Theme

AI '25: Semis & Memory☆

15 tickers$4.58T market cap
10D rank10D#1,061of 1,239 themes/1,239#41of 43 in AI/43 AI
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As of Oct 9, 2026, 4:27 AM ET

AI '25: Semis & Memory Constituents

Ambarella, Inc.AMBA
7.2%-3.73%-8.43%-8.59%-10.54%-11.22%4.23%22.38%-25.38%10.64%-59.20%$2.76B
Elite Semiconductor Microelectronics Tech Inc3006.TW
7.2%-1.29%-2.83%-13.45%-4.63%123.40%68.44%366.40%205.41%282.51%121.47%$2.38B
FADU Inc.440110.KQ
7.2%0.00%-16.14%-3.83%-24.24%236.70%20.65%544.58%214.50%469.89%180.04%$3.09B
Kioxia Holdings Corporation ADRKXIAY
7.2%0.00%-2.63%-6.31%-3.46%424.06%157.01%530.48%744.85%——$58.94B
Macronix International Co., Ltd.2337.TW
7.2%-1.69%-0.77%-8.89%-3.78%190.31%4.11%458.05%306.27%351.03%228.84%$7.21B
Micron Technology, Inc.MU
7.2%-4.79%-1.72%0.79%-5.61%262.93%151.19%1071.43%438.79%914.81%1411.92%$1.17T
Rambus Inc.RMBS
7.2%-2.70%6.22%23.75%1.10%18.04%8.84%105.90%9.88%163.47%386.63%$11.76B
Sandisk CorporationSNDK
7.2%-4.90%-6.04%-8.77%-9.97%578.01%153.31%3276.25%1141.10%4370.72%4370.72%$238.34B
Silicon Motion Technology CorporationSIMO
7.2%-8.36%-5.82%-5.69%-4.85%183.59%102.65%420.58%180.79%354.85%331.40%$8.79B
SK hynix Inc.000660.KO
7.2%-2.44%-4.16%-3.71%-7.40%174.52%99.90%803.04%351.86%907.50%1638.82%$891.11B
Skyworks Solutions, Inc.SWKS
7.2%-3.21%-7.81%5.50%-2.90%27.35%35.53%24.61%9.66%-15.34%-45.66%$12.15B
Taiwan Semiconductor Manufacturing Company Limited2330.TW
7.2%-1.35%3.12%2.78%1.97%76.06%26.20%183.24%70.56%156.71%317.03%$2.08T
Tower Semiconductor Ltd.TSEM
7.2%-7.85%1.20%5.62%-5.20%94.81%83.19%512.61%208.37%411.97%683.12%$25.81B
CXMT Corp.688825.SHG
3.8%-7.79%-6.00%-11.14%-7.79%7.54%5.47%11.76%9.61%8.62%-0.90%$33.94B
Cerebras Systems Inc.CBRS
2.8%-4.07%-14.65%-14.41%-0.94%-9.23%-9.23%-9.23%-9.23%-9.23%-9.23%$39.89B
Theme return—-3.45%-3.93%-0.11%-6.30%182.37%85.04%508.56%248.51%480.74%611.30%—
Average6.7%-3.61%-4.43%-3.09%-5.88%158.46%60.77%554.81%257.14%598.44%682.50%$305.49B
Median7.2%-3.21%-4.16%-5.69%-4.85%123.40%35.53%420.58%205.41%316.77%272.94%$25.81B
Std Dev1.3%2.63%5.80%9.43%5.99%162.11%57.94%788.13%310.44%1086.31%1139.95%$585.27B
Min2.8%-8.36%-16.14%-14.41%-24.24%-11.22%-9.23%-9.23%-25.38%-15.34%-59.20%$2.38B
Max7.2%0.00%6.22%23.75%1.97%578.01%157.01%3276.25%1141.10%4370.72%4370.72%$2.08T
% Positive Tickers0.00%20.00%33.33%13.33%86.67%93.33%93.33%86.67%85.71%71.43%
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