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AI '25: Wafer Processing
13 tickers · $1.65T total market cap
Group: AI
AI '25: Wafer Processing tracks 13 publicly listed stocks in this theme. Sample tickers: 6871.T, ACMR, AMAT, ASM.AS, ASML, CAMT, CC, KLAC, LRCX, MKSI, ONTO, TEL, and 1 more. Use the table below for the full list.
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 |
|---|---|---|---|---|---|---|---|---|
ASML Holding N.V.ASML | 04/15/2026 (BMO) | 04/15/2026 (BMO) | 0.04% | -7.08% | 4.34% | 3.45% | $567.49B | 7.6923 |
Lam Research CorporationLRCX | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -2.55% | 0.07% | 13.75% | 5.73% | $347.61B | 7.6923 |
Applied Materials, Inc.AMAT | 05/14/2026 (AMC) | 05/14/2026 (AMC) | 8.08% | 0.00% | 24.13% | -6.80% | $328.21B | 7.6923 |
KLA CorporationKLAC | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -15.24% | -3.24% | 27.19% | -0.56% | $229.44B | 7.6923 |
TE Connectivity Ltd.TEL | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -0.82% | -10.47% | 5.11% | -9.90% | $58.53B | 7.6923 |
ASM International N.V.ASM.AS | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 5.18% | 6.27% | 10.17% | -0.76% | $48.13B | 7.6923 |
VAT Group AGVACN.SW | 03/03/2026 (BMO) | — | 0.05% | — | 8.21% | — | $22.42B | 7.6923 |
MKS Inc.MKSI | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -5.27% | 4.57% | 18.06% | -2.24% | $19.91B | 7.6923 |
Onto Innovation Inc.ONTO | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -3.96% | -1.84% | 40.94% | -15.56% | $12.66B | 7.6923 |
Camtek Ltd.CAMT | 05/12/2026 (BMO) | 05/12/2026 (BMO) | -2.43% | -18.60% | 35.43% | -10.40% | $7.14B | 7.6923 |
ACM Research, Inc.ACMR | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -18.68% | 8.07% | -0.54% | 11.03% | $4.16B | 7.6923 |
Micronics Japan Co., Ltd.6871.T | 05/13/2026 | 05/13/2026 | -1.52% | 13.18% | 32.33% | -14.24% | $3.83B | 7.6923 |
The Chemours CompanyCC | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -16.51% | -13.04% | 63.97% | -8.11% | $3.44B | 7.6923 |
| Average | -4.13% | -1.84% | 21.78% | -4.03% | $127.15B | 7.6923 | ||
| Median | -2.43% | -0.92% | 18.06% | -4.52% | $22.42B | 7.6923 | ||
| Std Dev | 7.76% | 8.89% | 17.45% | 7.86% | $175.40B | 0.0% | ||
| Min | -18.68% | -18.60% | -0.54% | -15.56% | $3.44B | 7.6923 | ||
| Max | 8.08% | 13.18% | 63.97% | 11.03% | $567.49B | 7.6923 | ||
| % Positive Tickers | 30.77% | 50.00% | 92.31% | 25.00% |
* 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%.