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AI '24: Electronic Components
18 tickers · $678.05B total market cap
Group: AI
The current thesis for the AI '24: Electronic Components subtheme is mixed as of Spring 2025. While the demand for electronic components driven by AI advancements is expected to continue growing, there are challenges related to supply chain disruptions and competitive pressures. Manufacturers in this sector are navigating these hurdles while trying to capture opportunities arising from increased AI integration across industries.
AI '24: Electronic Components tracks 18 publicly listed stocks in this theme. Sample tickers: 000049.SHE, 002241.SHE, 002475.SHE, 2018.HK, 2301.TW, 2382.TW, 2474.TW, 3324.TWO, 4938.TW, 5274.TWO, 6121.TWO, 6762.T, and 6 more. Use the table below for the full list.
Thesis update: 2025-04-01
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Corning IncorporatedGLW | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -6.14% | -9.59% | 63.12% | 15.75% | $153.67B | 5.5556 |
Amphenol CorporationAPH | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -10.03% | 2.47% | -3.92% | -19.06% | $149.74B | 5.5556 |
Luxshare Precision Industry Co., Ltd.002475.SHE | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 2.00% | 5.88% | 21.79% | 4.17% | $78.13B | 5.5556 |
Murata Manufacturing Co., Ltd.6981.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 7.68% | 9.58% | 55.21% | 18.40% | $70.77B | 5.5556 |
TE Connectivity Ltd.TEL | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -0.82% | -10.47% | 5.11% | -9.90% | $58.53B | 5.5556 |
Quanta Computer Inc.2382.TW | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -1.71% | -10.13% | 13.68% | -5.23% | $36.66B | 5.5556 |
TDK Corporation6762.T | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 8.39% | -3.07% | 22.45% | 13.32% | $35.61B | 5.5556 |
ASPEED Technology Inc.5274.TWO | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 0.98% | 6.58% | 85.06% | -14.84% | $19.35B | 5.5556 |
HP Inc.HPQ | 02/24/2026 (AMC) | 05/27/2026 (AMC) | 3.35% | — | 15.16% | — | $19.20B | 5.5556 |
Lite-On Technology Corporation2301.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -0.31% | -4.37% | -1.20% | 24.79% | $14.93B | 5.5556 |
Goertek Inc.002241.SHE | 04/23/2026 (AMC) | 04/23/2026 (AMC) | 0.00% | -2.07% | -23.78% | 6.20% | $13.30B | 5.5556 |
Pegatron Corporation4938.TW | 05/13/2026 (AMC) | 05/13/2026 (AMC) | 7.79% | -5.65% | 8.95% | -0.13% | $6.50B | 5.5556 |
AAC Technologies Holdings Inc.2018.HK | 03/19/2026 (AMC) | — | -6.06% | — | 29.92% | — | $6.32B | 5.5556 |
Taiyo Yuden Co., Ltd.6976.T | 05/08/2026 | 05/08/2026 | 0.00% | 0.50% | 88.70% | 14.76% | $5.67B | 5.5556 |
Catcher Technology Co., Ltd.2474.TW | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -1.90% | -7.88% | 9.51% | -3.41% | $3.14B | 5.5556 |
Auras Technology Co., Ltd.3324.TWO | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -9.73% | -7.97% | 13.34% | -10.00% | $2.85B | 5.5556 |
Simplo Technology Co., Ltd.6121.TWO | 03/31/2026 | — | 2.25% | — | 9.15% | — | $2.14B | 5.5556 |
Shenzhen Desay Battery Technology Co., Ltd.000049.SHE | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 3.54% | -3.00% | 10.73% | -7.72% | $1.53B | 5.5556 |
| Average | -0.04% | -2.61% | 23.50% | 1.81% | $37.67B | 5.5556 | ||
| Median | 0.00% | -3.07% | 13.51% | -0.13% | $17.07B | 5.5556 | ||
| Std Dev | 5.27% | 6.20% | 29.48% | 12.87% | $46.50B | 0.0% | ||
| Min | -10.03% | -10.47% | -23.78% | -19.06% | $1.53B | 5.5556 | ||
| Max | 8.39% | 9.58% | 88.70% | 24.79% | $153.67B | 5.5556 | ||
| % Positive Tickers | 44.44% | 33.33% | 83.33% | 46.67% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.