce-third-quarter-fiscal-2026-results\\nAccenture Investor Events: https://investor.accenture.com/news-and-events/events-calendar\\nAccenture investor relations: https://investor.accenture.com/\\nTSMC 2026 Technology Symposium: https://www.tsmc.com/static/english/campaign/Symposium2026/index.htm\\nTSMC Events: https://pr.tsmc.com/english/events/tsmc-events\\nSEC SpaceX Form S-1 filing detail: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/0001628280-26-036936-index.htm\\nSEC SpaceX Form S-1 prospectus: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm\\nReuters Connect SpaceX IPO report: https://www.reutersconnect.com/item/spacex-leads-the-largest-ipo-in-history-after-raising-75-billion/dGFnOnJldXRlcnMuY29tLDIwMjY6bmV3c21sX09XTFRBQzJWUVRWS1lLWFczR0pXQUVITUpUOExCQ0w\\nSEC SpaceX free writing prospectus: https://www.sec.gov/Archives/edgar/data/1181412/000162828026040610/spacexfwp.htm\\nSpaceX EU retail prospectus: https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX%20-%20EU%20Prospectus%20%28Approved%20by%20Bafin%29%20-%20June%205%2C%202026.pdf\\nReuters-syndicated IPO report: https://www.investing.com/news/stock-market-news/spacex-files-long-awaited-ipo-creating-a-fresh-ai-play-4702657\\nSpaceX investor relations: https://www.spacex.com/investor-relations\\nSEC S-1/A prospectus: https://www.sec.gov/Archives/edgar/data/1181412/000162828026039276/spaceexplorationtechnologi.htm\\nAxios SpaceX IPO market context: https://www.axios.com/2026/05/27/spacex-ipo-market\\nBloomberg SpaceX IPO report: https://www.bloomberg.com/news/articles/2026-05-20/musk-s-spacex-files-publicly-for-nasdaq-ipo-under-symbol-spcx\\nSEC S-1/A filing index: https://www.sec.gov/Archives/edgar/data/1181412/000162828026039276/0001628280-26-039276-index.htm\\nReuters valuation report via Investing.com: https://www.investing.com/news/stock-market-news/exclusivespacex-targets-175-trillion-valuation-including-greenshoe-option-in-record-ipo-sources-say-4722582\\nReuters via Business Standard: https://www.business-standard.com/world-news/spacex-targets-75-billion-ipo-at-135-a-share-valuing-firm-at-1-75-trn-126060300135_1.html\\nReuters via Investing.com: https://www.investing.com/news/stock-market-news/exclusivespacex-plans-to-raise-75-billion-in-ipo-at-135-per-share-source-says-4723192\\nAxios SpaceX IPO terms report: https://www.axios.com/2026/06/03/spacex-ipo-raise\\nSEC EDGAR SpaceX S-1/A filing detail: https://www.sec.gov/Archives/edgar/data/1181412/000162828026040364/0001628280-26-040364-index.htm\\nSpaceX IPO launch press release: https://www.newswire.ca/news-releases/space-exploration-technologies-corp-announces-launch-of-initial-public-offering-816145682.html\\nSpaceX IPO launch announcement: https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/6.4.26_SpaceX_Announces_IPO_US.pdf\\nSEC Rule 433 free writing prospectus: https://www.sec.gov/Archives/edgar/data/1181412/000162828026041150/spacexagreementfwp.htm\\nMarketWatch IPO pricing report: https://www.marketwatch.com/livecoverage/spacex-ipo-stock-price-trading-elon-musk-spcx/card/spacex-has-officially-priced-its-ipo-setting-it-up-to-trade-friday-vajhiPzegDDS3uFoCLco\\nSEC 424B4 final prospectus: https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm\\nReuters via Investing.com pricing report: https://www.investing.com/news/stock-market-news/spacex-prices-ipo-at-135-per-share-for-june-12-nasdaq-debut-432SI-4738217\\nSpaceX IPO pricing release: https://www.newswire.ca/news-releases/space-exploration-technologies-corp-announces-pricing-of-initial-public-offering-893323066.html\\nSpaceX pricing announcement: https://content.spacex.com/cms-assets/FINAL_Documents%20and%20Updates/SpaceX_PricingAnnouncement.pdf\\nCboe options timing report: https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026/card/cboe-will-list-spacex-options-as-soon-as-tuesday-VU5b3fy0oewCSFt8c6nS\\nNasdaq SpaceX IPO newsroom: https://www.nasdaq.com/newsroom/spacex-ipo-rocket-company-launches-historic-ipo\\nCboe market commentary: https://www.cboe.com/insights/posts/investors-brace-for-space-xs-historic-trading-debut\\nSEC S-1/A: https://www.sec.gov/Archives/edgar/data/1181412/000162828026040364/spaceexplorationtechnologib.htm\\nNasdaq Private Market company page: https://www.nasdaqprivatemarket.com/company/spacex/\\nSEC Form 8-K IPO completion disclosure: https://www.sec.gov/Archives/edgar/data/1181412/000162828026043288/spaceexplorationtechnologi.htm\\nApple investor relations page: https://investor.apple.com/investor-relations/default.aspx\\nApple Q2 FY2026 official results: