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AI '25: Chip Back-End, Packaging & Design

8 tickers · $315.47B total market cap

Group: AI

AI '25: Chip Back-End, Packaging & Design tracks 8 publicly listed stocks in this theme: AMKR, ASX, BESI.AS, CDNS, FORM, PLAB, SNPS, WAF.XETRA. See the constituent table for details.

Constituents

Build 20260519T212339

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Cadence Design Systems, Inc.CDNS
04/27/2026 (AMC)04/27/2026 (AMC)4.63%-2.28%13.47%3.94%$95.53B12.5000
Synopsys, Inc.SNPS
02/25/2026 (AMC)05/27/2026 (AMC)-7.83%15.93%$95.48B12.5000
ASE Technology Holding Co., Ltd.ASX
04/29/2026 (BMO)04/29/2026 (BMO)10.01%4.42%43.99%-1.72%$69.44B12.5000
BE Semiconductor Industries N.V.BESI.AS
04/23/2026 (BMO)04/23/2026 (BMO)-1.35%8.71%24.25%1.14%$23.62B12.5000
Amkor Technology, Inc.AMKR
04/27/2026 (AMC)04/27/2026 (AMC)6.95%-8.63%34.63%-8.16%$16.37B12.5000
FormFactor, Inc.FORM
04/29/2026 (AMC)04/29/2026 (AMC)26.16%1.30%50.11%-13.78%$9.15B12.5000
Siltronic AGWAF.XETRA
04/29/2026 (BMO)04/29/2026 (BMO)11.46%13.88%22.69%5.43%$3.08B12.5000
Photronics, Inc.PLAB
02/25/2026 (BMO)05/28/2026 (BMO)1.76%18.39%$2.80B12.5000
Average6.47%2.90%27.93%-2.19%$39.43B12.5000
Median5.79%2.86%23.47%-0.29%$20.00B12.5000
Std Dev9.46%7.29%12.65%6.79%$38.00B0.0%
Min-7.83%-8.63%13.47%-13.78%$2.80B12.5000
Max26.16%13.88%50.11%5.43%$95.53B12.5000
% Positive Tickers75.00%66.67%100.00%50.00%

* 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%.

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