INTC+328.91%15.0%
MU+634.88%12.0%
TSM+67.16%11.0%
GFS+44.32%9.0%
005930.KO+271.21%8.0%
TXN+42.16%8.0%
AMKR+107.14%7.0%
ENTG+80.27%6.0%
000660.KO+510.53%5.0%
6488.TWO+146.48%4.0%
AMAT+186.90%4.0%
COHR+193.25%3.0%
SKYT+229.88%3.0%
GLW+124.90%2.0%
XFAB.PA-1.46%2.0%
WOLF+184.76%1.0%
As of Sep 10, 2026, 5:04 AM ET
Fiscal Spend '26: U.S. Chip Manufacturing Constituents
Intel Corp.INTC | 15.0% | 1.69% | 18.74% | 8.94% | 19.41% | 187.91% | 132.93% | 383.35% | 328.91% | 457.11% | 116.00% | $535.87B |
Micron Technology, Inc.MU | 12.0% | 2.75% | 10.17% | 19.37% | 10.11% | 260.10% | 149.23% | 1062.30% | 634.88% | 1098.15% | 1345.55% | $1.16T |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 11.0% | -0.83% | 4.27% | 4.04% | 5.16% | 43.26% | 16.23% | 155.51% | 67.16% | 169.29% | 277.88% | $2.26T |
GLOBALFOUNDRIES Inc.GFS | 9.0% | 1.91% | 2.66% | -8.19% | 4.60% | 31.59% | -3.36% | 23.59% | 44.32% | 13.71% | -0.97% | $25.21B |
Samsung Electronics Co., Ltd.005930.KO | 8.0% | 0.00% | 4.86% | 17.17% | 3.26% | 124.77% | 24.48% | 358.33% | 271.21% | 301.50% | 198.21% | $1.24T |
Texas Instruments IncorporatedTXN | 8.0% | 1.03% | 1.14% | -6.72% | 3.26% | 50.78% | 23.33% | 48.06% | 42.16% | 32.98% | 54.76% | $238.90B |
Amkor Technology, Inc.AMKR | 7.0% | 1.24% | 7.25% | -2.87% | 12.50% | 30.07% | 7.38% | 175.63% | 107.14% | 82.34% | 92.95% | $12.76B |
Entegris, Inc.ENTG | 6.0% | 1.38% | 6.01% | -0.82% | 10.44% | 69.77% | 7.99% | 67.24% | 80.27% | 36.96% | 21.52% | $21.81B |
SK hynix Inc.000660.KO | 5.0% | 3.51% | 12.28% | 30.70% | 9.63% | 185.10% | 107.61% | 837.85% | 510.53% | 1084.13% | 1359.85% | $922.24B |
Applied Materials, Inc.AMAT | 4.0% | -0.83% | 1.56% | -10.20% | 6.11% | 82.44% | 25.93% | 217.33% | 186.90% | 164.69% | 257.10% | $372.25B |
GlobalWafers Co., Ltd.6488.TWO | 4.0% | 0.00% | -0.81% | 14.35% | -3.62% | 133.75% | 108.57% | 212.30% | 146.48% | 124.21% | 7.33% | $14.47B |
Coherent, Inc.COHR | 3.0% | 0.53% | 8.70% | -6.66% | 11.56% | 64.43% | 17.21% | 349.33% | 193.25% | 328.64% | 387.36% | $59.37B |
SkyWater Technology, Inc.SKYT | 3.0% | 0.00% | 0.00% | 0.00% | 0.00% | 78.74% | 10.18% | 353.99% | 229.88% | 273.53% | 1.88% | $1.60B |
Corning IncGLW | 2.0% | 1.54% | 13.12% | 6.82% | 15.77% | 92.46% | 12.06% | 262.10% | 124.90% | 313.64% | 382.73% | $145.11B |
X-FAB Silicon Foundries SEXFAB.PA | 2.0% | -1.34% | 2.20% | -9.65% | 7.45% | 20.17% | 32.07% | 78.33% | -1.46% | 34.97% | -30.02% | $954.3M |
Wolfspeed Inc.WOLF | 1.0% | -5.54% | 5.53% | -6.89% | 3.69% | 56.69% | 38.34% | 184.76% | 184.76% | 259.42% | -68.07% | $1.42B |
| Theme return | — | 1.02% | 7.36% | 2.13% | 8.60% | 124.63% | 62.80% | 320.03% | 228.63% | 319.99% | 328.21% | — |
| Average | 6.3% | 0.44% | 6.11% | 3.09% | 7.46% | 94.50% | 44.39% | 298.12% | 196.96% | 298.45% | 275.25% | $438.09B |
| Median | 5.5% | 0.78% | 5.20% | -0.41% | 6.78% | 74.26% | 23.91% | 214.82% | 165.62% | 214.36% | 104.48% | $102.24B |
| Std Dev | 3.9% | 2.00% | 5.21% | 11.78% | 5.69% | 65.35% | 48.11% | 273.27% | 167.20% | 324.64% | 429.95% | $625.95B |
| Min | 1.0% | -5.54% | -0.81% | -10.20% | -3.62% | 20.17% | -3.36% | 23.59% | -1.46% | 13.71% | -68.07% | $954.3M |
| Max | 15.0% | 3.51% | 18.74% | 30.70% | 19.41% | 260.10% | 149.23% | 1062.30% | 634.88% | 1098.15% | 1359.85% | $2.26T |
| % Positive Tickers | 56.25% | 87.50% | 43.75% | 87.50% | 100.00% | 93.75% | 100.00% | 93.75% | 100.00% | 81.25% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Fiscal Spend '26: U.S. Chip Manufacturing tracks 16 publicly listed stocks in this theme. Sample tickers: INTC, MU, TSM, GFS, 005930.KO, TXN, AMKR, ENTG, 000660.KO, 6488.TWO, AMAT, COHR, and 4 more. Use the table below for the full list.