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AI '26: Japan AI Supply Chain
7 tickers · $275.62B total market cap
Group: AI
AI '26: Japan AI Supply Chain tracks 7 publicly listed stocks in this theme: 4063.T, 5201.T, 5333.T, 5801.T, 6857.T, 6971.T, 7911.T. See the constituent table for details.
Constituents
Build 20260519T160156
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Advantest Corporation6857.T | 04/27/2026 (BMO) | 04/27/2026 (BMO) | -0.14% | 1.05% | 19.70% | -14.99% | $119.61B | 14.2857 |
Shin-Etsu Chemical Co., Ltd.4063.T | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -11.73% | 0.28% | 39.84% | 0.91% | $82.03B | 14.2857 |
Furukawa Electric Co., Ltd.5801.T | 05/12/2026 | 05/12/2026 | 24.78% | 31.76% | 127.34% | -13.56% | $24.31B | 14.2857 |
Kyocera Corporation6971.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 9.36% | 5.43% | 6.15% | 4.35% | $23.52B | 14.2857 |
NGK Insulators, Ltd.5333.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -1.63% | 13.19% | 32.41% | 5.59% | $10.16B | 14.2857 |
Toppan Inc.7911.T | 05/14/2026 | 05/14/2026 | -1.52% | -19.22% | 6.48% | -1.90% | $8.02B | 14.2857 |
AGC Inc.5201.T | 05/12/2026 | 05/12/2026 | 0.00% | 5.93% | -3.06% | 2.65% | $7.97B | 14.2857 |
| Average | 2.73% | 5.49% | 32.69% | -2.42% | $39.37B | 14.2857 | ||
| Median | -0.14% | 5.43% | 19.70% | 0.91% | $23.52B | 14.2857 | ||
| Std Dev | 10.64% | 14.18% | 41.14% | 7.83% | $40.63B | 0.0% | ||
| Min | -11.73% | -19.22% | -3.06% | -14.99% | $7.97B | 14.2857 | ||
| Max | 24.78% | 31.76% | 127.34% | 5.59% | $119.61B | 14.2857 | ||
| % Positive Tickers | 28.57% | 85.71% | 85.71% | 57.14% |
* 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%.