Theme
EU Chips Act '26: Semiconductor Manufacturing & Foundries☆
12 tickers$3.21T market cap
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

IFX.XETRA+44.30%14.0%

STM+82.42%13.0%

GFS+28.82%11.0%

TSM+44.31%10.0%

INTC+137.81%9.0%

ON+46.42%9.0%

XFAB.PA-23.27%8.0%

NXPI+12.52%7.0%

AMS.SW+49.87%6.0%

VSH+61.10%5.0%

TSEM+138.25%4.0%

TXN+76.26%4.0%
As of Oct 27, 2026, 2:24 AM ET