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AI '26: Taiwanese Semis
11 tickers · $2.35T total market cap
Group: AI
AI '26: Taiwanese Semis tracks 11 publicly listed stocks in this theme: 2337.TW, 2344.TW, 2379.TW, 2454.TW, 3006.TW, 3491.TW, 5347.TW, 6488.TW, 8046.TW, ASX, TSM. 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 |
|---|---|---|---|---|---|---|---|---|
Taiwan Semiconductor Manufacturing Company LimitedTSM | 04/15/2026 (BMO) | 04/15/2026 (BMO) | 4.67% | -4.35% | 10.95% | 8.05% | $2.05T | 9.0909 |
MediaTek Inc.2454.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -1.70% | -0.82% | 45.94% | 21.26% | $172.03B | 9.0909 |
ASE Technology Holding Co., Ltd.ASX | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 10.01% | 4.42% | 43.99% | -1.72% | $69.44B | 9.0909 |
Winbond Electronics Corporation2344.TW | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 2.58% | 13.73% | -7.23% | 8.29% | $18.62B | 9.0909 |
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 | 9.0909 |
Macronix International Co., Ltd.2337.TW | 04/27/2026 (BMO) | 04/27/2026 (BMO) | -5.56% | 20.83% | 43.72% | -10.00% | $9.78B | 9.0909 |
Realtek Semiconductor Corp.2379.TW | 05/01/2026 (BMO) | 05/01/2026 (BMO) | -8.48% | 0.00% | 10.37% | 3.68% | $9.15B | 9.0909 |
Elite Semiconductor Microelectronics Tech Inc3006.TW | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -0.31% | -3.14% | 7.29% | 39.23% | $2.27B | 9.0909 |
UNIVERSAL MICROWAVE TECHNOLOGY INC3491.TW | — | — | — | — | — | — | — | 9.0909 |
Vanguard International Semiconductor Corp5347.TW | 02/03/2026 | — | — | — | — | — | — | 9.0909 |
GlobalWafers Co Ltd6488.TW | — | — | — | — | — | — | — | 9.0909 |
| Average | 1.53% | 2.76% | 28.07% | 7.71% | $293.89B | 9.0909 | ||
| Median | 1.13% | -0.41% | 27.34% | 5.87% | $17.41B | 9.0909 | ||
| Std Dev | 6.49% | 9.25% | 24.56% | 15.07% | $667.23B | 0.0% | ||
| Min | -8.48% | -8.58% | -7.23% | -10.00% | $2.27B | 9.0909 | ||
| Max | 11.03% | 20.83% | 69.56% | 39.23% | $2.05T | 9.0909 | ||
| % Positive Tickers | 50.00% | 37.50% | 87.50% | 62.50% |
* 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%.