1303.TW+494.72%3.8%
1815.TWO+97.08%3.8%
2467.TW+162.64%3.8%
2513.HK+589.81%3.8%
2802.T+14.16%3.8%
3167.TW+346.79%3.8%
3653.TW+120.88%3.8%
5333.T+99.57%3.8%
600183.SHG+227.78%3.8%
6213.TW+325.76%3.8%
6274.TWO+296.32%3.8%
6438.TW-21.70%3.8%
6548.TWO+99.35%3.8%
6805.TW+110.97%3.8%
6871.T+158.41%3.8%
6971.T+60.86%3.8%
8021.TW+342.78%3.8%
8039.TW+355.89%3.8%
ASM.AS+96.46%3.8%
KLAC+96.96%3.8%
MKSI+142.36%3.8%
NVDA+26.14%3.8%
PDFS+143.92%3.8%
PKE+67.60%3.8%
ROG+63.43%3.8%
VACN.SW+112.53%3.8%
As of Sep 10, 2026, 5:04 AM ET
AI Bottleneck '26: Midstream AI Materials Constituents
Ajinomoto Co., Inc.2802.T | 3.8% | 0.32% | -3.42% | -0.50% | -0.11% | 55.67% | 3.93% | 64.35% | 14.16% | 72.51% | 109.49% | $31.54B |
ASM International N.V.ASM.AS | 3.8% | -0.36% | 1.92% | -1.80% | 6.93% | 60.20% | 15.56% | 116.56% | 96.46% | 63.81% | 139.36% | $47.76B |
C Sun Mfg Ltd.2467.TW | 3.8% | -4.75% | -3.84% | 8.02% | -6.60% | 130.48% | 79.86% | 310.66% | 162.64% | 175.45% | 1138.39% | $2.82B |
Chang Wah Technology Co., Ltd.6548.TWO | 3.8% | 1.56% | -1.52% | -3.15% | -1.20% | 59.40% | 43.36% | 115.44% | 99.35% | 90.32% | 68.40% | $2.10B |
Fositek Corp.6805.TW | 3.8% | 6.50% | -1.20% | 33.72% | 0.76% | 40.35% | 33.37% | 317.05% | 110.97% | 213.88% | 1008.89% | $4.99B |
Fulltech Fiber Glass Corp.1815.TWO | 3.8% | 0.00% | 8.60% | 54.94% | 4.98% | 42.11% | 21.41% | 363.11% | 97.08% | 479.82% | 595.37% | $2.34B |
ITEQ Corporation6213.TW | 3.8% | 2.55% | -9.28% | 25.10% | -4.61% | 357.90% | 267.29% | 734.55% | 325.76% | 618.45% | 274.96% | $6.03B |
Jentech Precision Industrial Co., Ltd3653.TW | 3.8% | 3.78% | 0.52% | 42.44% | -1.81% | 117.64% | 83.46% | 486.10% | 120.88% | 379.28% | 1652.96% | $26.79B |
KLA CorporationKLAC | 3.8% | -3.21% | 4.20% | -5.10% | 7.03% | 50.92% | 20.13% | 168.92% | 96.96% | 161.25% | 451.53% | $238.93B |
Kyocera Corporation6971.T | 3.8% | 0.26% | -3.06% | -8.06% | -2.12% | 57.49% | 25.18% | 91.29% | 60.86% | 83.67% | 32.13% | $28.74B |
Micronics Japan Co., Ltd.6871.T | 3.8% | 3.66% | 1.11% | -5.22% | 8.23% | 83.82% | 6.22% | 264.09% | 158.41% | 220.67% | 496.48% | $3.22B |
MKS Inc.MKSI | 3.8% | 0.96% | 4.81% | -8.31% | 8.77% | 67.74% | 9.65% | 231.31% | 142.36% | 156.09% | 86.57% | $18.11B |
Nan Ya Plastics Corporation1303.TW | 3.8% | 0.64% | 8.28% | 30.72% | 1.17% | 290.39% | 156.01% | 693.22% | 494.72% | 511.83% | 174.00% | $59.46B |
NGK Insulators, Ltd.5333.T | 3.8% | 2.25% | 0.30% | -6.83% | 0.50% | 55.72% | 13.76% | 164.62% | 99.57% | 156.99% | 91.15% | $9.40B |
NVIDIA CorporationNVDA | 3.8% | -0.91% | 2.81% | 2.81% | 2.87% | 19.93% | 26.23% | 102.56% | 26.14% | 109.88% | 909.16% | $5.41T |
