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AI '26: Advanced Chip Packaging
13 tickers · $1.32T total market cap
Group: AI
The Advanced Chip Packaging theme is poised for significant growth driven by the escalating demands of AI for high-performance, power-efficient, and densely integrated semiconductors, particularly HBM and chiplet architectures, necessitating complex testing and innovative bonding technologies.
AI '26: Advanced Chip Packaging tracks 13 publicly listed stocks in this theme. Sample tickers: 0552.HK, 6961.T, AMAT, AMKR, BESI.AS, FORM, INTC, KLAC, KLIC, ONTO, PDFS, SNPS, and 1 more. Use the table below for the full list.
Thesis update: 2026-03-04
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 |
|---|---|---|---|---|---|---|---|---|
Intel CorporationINTC | 04/23/2026 (AMC) | 04/23/2026 (AMC) | -16.92% | 26.46% | 48.17% | 34.24% | $543.66B | 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 |
Synopsys, Inc.SNPS | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -7.83% | — | 15.93% | — | $95.48B | 7.6923 |
Teradyne, Inc.TER | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 7.83% | -23.80% | 41.28% | 4.96% | $50.26B | 7.6923 |
BE Semiconductor Industries N.V.BESI.AS | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -1.35% | 8.71% | 24.25% | 1.14% | $23.62B | 7.6923 |
Amkor Technology, Inc.AMKR | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 6.95% | -8.63% | 34.63% | -8.16% | $16.37B | 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 |
FormFactor, Inc.FORM | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 26.16% | 1.30% | 50.11% | -13.78% | $9.15B | 7.6923 |
Kulicke and Soffa Industries, Inc.KLIC | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 27.39% | 7.40% | 32.23% | -0.54% | $5.20B | 7.6923 |
China Communications Services Corporation Limited0552.HK | 03/31/2026 (BMO) | — | -1.22% | — | 10.95% | — | $3.84B | 7.6923 |
PDF Solutions, Inc.PDFS | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 4.92% | 7.36% | 41.59% | -17.55% | $1.74B | 7.6923 |
Enplas Corporation6961.T | 04/30/2026 | 04/30/2026 | -1.54% | -18.33% | 88.85% | -1.49% | $789.6M | 7.6923 |
| Average | 2.56% | -0.42% | 36.94% | -2.19% | $101.57B | 7.6923 | ||
| Median | -1.22% | 0.00% | 34.63% | -1.49% | $16.37B | 7.6923 | ||
| Std Dev | 12.86% | 13.06% | 18.84% | 13.49% | $160.43B | 0.0% | ||
| Min | -16.92% | -23.80% | 10.95% | -17.55% | $789.6M | 7.6923 | ||
| Max | 27.39% | 26.46% | 88.85% | 34.24% | $543.66B | 7.6923 | ||
| % Positive Tickers | 46.15% | 54.55% | 100.00% | 27.27% |
* 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%.