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AI '26: Downstream AI Materials
23 tickers · $495.35B total market cap
Group: AI
AI '26: Downstream AI Materials tracks 23 publicly listed stocks in this theme. Sample tickers: 002916.SHE, 007660.KO, 009150.KO, 2313.TW, 2316.TW, 2367.TW, 2368.TW, 2383.TW, 300476.SHE, 301377.SHE, 3037.TW, 4062.T, and 11 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 |
|---|---|---|---|---|---|---|---|---|
ASE Technology Holding Co., Ltd.ASX | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 10.01% | 4.42% | 43.99% | -1.72% | $69.44B | 4.3478 |
Samsung Electro-Mechanics Co., Ltd.009150.KO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 0.00% | 0.60% | 205.88% | 18.63% | $52.46B | 4.3478 |
Elite Material Co., Ltd.2383.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 10.06% | 3.23% | 65.71% | 0.10% | $51.63B | 4.3478 |
Victory Giant Technology (HuiZhou)Co.,Ltd.300476.SHE | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -1.21% | 4.90% | 15.34% | 1.55% | $44.44B | 4.3478 |
Unimicron Technology Corp.3037.TW | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 8.64% | 4.43% | 73.16% | -1.16% | $40.73B | 4.3478 |
Celestica Inc.CLS | 04/27/2026 (AMC) | 04/27/2026 (AMC) | -18.61% | -11.86% | 50.26% | -6.20% | $39.40B | 4.3478 |
Shennan Circuit Company Limited002916.SHE | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -4.01% | -0.12% | 21.65% | 10.87% | $33.66B | 4.3478 |
Ibiden Co.,Ltd.4062.T | 05/11/2026 | 05/11/2026 | -15.21% | 5.00% | 120.03% | -7.43% | $27.51B | 4.3478 |
Gold Circuit Electronics Ltd.2368.TW | 05/12/2026 (BMO) | 05/12/2026 (BMO) | 18.38% | -4.18% | 57.88% | -4.81% | $20.03B | 4.3478 |
TTM Technologies, Inc.TTMI | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 2.45% | 14.99% | 39.48% | 2.02% | $16.50B | 4.3478 |
Amkor Technology, Inc.AMKR | 04/27/2026 (AMC) | 04/27/2026 (AMC) | 6.95% | -8.63% | 34.63% | -8.16% | $16.37B | 4.3478 |
Nan Ya Printed Circuit Board Corporation8046.TW | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 11.03% | -8.58% | 69.56% | -7.14% | $16.20B | 4.3478 |
Guangdong Dtech Technology Co. Ltd. A301377.SHE | — | — | — | — | — | — | $15.30B | 4.3478 |
Zhen Ding Technology Holding Limited4958.TW | 05/12/2026 (AMC) | 05/12/2026 (AMC) | 9.21% | 6.73% | 120.76% | -7.68% | $13.18B | 4.3478 |
Sanmina CorporationSANM | 04/27/2026 (AMC) | 04/27/2026 (AMC) | -16.37% | 12.13% | 23.21% | 4.29% | $12.07B | 4.3478 |
Compeq Manufacturing Co., Ltd.2313.TW | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -4.40% | 2.04% | 24.73% | 0.35% | $9.79B | 4.3478 |
ISU Petasys Co., Ltd.007660.KO | 05/15/2026 (AMC) | 05/15/2026 (AMC) | -6.30% | -3.40% | 8.94% | 2.73% | $6.76B | 4.3478 |
AT & S Austria Technologie & Systemtechnik AGATS.VI | 02/03/2026 (AMC) | 05/21/2026 (AMC) | 6.09% | — | 102.63% | — | $4.75B | 4.3478 |
Unitech Printed Circuit Board Corp.2367.TW | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 15.69% | 3.05% | -18.27% | 3.94% | $1.44B | 4.3478 |
Global Brands Manufacture Ltd.6191.TW | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 0.16% | -4.51% | -0.31% | -9.46% | $1.43B | 4.3478 |
Glotech Industrial Corp.5475.TWO | 03/31/2025 | — | 0.73% | — | 2340.65% | — | $1.20B | 4.3478 |
WUS Printed Circuit Co., Ltd.2316.TW | 06/18/2025 (AMC) | 06/18/2025 (AMC) | 4.62% | 12.20% | 29.07% | 168.51% | $727.6M | 4.3478 |
Top Bright Holding Co., Ltd.8499.TW | 03/12/2026 (BMO) | 05/19/2026 (BMO) | — | — | -3.41% | — | $361.5M | 4.3478 |
| Average | 1.81% | 1.71% | 155.71% | 8.38% | $21.54B | 4.3478 | ||
| Median | 2.45% | 3.05% | 41.74% | 0.10% | $16.20B | 4.3478 | ||
| Std Dev | 9.84% | 7.11% | 479.36% | 38.36% | $19.31B | 0.0% | ||
| Min | -18.61% | -11.86% | -18.27% | -9.46% | $361.5M | 4.3478 | ||
| Max | 18.38% | 14.99% | 2340.65% | 168.51% | $69.44B | 4.3478 | ||
| % Positive Tickers | 61.90% | 63.16% | 86.36% | 52.63% |
* 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%.