Theme

AI '26: Taiwanese Semis

11 tickers$2.66T market cap
10D rank#294of 943 themes#21of 58 in AI
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As of Jul 10, 2026, 7:14 AM ET

AI '26: Taiwanese Semis Constituents

CompanyWgtPremarket %1D %10D %MTD %YTD %IranWar %LibDay %1Yr %Mkt Cap
Taiwan Semiconductor Manufacturing Company LimitedTSM
9.1%0.50%0.00%-3.99%-1.64%43.79%16.65%156.45%90.18%$2.27T
MediaTek Inc.2454.TW
9.1%0.00%-1.75%-0.58%-10.32%171.39%96.74%182.61%154.94%$194.83B
ASE Technology Holding Co., Ltd.ASX
9.1%-1.14%8.31%2.66%1.62%168.63%78.06%378.96%317.47%$94.89B
Winbond Electronics Corporation2344.TW
9.1%4.75%4.75%-13.88%-7.99%108.32%40.47%875.21%767.58%$24.70B
Nan Ya Printed Circuit Board Corporation8046.TW
9.1%0.00%9.95%11.43%2.42%391.51%113.43%1095.59%689.19%$24.42B
GlobalWafers Co., Ltd.6488.TWO
9.1%0.00%9.76%46.13%21.00%224.17%189.26%333.12%307.76%$20.07B
Realtek Semiconductor Corp.2379.TW
9.1%0.00%2.82%6.25%0.36%67.47%70.08%71.87%38.95%$13.40B
Vanguard International Semiconductor Corporation5347.TWO
9.1%0.00%-1.98%-17.82%-14.23%83.13%26.34%84.28%71.56%$10.11B
Macronix International Co., Ltd.2337.TW
9.1%0.00%3.61%-10.33%-0.96%254.63%27.18%581.69%524.37%$8.61B
Universal Microwave Technology, Inc.3491.TWO
9.1%0.00%0.00%-3.98%-0.17%82.35%-22.62%221.99%243.38%$2.72B
Elite Semiconductor Microelectronics Tech Inc3006.TW
9.1%0.00%9.98%5.52%10.72%95.81%47.64%308.80%331.90%$2.09B
Theme return0.37%4.13%1.95%-0.01%170.78%64.89%391.55%325.82%
Average9.1%0.37%4.13%1.95%0.07%153.75%62.11%390.05%321.57%$242.01B
Median9.1%0.00%3.61%-0.58%-0.17%108.32%47.64%308.80%307.76%$20.07B
Std Dev0.0%1.43%4.53%16.36%9.25%98.74%54.56%316.29%234.58%$642.49B
Min9.1%-1.14%-1.98%-17.82%-14.23%43.79%-22.62%71.87%38.95%$2.09B
Max9.1%4.75%9.98%46.13%21.00%391.51%189.26%1095.59%767.58%$2.27T
% Positive Tickers18.18%63.64%45.45%45.45%100.00%90.91%100.00%100.00%

About this theme

AI '26: Taiwanese Semis tracks 11 publicly listed stocks in this theme: 2337.TW, 2344.TW, 2379.TW, 2454.TW, 3006.TW, 3491.TWO, 5347.TWO, 6488.TWO, 8046.TW, ASX, TSM. See the constituent table for details.

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