Theme
Chips '26: Pure Play Foundries☆
Thesis · Factor Profile · Watchlist
Sign in freeFree — see the thesis, factors, and track this theme.
- Read the full investment thesis for this theme
- See factor exposure vs market, sector, and narrative
- Save themes and track them on My watchlist

TSM+41.89%27.0%

UMC+150.53%13.0%

0981.HK-41.76%11.0%

GFS+25.68%11.0%

1347.HK-18.96%9.0%

TSEM+121.14%8.0%

5347.TWO+50.73%6.0%

6770.TW+120.23%5.0%

XFAB.PA-25.78%4.0%

000990.KO+75.01%3.0%

688249.SHG-17.81%3.0%
As of Oct 26, 2026, 7:05 AM ET