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AI '26: Integrated Device Manufacturers
7 tickers · $2.66T total market cap
Group: AI
AI '26: Integrated Device Manufacturers tracks 7 publicly listed stocks in this theme: 000660.KO, IFX.XETRA, INTC, MU, ON, RNECY, TXN. See the constituent table for details.
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 |
|---|---|---|---|---|---|---|---|---|
SK hynix Inc.000660.KO | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 2.38% | 0.08% | 42.04% | 42.45% | $884.07B | 14.2857 |
Micron Technology, Inc.MU | 03/18/2026 (AMC) | — | -8.41% | — | 57.28% | — | $768.59B | 14.2857 |
Intel CorporationINTC | 04/23/2026 (AMC) | 04/23/2026 (AMC) | -16.92% | 26.46% | 48.17% | 34.24% | $543.66B | 14.2857 |
Texas Instruments IncorporatedTXN | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 11.36% | 21.05% | 8.62% | 7.11% | $273.57B | 14.2857 |
Infineon Technologies AGIFX.XETRA | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 0.47% | -1.19% | 45.06% | 7.80% | $100.67B | 14.2857 |
ON Semiconductor CorporationON | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 9.34% | -0.35% | 43.35% | 3.26% | $42.89B | 14.2857 |
Renesas Electronics CorporationRNECY | 04/24/2026 (AMC) | 04/24/2026 (AMC) | 11.90% | -4.67% | -1.71% | 12.76% | $42.20B | 14.2857 |
| Average | 1.44% | 6.90% | 34.69% | 17.94% | $379.38B | 14.2857 | ||
| Median | 2.38% | -0.13% | 43.35% | 10.28% | $273.57B | 14.2857 | ||
| Std Dev | 10.04% | 12.12% | 20.47% | 14.88% | $327.10B | 0.0% | ||
| Min | -16.92% | -4.67% | -1.71% | 3.26% | $42.20B | 14.2857 | ||
| Max | 11.90% | 26.46% | 57.28% | 42.45% | $884.07B | 14.2857 | ||
| % Positive Tickers | 71.43% | 50.00% | 85.71% | 100.00% |
* 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%.