Theme

Memory '26: HBM Inspection, Packaging & Bonding

9 tickers$575.91B market cap
10D rank#884of 963 themes#7of 9 in Memory
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As of Jul 27, 2026, 7:41 AM ET

Memory '26: HBM Inspection, Packaging & Bonding Constituents

Amkor Technology, Inc.AMKR
11.1%-0.80%-7.69%-18.98%64.15%35.52%247.85%206.26%$16.10B
Applied Materials, Inc.AMAT
11.1%-4.60%-9.87%-17.51%108.92%44.22%263.39%189.15%$425.76B
ASE Technology Holding Co., Ltd.ASX
11.1%-6.69%-8.77%-13.49%128.70%51.59%307.75%250.67%$80.82B
BE Semiconductor Industries N.V.BESI.AS
11.1%-1.26%-10.12%-19.39%64.32%15.50%142.90%87.60%$20.43B
Camtek Ltd.CAMT
11.1%-4.00%-0.61%-4.18%40.10%-11.00%147.61%55.50%$6.90B
China Communications Services Corp. Ltd. Class H0552.HK
11.1%-1.43%2.65%5.61%-8.31%-7.18%2.01%-9.73%$3.66B
Comet Holding AGCOTN.SW
11.1%-0.89%-11.34%-12.01%53.49%12.53%73.07%28.76%$3.38B
Kulicke and Soffa Industries, Inc.KLIC
11.1%-3.54%-7.05%-23.53%124.59%46.77%206.81%203.82%$5.30B
Onto Innovation Inc.ONTO
11.1%-4.20%-12.61%-20.58%76.76%29.25%122.47%180.61%$13.56B
Theme return-3.05%-7.27%127.01%127.01%26.31%175.44%127.19%
Average11.1%-3.05%-7.27%-13.78%72.52%24.13%168.21%132.52%$63.99B
Median11.1%-3.54%-8.77%-17.51%64.32%29.25%147.61%180.61%$13.56B
Std Dev0.0%1.93%4.77%8.72%41.22%21.73%92.01%87.53%$129.92B
Min11.1%-6.69%-12.61%-23.53%-8.31%-11.00%2.01%-9.73%$3.38B
Max11.1%-0.80%2.65%5.61%128.70%51.59%307.75%250.67%$425.76B
% Positive Tickers0.00%11.11%11.11%88.89%77.78%100.00%88.89%

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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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