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Memory '26: DRAM

11 tickers · $2.11T total market cap

Group: Memory

Memory '26: DRAM tracks 11 publicly listed stocks in this theme: 000660.KO, 005930.KO, 2344.TW, 2408.TW, 3006.TW, 3260.TWO, 5351.TWO, 688008.SHG, MU, NLST, RMBS. See the constituent table for details.

Constituents

Build 20260415T080833

CompanyPrevious Quarter Report DateNext Expected Report DateLast Quarter Earnings Move %Earnings Move %Intra-Quarter Move %Since Last Report %Market capWeight
Samsung Electronics Co., Ltd.005930.KO
01/28/2026 (BMO)0.75%32.70%$968.63B14.0000
SK hynix Inc.000660.KO
01/28/2026 (AMC)04/23/2026 (AMC)2.38%34.26%$533.10B16.0000
Micron Technology, Inc.MU
03/18/2026 (AMC)-8.41%10.11%$525.14B18.0000
Montage Technology Co., Ltd.688008.SHG
03/30/2026 (AMC)-0.99%18.73%$25.79B8.0000
Nanya Technology Corporation2408.TW
01/18/2026$21.54B8.0000
Winbond Electronics Corporation2344.TW
02/10/2026 (BMO)05/05/2026 (BMO)2.58%-12.21%$13.30B4.0000
Rambus Inc.RMBS
02/02/2026 (AMC)04/27/2026 (AMC)-11.31%20.71%$13.17B10.0000
ADATA Technology Co., Ltd.3260.TWO
03/05/2026 (BMO)05/11/2026 (BMO)$3.78B4.0000
Elite Semiconductor Microelectronics Tech Inc3006.TW
02/26/202604/24/2026-0.31%0.95%$1.38B8.0000
Etron Technology, Inc.5351.TWO
06/25/202506/25/20250.12%$703.8M7.0000
Netlist, Inc.NLST
03/03/202605/12/2026$487.4M3.0000
Average-2.19%0.12%15.04%$191.55B9.0909
Median-0.31%0.12%18.73%$13.30B8.0000
Std Dev5.06%0.00%15.55%$315.67B4.7569
Min-11.31%0.12%-12.21%$487.4M3.0000
Max2.58%0.12%34.26%$968.63B18.0000
% Positive Tickers42.86%100.00%85.71%

* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.

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