INTC+342.15%15.0%
MU+719.50%12.0%
TSM+63.87%11.0%
GFS+35.07%9.0%
005930.KO+309.71%8.0%
TXN+51.73%8.0%
AMKR+206.26%7.0%
ENTG+46.19%6.0%
000660.KO+621.43%5.0%
6488.TWO+171.49%4.0%
AMAT+189.15%4.0%
COHR+182.25%3.0%
SKYT+208.76%3.0%
GLW+162.58%2.0%
XFAB.PA+8.56%2.0%
WOLF+140.29%1.0%
As of Jul 27, 2026, 7:41 AM ET
Fiscal Spend '26: U.S. Chip Manufacturing Constituents
Intel Corp.INTC | 15.0% | -8.69% | -15.07% | -27.94% | 148.04% | 100.67% | 316.40% | 342.15% | $464.00B |
Micron Technology, Inc.MU | 12.0% | -8.02% | -7.35% | -11.75% | 219.13% | 120.88% | 930.06% | 719.50% | $1.04T |
Taiwan Semiconductor Manufacturing Company LimitedTSM | 11.0% | -3.15% | -4.26% | -9.40% | 32.44% | 7.45% | 136.21% | 63.87% | $2.09T |
GLOBALFOUNDRIES Inc.GFS | 9.0% | -5.11% | -14.81% | -30.08% | 54.64% | 13.56% | 45.24% | 35.07% | $29.37B |
Samsung Electronics Co., Ltd.005930.KO | 8.0% | 0.00% | 2.66% | 0.16% | 125.19% | 24.71% | 359.18% | 309.71% | $1.16T |
Texas Instruments IncorporatedTXN | 8.0% | -1.51% | -8.14% | -5.94% | 61.79% | 32.33% | 58.87% | 51.73% | $254.44B |
Amkor Technology, Inc.AMKR | 7.0% | -0.80% | -7.69% | -18.98% | 64.15% | 35.52% | 247.85% | 206.26% | $16.10B |
Entegris, Inc.ENTG | 6.0% | -0.97% | -4.73% | -18.89% | 59.03% | 1.16% | 56.66% | 46.19% | $19.67B |
SK hynix Inc.000660.KO | 5.0% | 0.00% | 0.31% | -12.55% | 194.78% | 114.65% | 869.68% | 621.43% | $874.04B |
Applied Materials, Inc.AMAT | 4.0% | -4.60% | -9.87% | -17.51% | 108.92% | 44.22% | 263.39% | 189.15% | $425.76B |
GlobalWafers Co., Ltd.6488.TWO | 4.0% | -8.04% | -32.19% | -8.27% | 145.74% | 119.28% | 228.33% | 171.49% | $15.22B |
Coherent, Inc.COHR | 3.0% | -9.76% | -9.05% | -23.33% | 53.14% | 9.16% | 318.49% | 182.25% | $44.78B |
SkyWater Technology, Inc.SKYT | 3.0% | 0.91% | -4.17% | -10.97% | 70.70% | 5.23% | 333.57% | 208.76% | $1.51B |
Corning IncGLW | 2.0% | -6.85% | -22.53% | -34.11% | 66.02% | -3.33% | 212.34% | 162.58% | $126.21B |
X-FAB Silicon Foundries SEXFAB.PA | 2.0% | -3.54% | -15.66% | -8.43% | 30.24% | 43.15% | 93.29% | 8.56% | $1.03B |
Wolfspeed Inc.WOLF | 1.0% | -11.33% | -32.91% | -48.34% | 32.22% | 16.73% | 140.29% | 140.29% | $1.20B |
| Theme return | — | -4.40% | -9.36% | -15.94% | 118.28% | 58.20% | 308.16% | 236.18% | — |
| Average | 6.3% | -4.47% | -11.59% | -17.90% | 91.64% | 42.84% | 288.12% | 216.19% | $410.67B |
| Median | 5.5% | -4.07% | -8.60% | -15.03% | 65.09% | 28.52% | 238.09% | 176.87% | $85.50B |
| Std Dev | 3.9% | 3.79% | 9.98% | 12.01% | 56.95% | 43.40% | 252.33% | 195.24% | $578.96B |
| Min | 1.0% | -11.33% | -32.91% | -48.34% | 30.24% | -3.33% | 45.24% | 8.56% | $1.03B |
| Max | 15.0% | 0.91% | 2.66% | 0.16% | 219.13% | 120.88% | 930.06% | 719.50% | $2.09T |
| % Positive Tickers | 6.25% | 12.50% | 6.25% | 100.00% | 93.75% | 100.00% | 100.00% |
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About this theme
Fiscal Spend '26: U.S. Chip Manufacturing tracks 16 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, 6488.TWO, AMAT, AMKR, COHR, ENTG, GFS, GLW, INTC, MU, SKYT, and 4 more. Use the table below for the full list.