Park Aerospace Corp.PKE | 3.8% | -2.33% | -2.90% | -14.55% | -0.66% | 48.39% | 19.15% | 140.88% | 67.60% | 150.27% | 187.90% | $684.7M |
PDF Solutions, Inc.PDFS | 3.8% | -1.44% | 5.22% | -1.01% | 12.83% | 65.26% | 39.58% | 147.64% | 143.92% | 68.09% | 107.71% | $1.97B |
Rogers CorporationROG | 3.8% | 0.14% | 3.31% | 0.99% | 5.44% | 41.62% | 20.26% | 86.62% | 63.43% | 32.21% | -33.08% | $2.32B |
Shengyi Technology Co.,Ltd.600183.SHG | 3.8% | 1.29% | 1.93% | 7.50% | 2.73% | 116.18% | 119.09% | 478.77% | 227.78% | 818.81% | 542.81% | $53.66B |
Symtek Automation Asia Co., Ltd.6438.TW | 3.8% | -0.33% | 1.62% | 5.74% | -2.26% | 9.85% | -0.30% | -11.30% | -21.70% | 35.96% | 60.07% | $396.1M |
Taiflex Scientific Co., Ltd.8039.TW | 3.8% | -1.70% | -14.92% | 30.99% | -8.96% | 237.66% | 196.58% | 620.09% | 355.89% | 373.83% | 578.87% | $2.42B |
Taiwan Union Technology Corporation6274.TWO | 3.8% | 0.00% | -8.87% | -5.80% | -6.95% | 170.56% | 145.24% | 790.88% | 296.32% | 672.37% | 1119.28% | $12.31B |
Taliang Technology Co., Ltd.3167.TW | 3.8% | -4.05% | 16.04% | 40.51% | 12.86% | 266.54% | 201.13% | 1065.86% | 346.79% | 1038.17% | 1199.42% | $2.55B |
Topoint Technology Co., Ltd.8021.TW | 3.8% | -1.67% | -1.60% | 4.14% | -1.36% | 131.43% | 71.77% | 1504.21% | 342.78% | 1142.53% | 971.47% | $2.03B |
VAT Group AGVACN.SW | 3.8% | -2.00% | 2.45% | -1.25% | 6.06% | 56.76% | 7.79% | 117.45% | 112.53% | 68.56% | 90.56% | $22.84B |
Z.AI Co. Ltd.2513.HK | 3.8% | -0.27% | -16.19% | -27.04% | -22.52% | 589.27% | 58.50% | 589.27% | 589.81% | 590.35% | 588.73% | $51.93B |
| Theme return | — | 0.03% | -0.14% | 7.54% | 0.62% | 134.99% | 71.66% | 377.34% | 198.59% | 349.30% | 572.92% | — |
| Average | 3.8% | 0.03% | -0.14% | 7.65% | 0.85% | 123.97% | 64.78% | 375.16% | 178.13% | 326.35% | 486.25% | $232.57B |
| Median | 3.8% | 0.00% | 0.82% | 0.25% | 0.63% | 62.73% | 29.80% | 247.70% | 116.71% | 168.35% | 363.25% | $7.71B |
| Std Dev | 0.0% | 2.44% | 6.80% | 19.63% | 7.28% | 127.80% | 71.02% | 350.98% | 148.26% | 310.98% | 454.05% | $1.04T |
| Min | 3.8% | -4.75% | -16.19% | -27.04% | -22.52% | 9.85% | -0.30% | -11.30% | -21.70% | 32.21% | -33.08% | $396.1M |
| Max | 3.8% | 6.50% | 16.04% | 54.94% | 12.86% | 589.27% | 267.29% | 1504.21% | 589.81% | 1142.53% | 1652.96% | $5.41T |
| % Positive Tickers | 46.15% | 57.69% | 50.00% | 53.85% | 100.00% | 96.15% | 96.15% | 96.15% | 100.00% | 96.15% |
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About this theme
AI Bottleneck '26: Midstream AI Materials tracks 26 publicly listed stocks in this theme. Sample tickers: 1303.TW, 1815.TWO, 2467.TW, 2513.HK, 2802.T, 3167.TW, 3653.TW, 5333.T, 600183.SHG, 6213.TW, 6274.TWO, 6438.TW, and 14 more. Use the table below for the full list.