Theme

Memory '26: HBM Inspection, Packaging & Bonding

9 tickers$570.94B market cap
10D rank#868of 979 themes#9of 9 in Memory
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As of Aug 6, 2026, 4:25 AM ET

Memory '26: HBM Inspection, Packaging & Bonding Constituents

Amkor Technology, Inc.AMKR
11.1%-3.60%-17.09%-22.93%8.00%36.42%12.63%189.10%142.50%$13.35B
Applied Materials, Inc.AMAT
11.1%-2.26%-0.37%-9.88%5.23%107.88%43.50%261.58%199.90%$424.16B
ASE Technology Holding Co., Ltd.ASX
11.1%-4.96%-0.16%-15.10%4.58%128.45%51.42%307.31%278.40%$80.87B
BE Semiconductor Industries N.V.BESI.AS
11.1%-1.01%-4.10%-16.02%8.52%57.80%10.92%133.27%85.24%$19.71B
Camtek Ltd.CAMT
11.1%-2.65%-0.13%4.06%11.43%38.79%-11.82%145.30%81.35%$6.89B
China Communications Services Corp. Ltd. Class H0552.HK
11.1%-0.93%2.42%6.80%-0.70%-6.09%-4.94%4.47%-9.33%$3.78B
Comet Holding AGCOTN.SW
11.1%-0.92%4.09%-5.42%12.19%59.78%17.14%80.16%92.68%$3.54B
Kulicke and Soffa Industries, Inc.KLIC
11.1%-0.01%-7.39%-21.55%5.20%105.97%34.60%181.36%195.02%$4.91B
Onto Innovation Inc.ONTO
11.1%-4.03%1.24%-9.17%6.74%74.84%27.84%120.04%206.67%$13.73B
Theme return-2.26%-2.39%-9.67%7.53%71.57%23.98%170.37%139.39%
Average11.1%-2.26%-2.39%-9.91%6.80%67.09%20.14%158.07%141.38%$63.44B
Median11.1%-2.26%-0.16%-9.88%6.74%59.78%17.14%145.30%142.50%$13.35B
Std Dev0.0%1.58%6.11%9.80%3.67%39.77%19.98%85.88%82.45%$129.57B
Min11.1%-4.96%-17.09%-22.93%-0.70%-6.09%-11.82%4.47%-9.33%$3.54B
Max11.1%-0.01%4.09%6.80%12.19%128.45%51.42%307.31%278.40%$424.16B
% Positive Tickers0.00%33.33%22.22%88.89%88.89%77.78%100.00%88.89%

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About this theme

Memory '26: HBM Inspection, Packaging & Bonding tracks 9 publicly listed stocks in this theme: 0552.HK, AMAT, AMKR, ASX, BESI.AS, CAMT, COTN.SW, KLIC, ONTO. See the constituent table for details.

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