Theme

Memory '26: HBM Inspection, Packaging & Bonding

9 tickers$550.95B market cap
10D rank#34of 869 themes#1of 9 in Memory
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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
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%$396.35B11.1%
ASE Technology Holding Co., Ltd.ASX
-1.27%-8.53%-8.10%117.89%254.34%4/29/26 (BMO)4/29/26 (BMO)10.01%4.42%43.99%11.68%$76.96B11.1%
BE Semiconductor Industries N.V.BESI.AS
2.21%-0.13%2.34%110.71%152.34%4/23/26 (BMO)4/23/26 (BMO)-1.35%8.71%24.25%12.73%$26.25B11.1%
Amkor Technology, Inc.AMKR
3.84%1.94%-2.42%79.61%256.87%4/27/26 (AMC)4/27/26 (AMC)6.95%-8.63%34.63%-0.63%$17.58B11.1%
Onto Innovation Inc.ONTO
1.87%6.11%7.16%73.59%175.52%5/5/26 (AMC)5/5/26 (AMC)-3.96%-1.84%40.94%-6.81%$13.63B11.1%
Camtek Ltd.CAMT
-0.31%-2.04%3.10%58.12%125.89%5/12/26 (BMO)5/12/26 (BMO)-2.43%-18.60%35.43%-0.43%$7.71B11.1%
Kulicke and Soffa Industries, Inc.KLIC
0.14%0.74%-0.68%125.29%205.14%5/6/26 (AMC)5/6/26 (AMC)27.39%7.40%32.23%4.57%$5.37B11.1%
China Communications Services Corporation Limited0552.HK
0.24%-0.48%4.89%-8.90%-5.55%3/31/26 (BMO)-1.22%1.48%$3.63B11.1%
Comet Holding AGCOTN.SW
2.18%-6.19%-2.24%57.09%58.61%3/6/26 (AMC)-0.42%46.08%$3.46B11.1%
Average1.15%0.26%1.45%78.63%157.46%4.78%-1.22%31.46%5.06%$61.22B11.1%
Median1.43%-0.13%2.34%79.61%175.52%-0.42%0.00%34.63%4.57%$13.63B11.1%
Std Dev1.49%5.54%5.04%38.82%82.04%9.33%8.97%12.87%7.49%$120.46B0.0%
Min-1.27%-8.53%-8.10%-8.90%-5.55%-3.96%-18.60%1.48%-6.81%$3.46B11.1%
Max3.84%10.92%8.96%125.29%256.87%27.39%8.71%46.08%14.34%$396.35B11.1%
% Positive Tickers77.78%44.44%55.56%88.89%88.89%44.44%57.14%100.00%57.14%

* 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: HBM Inspection, Packaging & Bonding tracks 9 publicly listed stocks in this theme: 0552.HK, AMAT, AMKR, ASX, BESI.AS, CAMT, COTN.SW, KLIC, ONTO. See the constituent table for details.

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