0981.HK+86.16%10.0%
1347.HK+494.46%10.0%
5347.TWO+71.56%10.0%
6770.TW+314.46%10.0%
GFS+69.08%10.0%
SKYT+225.76%10.0%
TSEM+405.20%10.0%
TSM+90.18%10.0%
UMC+228.84%10.0%
XFAB.PA+16.15%10.0%
As of Jul 10, 2026, 7:14 AM ET
AI '26: Pure Play Foundries Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Taiwan Semiconductor Manufacturing Company LimitedTSM | 10.0% | 0.50% | 0.00% | -3.99% | -1.64% | 43.79% | 16.65% | 156.45% | 90.18% | $2.27T |
Semiconductor Manufacturing International Corporation0981.HK | 10.0% | -4.67% | 10.22% | -1.40% | -6.47% | 16.28% | 22.68% | 85.60% | 86.16% | $107.87B |
United Microelectronics CorporationUMC | 10.0% | -0.08% | 0.53% | -7.38% | -3.31% | 216.28% | 138.12% | 293.34% | 228.84% | $62.01B |
Hua Hong Semiconductor Limited1347.HK | 10.0% | -8.08% | 8.44% | -1.10% | -6.15% | 170.43% | 108.25% | 537.16% | 494.46% | $44.74B |
GLOBALFOUNDRIES Inc.GFS | 10.0% | -0.16% | 2.56% | -13.94% | -9.74% | 99.63% | 46.60% | 87.49% | 69.08% | $38.25B |
Tower Semiconductor Ltd.TSEM | 10.0% | -1.75% | 4.56% | -11.35% | -7.69% | 92.97% | 81.45% | 506.80% | 405.20% | $25.32B |
Vanguard International Semiconductor Corporation5347.TWO | 10.0% | 0.00% | -1.98% | -17.82% | -14.23% | 83.13% | 26.34% | 84.28% | 71.56% | $10.11B |
Powerchip Semiconductor Manufacturing Corp.6770.TW | 10.0% | 0.00% | -0.14% | -10.75% | -5.22% | 75.26% | -9.63% | 363.48% | 314.46% | $9.44B |
SkyWater Technology, Inc.SKYT | 10.0% | 2.08% | 0.15% | -6.21% | -4.11% | 83.87% | 13.34% | 366.99% | 225.76% | $1.64B |
X-FAB Silicon Foundries SEXFAB.PA | 10.0% | -2.38% | 6.03% | 0.20% | 5.62% | 50.23% | 65.12% | 122.95% | 16.15% | $1.19B |
| Theme return | — | -1.45% | 3.04% | -7.37% | -6.43% | 100.11% | 52.21% | 280.39% | 201.71% | — |
| Average | 10.0% | -1.45% | 3.04% | -7.37% | -5.29% | 93.19% | 50.89% | 260.45% | 200.19% | $256.69B |
| Median | 10.0% | -0.12% | 1.55% | -6.79% | -5.68% | 83.50% | 36.47% | 224.90% | 157.97% | $31.79B |
| Std Dev | 0.0% | 2.82% | 3.89% | 5.70% | 4.95% | 56.45% | 44.38% | 167.79% | 153.58% | $670.59B |
| Min | 10.0% | -8.08% | -1.98% | -17.82% | -14.23% | 16.28% | -9.63% | 84.28% | 16.15% | $1.19B |
| Max | 10.0% | 2.08% | 10.22% | 0.20% | 5.62% | 216.28% | 138.12% | 537.16% | 494.46% | $2.27T |
| % Positive Tickers | 20.00% | 70.00% | 10.00% | 10.00% | 100.00% | 90.00% | 100.00% | 100.00% |
About this theme
AI '26: Pure Play Foundries tracks 10 publicly listed stocks in this theme: 0981.HK, 1347.HK, 5347.TWO, 6770.TW, GFS, SKYT, TSEM, TSM, UMC, XFAB.PA. See the constituent table for details.