Theme
AI '25: Semis & Memory☆

000660.KO+390.10%7.2%

2330.TW+75.22%7.2%

2337.TW+364.08%7.2%

3006.TW+264.18%7.2%
440110.KQ+211.46%7.2%

AMBA-20.34%7.2%
KXIAY+553.10%7.2%

MU+504.43%7.2%

RMBS+7.74%7.2%

SIMO+177.59%7.2%

SNDK+1283.80%7.2%

SWKS+10.11%7.2%

TSEM+219.06%7.2%
688825.SHG+18.68%3.8%

CBRS-7.24%2.8%
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% | — |
| Average | 6.7% | 0.04% | -1.42% | 10.37% | -1.15% | 171.58% | 69.43% | 592.50% | 270.13% | 621.94% | 703.17% | $320.89B |
| Median | 7.2% | 0.00% | 1.22% | 12.34% | 0.74% | 138.00% | 42.99% | 457.82% | 211.46% | 361.01% | 304.52% | $27.18B |
| Std Dev | 1.3% | 1.97% | 6.31% | 9.94% | 6.63% | 171.54% | 62.72% | 843.18% | 326.53% | 1122.45% | 1172.27% | $582.71B |
| Min | 2.8% | -3.79% | -19.21% | -7.00% | -24.97% | -7.24% | -7.24% | -7.24% | -20.34% | -11.39% | -55.34% | $2.54B |
| Max | 7.2% | 4.36% | 6.17% | 31.89% | 4.14% | 623.67% | 170.37% | 3503.63% | 1283.80% | 4677.75% | 4677.75% | $2.03T |
| % Positive Tickers | 40.00% | 60.00% | 86.67% | 60.00% | 86.67% | 93.33% | 93.33% | 86.67% | 86.67% | 80.00% |