INTC+219.65%15.0%
MU+504.43%12.0%
TSM+64.24%11.0%
GFS+40.51%9.0%
005930.KO+223.78%8.0%
TXN+60.51%8.0%
AMKR+88.93%7.0%
ENTG+68.93%6.0%
000660.KO+390.10%5.0%
6488.TWO+133.47%4.0%
AMAT+141.64%4.0%
COHR+199.41%3.0%
SKYT+62.30%3.0%
GLW+98.56%2.0%
XFAB.PA-5.99%2.0%
WOLF+42.18%1.0%
As of Oct 2, 2026, 9:55 PM ET
Fiscal Spend '26: U.S. Chip Manufacturing Constituents
Intel Corp.INTC | 15.0% | -0.56% | -3.74% | 32.40% | -0.64% | 223.12% | 161.41% | 442.45% | 219.65% | 436.07% | 140.54% | $601.90B |
Micron Technology, Inc.MU | 12.0% | -2.05% | 1.22% | 16.05% | 1.10% | 288.74% | 169.05% | 1154.73% | 504.43% | 961.71% | 1449.69% | $1.21T |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 11.0% | 2.96% | 4.69% | 13.89% | 3.05% | 55.71% | 26.33% | 177.72% | 64.24% | 164.25% | 349.43% | $2.45T |
GLOBALFOUNDRIES Inc.GFS | 9.0% | 3.06% | 5.00% | 14.21% | 3.16% | 43.81% | 5.62% | 35.07% | 40.51% | 28.81% | 8.13% | $27.53B |
Samsung Electronics Co., Ltd.005930.KO | 8.0% | 0.00% | 1.06% | 16.00% | 0.00% | 142.36% | 34.22% | 394.20% | 223.78% | 313.65% | 269.34% | $1.33T |
Texas Instruments IncorporatedTXN | 8.0% | 4.44% | 7.83% | 14.85% | 4.03% | 68.68% | 37.97% | 65.64% | 60.51% | 48.99% | 69.05% | $268.31B |
Amkor Technology, Inc.AMKR | 7.0% | 5.90% | 2.58% | 18.72% | 5.86% | 41.84% | 17.10% | 200.59% | 88.93% | 96.12% | 134.40% | $13.92B |
Entegris, Inc.ENTG | 6.0% | 5.04% | 8.11% | 24.41% | 3.08% | 93.91% | 23.34% | 91.01% | 68.93% | 51.38% | 35.60% | $25.39B |
SK hynix Inc.000660.KO | 5.0% | 0.44% | 1.30% | 20.17% | 0.44% | 197.75% | 116.82% | 879.45% | 390.10% | 900.21% | 1661.76% | $960.50B |
Applied Materials, Inc.AMAT | 4.0% | 2.03% | 14.36% | 23.22% | 2.08% | 110.24% | 45.12% | 265.68% | 141.64% | 171.21% | 330.02% | $428.77B |
GlobalWafers Co., Ltd.6488.TWO | 4.0% | 9.68% | 22.06% | 22.20% | 9.68% | 188.32% | 157.27% | 285.22% | 133.47% | 174.59% | 54.13% | $17.84B |
Coherent, Inc.COHR | 3.0% | 5.59% | 8.80% | 25.71% | 5.80% | 82.97% | 30.42% | 400.01% | 199.41% | 257.53% | 456.26% | $65.94B |
SkyWater Technology, Inc.SKYT | 3.0% | 0.00% | 0.00% | 0.00% | 0.00% | 78.74% | 10.18% | 353.99% | 62.30% | 286.89% | 23.05% | $1.60B |
Corning IncGLW | 2.0% | 2.29% | 2.61% | 13.68% | 2.14% | 87.13% | 8.96% | 252.06% | 98.56% | 270.43% | 391.24% | $141.43B |
X-FAB Silicon Foundries SEXFAB.PA | 2.0% | 3.40% | 0.91% | 16.20% | 3.32% | 30.45% | 43.37% | 93.59% | -5.99% | 39.56% | -15.10% | $1.03B |
Wolfspeed Inc.WOLF | 1.0% | 13.19% | 25.42% | 31.73% | 12.62% | 101.64% | 78.02% | 266.44% | 42.18% | 309.76% | -55.41% | $1.83B |
| Theme return | — | 2.25% | 4.04% | 19.66% | 2.30% | 148.12% | 79.80% | 363.95% | 183.96% | 320.33% | 409.30% | — |
| Average | 6.3% | 3.46% | 6.39% | 18.97% | 3.48% | 114.71% | 60.33% | 334.87% | 145.79% | 281.95% | 331.38% | $472.13B |
| Median | 5.5% | 3.01% | 3.65% | 17.46% | 3.07% | 90.52% | 36.10% | 266.06% | 93.75% | 216.06% | 137.47% | $103.68B |
| Std Dev | 3.9% | 3.80% | 7.79% | 7.61% | 3.48% | 71.52% | 55.94% | 288.31% | 132.29% | 270.77% | 488.72% | $673.66B |
| Min | 1.0% | -2.05% | -3.74% | 0.00% | -0.64% | 30.45% | 5.62% | 35.07% | -5.99% | 28.81% | -55.41% | $1.03B |
| Max | 15.0% | 13.19% | 25.42% | 32.40% | 12.62% | 288.74% | 169.05% | 1154.73% | 504.43% | 961.71% | 1661.76% | $2.45T |
| % Positive Tickers | 75.00% | 87.50% | 93.75% | 81.25% | 100.00% | 100.00% | 100.00% | 93.75% | 100.00% | 87.50% |
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