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Memory '26: Graphics & Mobile Memory
14 tickers · $8.12T total market cap
Group: Memory
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.
Constituents
Build 20260415T080833
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -9.39% | — | 10.88% | — | $4.78T | 10.0000 |
Samsung Electronics Co., Ltd.005930.KO | 01/28/2026 (BMO) | — | 0.75% | — | 32.70% | — | $968.63B | 13.0000 |
SK hynix Inc.000660.KO | 01/28/2026 (AMC) | 04/23/2026 (AMC) | 2.38% | — | 34.26% | — | $533.10B | 16.0000 |
Micron Technology, Inc.MU | 03/18/2026 (AMC) | — | -8.41% | — | 10.11% | — | $525.14B | 12.0000 |
Advanced Micro Devices, Inc.AMD | 02/03/2026 (AMC) | 05/05/2026 (AMC) | -20.49% | — | 32.50% | — | $415.87B | 7.0000 |
Applied Materials, Inc.AMAT | 02/12/2026 (AMC) | 05/13/2026 (BMO) | 8.08% | — | 11.48% | — | $313.98B | 5.0000 |
Arm Holdings plc American Depositary SharesARM | 02/04/2026 (AMC) | 05/06/2026 (AMC) | 17.92% | — | 30.33% | — | $171.22B | 5.0000 |
QUALCOMM IncorporatedQCOM | 02/04/2026 (AMC) | 04/29/2026 (AMC) | -7.76% | — | -3.28% | — | $141.88B | 3.0000 |
Advantest Corporation6857.T | 01/28/2026 (BMO) | 04/27/2026 (BMO) | -0.14% | — | 1.97% | — | $123.50B | 4.0000 |
MediaTek Inc.2454.TW | 02/04/2026 (AMC) | 04/29/2026 (BMO) | -5.30% | — | 0.27% | — | $86.75B | 5.0000 |
Renesas Electronics Corporation6723.T | 02/05/2026 (BMO) | 04/24/2026 (BMO) | 6.90% | — | -8.30% | — | $31.22B | 5.0000 |
Nanya Technology Corporation2408.TW | 01/18/2026 | — | — | — | — | — | $21.54B | 4.0000 |
Rambus Inc.RMBS | 02/02/2026 (AMC) | 04/27/2026 (AMC) | -11.31% | — | 20.71% | — | $13.17B | 6.0000 |
—CXMT | — | — | — | — | — | — | — | 5.0000 |
| Average | -2.23% | — | 14.47% | — | $624.78B | 7.1429 | ||
| Median | -2.72% | — | 11.18% | — | $171.22B | 5.0000 | ||
| Std Dev | 9.90% | — | 14.64% | — | $1.23T | 3.8333 | ||
| Min | -20.49% | — | -8.30% | — | $13.17B | 3.0000 | ||
| Max | 17.92% | — | 34.26% | — | $4.78T | 16.0000 | ||
| % Positive Tickers | 41.67% | — | 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%.