Theme

AI '25: Semis & Memory

12 tickers$4.50T market cap
10D rank#859of 943 themes#44of 58 in AI
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As of Jul 10, 2026, 7:14 AM ET

AI '25: Semis & Memory Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
Taiwan Semiconductor Manufacturing Company Limited2330.TW
8.3%-2.03%-2.03%0.93%-4.51%64.65%18.02%164.89%99.65%$1.95T
Micron Technology, Inc.MU
8.3%-1.22%4.52%-13.42%-3.92%247.44%140.47%1021.44%706.32%$1.12T
SK hynix Inc.000660.KO
8.3%0.00%5.30%-16.82%-0.38%235.79%144.52%1004.60%636.03%$1.08T
Kioxia Holdings Corporation ADRKXIAY
8.3%150732.52%7.54%-9.03%-1.07%667.67%276.47%823.56%823.56%$278.26B
Tower Semiconductor Ltd.TSEM
8.3%-1.75%4.56%-11.35%-7.69%92.97%81.45%506.80%405.20%$25.32B
Rambus Inc.RMBS
8.3%-1.10%4.10%-7.89%-7.83%24.20%14.52%116.65%76.67%$12.34B
Silicon Motion Technology CorporationSIMO
8.3%0.07%3.50%-2.31%2.30%251.13%150.92%544.56%340.39%$10.88B
Skyworks Solutions, Inc.SWKS
8.3%-0.27%2.50%-11.46%-9.07%-5.46%0.62%-7.48%-22.84%$9.02B
Macronix International Co., Ltd.2337.TW
8.3%0.00%3.61%-10.33%-0.96%254.63%27.18%581.69%524.37%$8.61B
Ambarella, Inc.AMBA
8.3%-1.26%4.87%16.97%-11.27%10.64%29.90%52.52%16.19%$3.44B
Elite Semiconductor Microelectronics Tech Inc3006.TW
8.3%0.00%9.98%5.52%10.72%95.81%47.64%308.80%331.90%$2.09B
440110.KQ
8.3%
Theme return4.40%-5.38%1.24%172.02%95.07%470.19%350.89%
Average8.3%13702.27%4.40%-5.38%-3.06%176.32%84.70%465.28%357.95%$409.22B
Median8.3%-0.27%4.52%-9.03%-3.92%95.81%47.64%506.80%340.39%$12.34B
Std Dev0.0%43332.77%2.84%9.44%5.91%183.72%80.90%354.23%278.64%$636.68B
Min8.3%-2.03%-2.03%-16.82%-11.27%-5.46%0.62%-7.48%-22.84%$2.09B
Max8.3%150732.52%9.98%16.97%10.72%667.67%276.47%1021.44%823.56%$1.95T
% Positive Tickers18.18%90.91%27.27%18.18%90.91%100.00%90.91%90.91%

About this theme

AI '25: Semis & Memory tracks 12 publicly listed stocks in this theme: 000660.KO, 2330.TW, 2337.TW, 3006.TW, 440110.KQ, AMBA, KXIAY, MU, RMBS, SIMO, SWKS, TSEM. See the constituent table for details.

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