Theme

Memory '26: Graphics & Mobile Memory

14 tickers$10.88T market cap
10D rank#360of 869 themes#2of 9 in Memory
Color by

As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
NVIDIA CorporationNVDA
-0.22%-1.40%-7.10%11.63%45.98%5/20/26 (AMC)5/20/26 (AMC)-9.39%-0.50%26.12%-5.16%$5.04T10.0%
Samsung Electronics Co., Ltd.005930.KO
8.97%-15.64%-23.37%123.04%347.20%4/29/26 (BMO)4/29/26 (BMO)0.75%-0.68%38.15%21.28%$1.50T13.0%
SK hynix Inc.000660.KO
15.91%-20.46%-21.47%185.06%710.36%4/22/26 (AMC)4/22/26 (AMC)2.38%0.08%42.04%51.49%$1.10T16.0%
Micron Technology, Inc.MU
-1.41%-3.62%-9.62%227.91%745.19%3/18/26 (AMC)6/24/26 (AMC)-8.41%110.66%$1.06T12.0%
Advanced Micro Devices, Inc.AMD
-3.02%-7.87%-6.79%122.03%290.62%5/5/26 (AMC)5/5/26 (AMC)-20.49%23.38%84.55%12.84%$775.36B7.0%
Applied Materials, Inc.AMAT
1.43%10.92%8.96%94.25%194.02%5/14/26 (AMC)5/14/26 (AMC)8.08%0.00%24.13%14.34%$396.35B5.0%
Arm Holdings plc American Depositary SharesARM
-6.22%-8.05%-20.54%197.19%134.37%5/6/26 (AMC)5/6/26 (AMC)17.92%2.14%91.84%52.29%$345.65B5.0%
MediaTek Inc.2454.TW
9.95%3.50%-2.07%215.39%230.52%4/29/26 (AMC)4/29/26 (AMC)-1.70%-0.82%45.94%72.00%$226.42B5.0%
QUALCOMM IncorporatedQCOM
-5.67%-18.17%-9.96%20.09%32.18%4/29/26 (AMC)4/29/26 (AMC)-7.76%19.72%13.59%14.39%$216.51B3.0%
Advantest Corporation6857.T
4.34%-4.41%-2.56%25.42%174.73%4/27/26 (BMO)4/27/26 (BMO)-0.14%1.05%19.70%-15.91%$118.44B4.0%
Renesas Electronics Corporation6723.T
6.19%-6.25%-4.48%94.07%103.38%4/24/26 (BMO)4/24/26 (BMO)6.90%-4.82%4.55%34.32%$49.44B5.0%
Nanya Technology Corporation2408.TW
6.92%4.28%-5.15%86.90%566.39%4/12/26 (BMO)4/12/26 (BMO)8.80%4.88%-21.21%62.00%$35.66B4.0%
Rambus Inc.RMBS
-3.41%0.95%-0.43%59.80%148.75%4/27/26 (AMC)4/27/26 (AMC)-11.31%-29.75%40.13%31.97%$15.88B6.0%
CXMT
5.0%
Average2.60%-5.09%-8.04%112.52%286.44%-1.11%1.22%40.01%28.82%$836.87B7.1%
Median1.43%-4.41%-6.79%94.25%194.02%-0.14%0.04%38.15%26.63%$345.65B5.0%
Std Dev6.48%8.80%8.83%71.76%231.13%9.89%12.44%35.37%25.75%$1.30T3.8%
Min-6.22%-20.46%-23.37%11.63%32.18%-20.49%-29.75%-21.21%-15.91%$15.88B3.0%
Max15.91%10.92%8.96%227.91%745.19%17.92%23.38%110.66%72.00%$5.04T16.0%
% Positive Tickers53.85%30.77%7.69%100.00%100.00%46.15%58.33%92.31%83.33%

* 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%.

About this theme

Memory '26: Graphics & Mobile Memory tracks 14 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, 2408.TW, 2454.TW, 6723.T, 6857.T, AMAT, AMD, ARM, CXMT, MU, NVDA, and 2 more. Use the table below for the full list.

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