Theme

AI '25: Semis & Memory

15 tickers$4.49T market cap
10D rank#165of 1,032 themes#3of 43 in AI
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As of Aug 24, 2026, 4:53 AM ET

AI '25: Semis & Memory Constituents

Ambarella, Inc.AMBA
7.2%1.77%-11.05%8.33%-14.27%4.08%22.19%43.47%47.84%-24.83%2.49%$3.23B
Elite Semiconductor Microelectronics Tech Inc3006.TW
7.2%2.40%-2.87%26.12%44.34%113.97%61.33%346.71%215.89%80.60%347.54%$2.29B
FADU Inc.440110.KQ
7.2%-13.35%-7.90%-11.47%-9.94%168.71%-3.71%414.41%357.84%74.44%390.97%$2.17B
Kioxia Holdings Corporation ADRKXIAY
7.2%0.00%14.13%0.03%17.99%393.23%141.89%493.40%513.48%513.48%493.40%$185.57B
Macronix International Co., Ltd.2337.TW
7.2%0.41%-6.35%0.07%23.46%205.65%9.62%487.54%350.37%226.30%493.48%$7.61B
Micron Technology, Inc.MU
7.2%-0.77%11.31%4.98%17.47%238.73%134.44%993.33%845.36%1281.18%722.38%$1.09T
Rambus Inc.RMBS
7.2%-0.99%-5.37%-4.97%0.23%-0.71%-8.45%73.20%95.58%283.36%23.68%$9.90B
Sandisk CorporationSNDK
7.2%-0.28%25.57%11.10%31.38%572.37%151.21%3248.19%4333.56%4333.56%3342.05%$236.36B
Silicon Motion Technology CorporationSIMO
7.2%3.49%15.34%-4.63%1.88%179.77%99.92%413.57%321.54%295.69%241.30%$8.67B
SK hynix Inc.000660.KO
7.2%2.31%21.40%-1.65%0.70%165.75%93.51%774.18%834.16%1260.74%589.24%$859.63B
Skyworks Solutions, Inc.SWKS
7.2%-1.18%-1.74%11.51%7.80%5.88%12.69%3.61%-38.03%-59.83%-13.13%$10.10B
Taiwan Semiconductor Manufacturing Company Limited2330.TW
7.2%1.47%1.92%3.88%0.66%65.89%18.91%166.89%156.06%299.99%102.65%$1.96T
Tower Semiconductor Ltd.TSEM
7.2%-0.53%-10.81%-4.62%1.33%89.57%78.26%496.12%437.27%686.82%306.71%$25.11B
CXMT Corp.688825.SHG
3.8%0.75%15.47%19.25%7.98%23.17%20.80%28.00%25.45%14.15%26.17%$38.86B
Cerebras Systems Inc.CBRS
2.8%-6.54%-16.46%-1.50%-1.30%6.02%6.02%6.02%6.02%6.02%6.02%$44.43B
Theme return-0.53%3.26%0.43%9.96%168.37%75.76%478.63%440.89%567.82%378.96%
Average6.7%-0.74%2.84%3.76%8.65%148.81%55.91%532.58%566.83%618.11%471.66%$299.21B
Median7.2%0.00%-1.74%0.07%1.88%113.97%22.19%413.57%321.54%283.36%306.71%$25.11B
Std Dev1.3%4.05%12.78%9.69%15.15%155.69%54.44%779.25%1041.29%1075.19%801.09%$549.79B
Min2.8%-13.35%-16.46%-11.47%-14.27%-0.71%-8.45%3.61%-38.03%-59.83%-13.13%$2.17B
Max7.2%3.49%25.57%26.12%44.34%572.37%151.21%3248.19%4333.56%4333.56%3342.05%$1.96T
% Positive Tickers46.67%46.67%60.00%80.00%93.33%86.67%100.00%93.33%86.67%93.33%

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About this theme

AI '25: Semis & Memory tracks 15 publicly listed stocks in this theme. Sample tickers: 000660.KO, 2330.TW, 2337.TW, 3006.TW, 440110.KQ, AMBA, KXIAY, MU, RMBS, SIMO, SNDK, SWKS, and 3 more. Use the table below for the full list.

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