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AI '25: Google TPU Complex
24 tickers · $11.28T total market cap
Group: AI
Google's deep vertical integration, leveraging highly efficient TPUs and advanced AI models like Gemini 3, positions it to significantly disrupt the AI accelerator market. Its strategic move towards broader TPU distribution is expected to drive demand for its specialized silicon and benefit a shared, constrained supply chain, making the bull case more compelling.
AI '25: Google TPU Complex tracks 24 publicly listed stocks in this theme. Sample tickers: 000660.KO, 002281.SHE, 007660.KQ, 2368.TW, 2454.TW, 300456.SHE, 300502.SHE, 3037.TW, 3715.TW, 6191.TW, AMKR, APH, and 12 more. Use the table below for the full list.
Thesis update: 2026-03-03
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 |
|---|---|---|---|---|---|---|---|---|
Alphabet Inc.GOOG | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -3.07% | 9.91% | 7.49% | 0.78% | $4.75T | 4.1667 |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 04/15/2026 (BMO) | 04/15/2026 (BMO) | 4.67% | -4.35% | 10.95% | 8.05% | $2.05T | 4.1667 |
Broadcom Inc.AVGO | 03/04/2026 (AMC) | 06/04/2026 (AMC) | 4.08% | — | 23.53% | — | $1.99T | 4.1667 |
SK hynix Inc.000660.KO | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 2.38% | 0.08% | 42.04% | 42.45% | $884.07B | 4.1667 |
Micron Technology, Inc.MU | 03/18/2026 (AMC) | — | -8.41% | — | 57.28% | — | $768.59B | 4.1667 |
MediaTek Inc.2454.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -1.70% | -0.82% | 45.94% | 21.26% | $172.03B | 4.1667 |
Amphenol CorporationAPH | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -10.03% | 2.47% | -3.92% | -19.06% | $149.74B | 4.1667 |
Eoptolink Technology Inc., Ltd.300502.SHE | 04/24/2026 (AMC) | 04/24/2026 (AMC) | -15.46% | -11.79% | 62.48% | 7.14% | $87.72B | 4.1667 |
ASE Technology Holding Co., Ltd.ASX | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 10.01% | 4.42% | 43.99% | -1.72% | $69.44B | 4.1667 |
Lumentum Holdings Inc.LITE | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 15.93% | -3.27% | 93.53% | -5.74% | $68.85B | 4.1667 |
Coherent, Inc.COHR | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -8.70% | -4.93% | 60.45% | 10.79% | $57.54B | 4.1667 |
Unimicron Technology Corp.3037.TW | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 8.64% | 4.43% | 73.16% | -1.16% | $40.73B | 4.1667 |
Celestica Inc.CLS | 04/27/2026 (AMC) | 04/27/2026 (AMC) | -18.61% | -11.86% | 50.26% | -6.20% | $39.40B | 4.1667 |
MACOM Technology Solutions Holdings, Inc.MTSI | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 3.54% | 16.16% | 46.04% | -0.25% | $27.18B | 4.1667 |
Accelink Technologies Co,Ltd.002281.SHE | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 0.00% | 8.05% | 104.58% | 76.06% | $23.69B | 4.1667 |
Gold Circuit Electronics Ltd.2368.TW | 05/12/2026 (BMO) | 05/12/2026 (BMO) | 18.38% | -4.18% | 57.88% | -4.81% | $20.03B | 4.1667 |
SiTime CorporationSITM | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 20.33% | 33.63% | 48.88% | -13.00% | $19.15B | 4.1667 |
TTM Technologies, Inc.TTMI | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 2.45% | 14.99% | 39.48% | 2.02% | $16.50B | 4.1667 |
Amkor Technology, Inc.AMKR | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 6.95% | -8.63% | 34.63% | -8.16% | $16.37B | 4.1667 |
ISU Petasys Co., Ltd.007660.KQ | 05/15/2026 | 05/15/2026 | -6.30% | -3.40% | 8.94% | -5.55% | $6.76B | 4.1667 |
Huber+Suhner AGHUBN.SW | 03/10/2026 (AMC) | — | -1.07% | — | 47.35% | — | $6.53B | 4.1667 |
Sai MicroElectronics Inc.300456.SHE | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 7.83% | -17.39% | 25.60% | 9.10% | $5.45B | 4.1667 |
Dynamic Holding Co., Ltd.3715.TW | 05/04/2026 (BMO) | 05/04/2026 (BMO) | 1.70% | 12.93% | 14.44% | -15.76% | $1.53B | 4.1667 |
Global Brands Manufacture Ltd.6191.TW | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 0.16% | -4.51% | -0.31% | -9.46% | $1.43B | 4.1667 |
| Average | 1.40% | 1.52% | 41.45% | 4.13% | $470.12B | 4.1667 | ||
| Median | 2.04% | -0.82% | 44.97% | -1.16% | $40.06B | 4.1667 | ||
| Std Dev | 9.56% | 11.35% | 27.03% | 20.78% | $1.06T | 0.0% | ||
| Min | -18.61% | -17.39% | -3.92% | -19.06% | $1.43B | 4.1667 | ||
| Max | 20.33% | 33.63% | 104.58% | 76.06% | $4.75T | 4.1667 | ||
| % Positive Tickers | 58.33% | 47.62% | 91.67% | 42.86% |
* 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%.