Theme

AI Bottleneck '26: Advanced Chip Packaging

13 tickers$1.36T market cap
10D rank#886of 963 themes#6of 8 in AI Bottleneck
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As of Jul 27, 2026, 7:41 AM ET

AI Bottleneck '26: Advanced Chip Packaging Constituents

Amkor Technology, Inc.AMKR
7.7%-0.80%-7.69%-18.98%64.15%35.52%247.85%206.26%$16.10B
Applied Materials, Inc.AMAT
7.7%-4.60%-9.87%-17.51%108.92%44.22%263.39%189.15%$425.76B
BE Semiconductor Industries N.V.BESI.AS
7.7%-1.26%-10.12%-19.39%64.32%15.50%142.90%87.60%$20.43B
China Communications Services Corp. Ltd. Class H0552.HK
7.7%-1.43%2.65%5.61%-8.31%-7.18%2.01%-9.73%$3.66B
Enplas Corporation6961.T
7.7%0.00%0.60%-6.25%30.81%-14.72%161.73%171.35%$724.5M
FormFactor, Inc.FORM
7.7%-3.94%-6.90%-26.39%94.16%9.53%276.98%217.70%$8.11B
Intel Corp.INTC
7.7%-8.69%-15.07%-27.94%148.04%100.67%316.40%342.15%$464.00B
KLA CorporationKLAC
7.7%-4.02%-8.87%-21.13%73.22%37.88%208.66%134.22%$275.00B
Kulicke and Soffa Industries, Inc.KLIC
7.7%-3.54%-7.05%-23.53%124.59%46.77%206.81%203.82%$5.30B
Onto Innovation Inc.ONTO
7.7%-4.20%-12.61%-20.58%76.76%29.25%122.47%180.61%$13.56B
PDF Solutions, Inc.PDFS
7.7%-2.62%-5.98%-23.77%78.69%50.92%167.75%114.29%$2.13B
Synopsys, Inc.SNPS
7.7%-1.21%-13.36%-18.82%-21.44%-10.87%-15.86%-38.66%$71.51B
Teradyne, Inc.TER
7.7%-7.49%-2.11%-19.09%78.63%8.04%313.49%283.54%$54.78B
Theme return-3.37%-7.41%154.94%154.94%29.79%200.22%155.85%
Average7.7%-3.37%-7.41%-18.29%70.20%26.58%185.74%160.18%$104.70B
Median7.7%-3.54%-7.69%-19.39%76.76%29.25%206.81%180.61%$16.10B
Std Dev0.0%2.48%5.06%8.54%45.97%30.41%101.42%101.34%$161.43B
Min7.7%-8.69%-15.07%-27.94%-21.44%-14.72%-15.86%-38.66%$724.5M
Max7.7%0.00%2.65%5.61%148.04%100.67%316.40%342.15%$464.00B
% Positive Tickers0.00%15.38%7.69%84.62%76.92%92.31%84.62%

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About this theme

AI Bottleneck '26: Advanced Chip Packaging tracks 13 publicly listed stocks in this theme. Sample tickers: 0552.HK, 6961.T, AMAT, AMKR, BESI.AS, FORM, INTC, KLAC, KLIC, ONTO, PDFS, SNPS, and 1 more. Use the table below for the full list.

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