INTC+395.15%15.0%
MU+721.94%12.0%
TSM+78.93%11.0%
GFS+48.22%9.0%
005930.KO+257.56%8.0%
TXN+49.38%8.0%
AMKR+142.50%7.0%
ENTG+101.73%6.0%
000660.KO+545.26%5.0%
6488.TWO+127.56%4.0%
AMAT+199.90%4.0%
COHR+206.32%3.0%
SKYT+265.95%3.0%
GLW+144.92%2.0%
XFAB.PA-4.15%2.0%
WOLF+162.94%1.0%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '26: U.S. Chip Manufacturing Constituents
Intel Corp.INTC | 15.0% | 0.20% | 9.47% | -17.30% | 12.04% | 173.88% | 121.57% | 359.78% | 395.15% | $509.75B |
Micron Technology, Inc.MU | 12.0% | 0.06% | -3.01% | -9.30% | 8.52% | 212.95% | 116.60% | 910.10% | 721.94% | $1.01T |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 11.0% | -0.76% | 2.63% | -8.36% | 2.41% | 36.23% | 10.52% | 142.97% | 78.93% | $2.15T |
GLOBALFOUNDRIES Inc.GFS | 9.0% | -4.92% | -7.60% | -28.23% | -1.06% | 41.64% | 4.02% | 33.03% | 48.22% | $27.14B |
Samsung Electronics Co., Ltd.005930.KO | 8.0% | 2.50% | -1.40% | -22.64% | -6.29% | 105.17% | 13.63% | 318.37% | 257.56% | $1.15T |
Texas Instruments IncorporatedTXN | 8.0% | -2.08% | -0.67% | -8.49% | 0.72% | 60.08% | 30.93% | 57.19% | 49.38% | $253.63B |
Amkor Technology, Inc.AMKR | 7.0% | -3.60% | -17.09% | -22.93% | 8.00% | 36.42% | 12.63% | 189.10% | 142.50% | $13.35B |
Entegris, Inc.ENTG | 6.0% | 0.68% | 12.70% | 0.26% | 22.26% | 72.76% | 9.89% | 70.18% | 101.73% | $22.17B |
SK hynix Inc.000660.KO | 5.0% | 5.77% | -5.17% | -28.81% | -2.91% | 156.22% | 86.58% | 742.85% | 545.26% | $828.83B |
Applied Materials, Inc.AMAT | 4.0% | -2.26% | -0.37% | -9.88% | 5.23% | 107.88% | 43.50% | 261.58% | 199.90% | $424.16B |
GlobalWafers Co., Ltd.6488.TWO | 4.0% | -9.57% | -18.96% | -38.28% | -2.69% | 99.14% | 77.70% | 166.07% | 127.56% | $12.88B |
Coherent, Inc.COHR | 3.0% | 1.39% | 16.23% | -2.23% | 24.85% | 77.83% | 26.76% | 385.96% | 206.32% | $64.21B |
SkyWater Technology, Inc.SKYT | 3.0% | 0.00% | 6.01% | -4.78% | 0.00% | 78.74% | 10.18% | 353.99% | 265.95% | $1.60B |
Corning IncGLW | 2.0% | -2.00% | 6.85% | -19.56% | 13.35% | 78.96% | 4.20% | 236.70% | 144.92% | $134.86B |
X-FAB Silicon Foundries SEXFAB.PA | 2.0% | 1.04% | -1.45% | -21.28% | 4.45% | 28.54% | 41.27% | 90.75% | -4.15% | $1.02B |
Wolfspeed Inc.WOLF | 1.0% | -6.91% | 9.09% | -36.18% | 6.65% | 44.69% | 27.74% | 162.94% | 162.94% | $1.31B |
| Theme return | — | -0.90% | -0.10% | -13.94% | 5.58% | 116.97% | 57.25% | 305.72% | 248.15% | — |
| Average | 6.3% | -1.28% | 0.45% | -17.37% | 5.97% | 88.20% | 39.86% | 280.10% | 215.26% | $412.47B |
| Median | 5.5% | -0.38% | -0.52% | -18.43% | 4.84% | 78.29% | 27.25% | 212.90% | 153.93% | $99.54B |
| Std Dev | 3.9% | 3.60% | 9.47% | 11.45% | 8.50% | 51.62% | 38.09% | 234.82% | 186.81% | $583.10B |
| Min | 1.0% | -9.57% | -18.96% | -38.28% | -6.29% | 28.54% | 4.02% | 33.03% | -4.15% | $1.02B |
| Max | 15.0% | 5.77% | 16.23% | 0.26% | 24.85% | 212.95% | 121.57% | 910.10% | 721.94% | $2.15T |
| % Positive Tickers | 43.75% | 43.75% | 6.25% | 68.75% | 100.00% | 100.00% | 100.00% | 93.75% |
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About this theme
Fiscal Spend '26: U.S. Chip Manufacturing tracks 16 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, 6488.TWO, AMAT, AMKR, COHR, ENTG, GFS, GLW, INTC, MU, SKYT, and 4 more. Use the table below for the full list.