https://www.apple.com/newsroom/2026/04/apple-reports-second-quarter-results/\\nWall Street Horizon Apple earnings calendar: https://www.wallstreethorizon.com/apple-earnings-calendar\\nFDA advisory committees upcoming meetings: https://www.fda.gov/advisory-committees\\nFDA PCAC meeting page: https://www.fda.gov/advisory-committees/advisory-committee-calendar/july-23-24-2026-meeting-pharmacy-compounding-advisory-committee-07232026\\nFDA Advisory Committee Calendar: https://www.fda.gov/advisory-committees/advisory-committee-calendar\\nFederal Register notice: https://www.federalregister.gov/documents/2026/04/16/2026-07361/pharmacy-compounding-advisory-committee-notice-of-meeting-establishment-of-a-public-docket-request\\nFDA GLP-1 compounding policy: https://www.fda.gov/drugs/drug-alerts-and-statements/fda-clarifies-policies-compounders-national-glp-1-supply-begins-stabilize\\nNBS 2026 regular press release calendar: https://www.stats.gov.cn/english/PressRelease/ReleaseCalendar/202512/t20251226_1962154.html\\nNBS latest releases page: https://www.stats.gov.cn/english/PressRelease/\\n国家统计局发布日程: https://www.stats.gov.cn/sj/fbrc/\\n国家统计局5月PMI发布示例: https://www.stats.gov.cn/sj/zxfb/202605/t20260531_1963824.html\\nKLA Investor Relations events: https://ir.kla.com/events-and-presentations/events\\nKLA quarterly results: https://ir.kla.com/financial-information/quarterly-results\\nNasdaq earnings calendar: https://www.nasdaq.com/market-activity/stocks/klac/earnings\\nHKEX Issuer Access Platform: https://www.hkex.com.hk/Services/Platform-Services/Issuer-Access-Platform?sc_lang=en\\nHKEX regulatory announcement: https://www.hkex.com.hk/News/Regulatory-Announcements/2025/250725news?sc_lang=en\\nHKEX IAP LinkedIn official post: https://www.linkedin.com/posts/hkex_hkex-iap-activity-7417519089453240321-35_c\\nFDA expanded access press announcement: https://www.fda.gov/news-events/press-announcements/fda-permits-expanded-access-investigational-pancreatic-cancer-drug\\nRevolution Medicines FDA expanded access statement: https://ir.revmed.com/news-releases/news-release-details/revolution-medicines-statement-fda-expanded-access-authorization\\nRevolution Medicines ASCO plenary and regulatory submission plan: https://ir.revmed.com/news-releases/news-release-details/revolution-medicines-announces-asco-plenary-presentation\\nSmall Satellite Conference official site: https://smallsat.org/\\nHot Chips Livestream Program: https://hotchips.org/livestream/\\nHot Chips Call for Contributions: https://hotchips.org/call_for_contrib/\\nHot Chips 2026 Program: https://hotchips.org/hc38/\\nNASA Roman launch event page: https://www.nasa.gov/event/nancy-grace-roman-space-telescope/\\nNASA Social Roman launch page: https://www.nasa.gov/social-media/nasa-socials-program/experience-the-launch-of-nasas-roman-space-telescope/\\nNASA Roman launch countdown: https://science.nasa.gov/mission/roman-space-telescope/roman-launch-countdown/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-hot-chips-2026-ai-semiconductor-window
CATEGORIES:conference\,US\,Hot Chips\,AI accelerator\,HPC\,semiconductor\,Rubin\,MI400\,AI GPU\,data center architecture\,GPU\,HBM\,advanced packaging\,processor architecture\,server CPU\,interconnect\,earnings\,enterprise AI\,IT services\,cloud\,guidance\,cloud spending\,cloud consulting\,TSMC\,foundry\,AI\,advanced_packaging\,process_technology\,SpaceX\,Starlink\,IPO\,commercial space\,satellite internet\,launch services\,S-1\,satellite-internet\,commercial-space\,AI infrastructure\,Starship\,AI基础设施\,商业航天\,卫星互联网\,AI算力\,承销稳定期\,greenshoe\,options\,index-inclusion\,Apple Intelligence\,iPhone\,services\,edge AI\,AI device\,consumer electronics\,AI devices\,Services\,FDA\,PCAC\,peptides\,compounding\,regulation\,regulatory\,policy\,503A\,telehealth\,peptide\,GLP-1\,China PMI\,NBS\,manufacturing\,macro data\,PMI\,China macro\,KLA\,semiconductor equipment\,process control\,wafer inspection\,AI capex\,港交所\,IAP\,上市规则\,监管科技\,港股\,HKEX IAP\,披露易\,发行人监管\,上市公司披露\,HKEX\,合规数字化\,监管提交\,发行人平台\,披露系统\,信息披露\,CNPV\,daraxonrasib\,RAS\,pancreatic cancer\,advisory-committee\,SmallSat\,satellite constellation\,defense space\,Vera CPU\,CPU\,Crescent Island\,AI加速器\,processor\,AI_inference\,datacenter\,GPU architecture\,AI processor\,chiplet\,Hot_Chips\,AI_processor\,data_center\,FPGA\,data center\,ASIC\,NASA Roman\,Falcon Heavy\,flagship payload
SEQUENCE:0
BEGIN:VALARM
TRIGGER:-P1D
ACTION:DISPLAY
DESCRIPTION:Review catalyst preview: Hot Chips 2026高性能芯片架构大会与AI加速器路线窗口
END:VALARM
BEGIN:VALARM
TRIGGER:PT24H
ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Hot Chips 2026高性能芯片架构大会与AI加速器路线窗口
END:VALARM
END:VEVENT
END:VCALENDAR