Theme

AI '25: Semis & Memory☆

15 tickers$4.81T market cap
10D rank10D#400of 1,239 themes/1,239#28of 43 in AI/43 AI
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As of Oct 2, 2026, 9:55 PM ET

AI '25: Semis & Memory Constituents

Ambarella, Inc.AMBA
7.2%-2.35%2.30%2.17%-2.42%-3.16%13.69%33.49%-20.34%20.08%-55.34%$3.01B
Elite Semiconductor Microelectronics Tech Inc3006.TW
7.2%1.60%2.10%0.71%1.60%138.00%79.45%396.89%264.18%297.47%128.17%$2.54B
FADU Inc.440110.KQ
7.2%0.00%-5.76%12.83%-24.97%233.45%19.49%538.36%211.46%402.02%185.93%$3.16B
Kioxia Holdings Corporation ADRKXIAY
7.2%0.00%4.18%12.34%0.00%442.86%166.22%553.10%553.10%550.93%550.93%$196.90B
Macronix International Co., Ltd.2337.TW
7.2%0.83%2.97%-1.50%0.83%204.21%9.10%484.76%364.08%361.01%235.01%$7.57B
Micron Technology, Inc.MU
7.2%-2.05%1.22%16.05%1.10%288.74%169.05%1154.73%504.43%961.71%1449.69%$1.21T
Rambus Inc.RMBS
7.2%4.36%6.17%31.89%4.14%21.60%12.12%112.10%7.74%178.39%401.43%$12.14B
Sandisk CorporationSNDK
7.2%-3.79%-8.97%10.59%-3.91%623.67%170.37%3503.63%1283.80%4677.75%4677.75%$254.71B
Silicon Motion Technology CorporationSIMO
7.2%1.80%-0.93%15.72%1.96%203.88%117.15%457.82%177.59%380.78%352.21%$9.41B
SK hynix Inc.000660.KO
7.2%0.44%1.30%20.17%0.44%197.75%116.82%879.45%390.10%900.21%1661.76%$960.50B
Skyworks Solutions, Inc.SWKS
7.2%2.25%-5.30%18.87%2.45%34.36%42.99%31.47%10.11%-11.39%-43.85%$12.79B
Taiwan Semiconductor Manufacturing Company Limited2330.TW
7.2%-0.40%1.21%4.09%-0.40%71.97%23.27%176.67%75.22%159.52%304.52%$2.03T
Tower Semiconductor Ltd.TSEM
7.2%-0.20%2.74%17.55%0.74%107.03%94.68%551.03%219.06%443.58%701.80%$27.18B
CXMT Corp.688825.SHG
3.8%0.00%-5.39%1.08%0.00%16.60%14.36%21.18%18.68%17.03%7.53%$36.80B
Cerebras Systems Inc.CBRS
2.8%-1.82%-19.21%-7.00%1.23%-7.24%-7.24%-7.24%-7.24%-10.04%-10.04%$39.54B
Theme return—0.13%-0.51%12.15%-1.74%196.13%94.06%538.21%270.00%500.57%638.92%—
Average6.7%0.04%-1.42%10.37%-1.15%171.58%69.43%592.50%270.13%621.94%703.17%$320.89B
Median7.2%0.00%1.22%12.34%0.74%138.00%42.99%457.82%211.46%361.01%304.52%$27.18B
Std Dev1.3%1.97%6.31%9.94%6.63%171.54%62.72%843.18%326.53%1122.45%1172.27%$582.71B
Min2.8%-3.79%-19.21%-7.00%-24.97%-7.24%-7.24%-7.24%-20.34%-11.39%-55.34%$2.54B
Max7.2%4.36%6.17%31.89%4.14%623.67%170.37%3503.63%1283.80%4677.75%4677.75%$2.03T
% Positive Tickers40.00%60.00%86.67%60.00%86.67%93.33%93.33%86.67%86.67%80.00%
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