Theme · live manifest · live theme JSON
Memory '26: HBM Inspection, Packaging & Bonding
8 tickers · $126.41B total market cap
Group: Memory
The AI-driven surge in demand for advanced packaging, particularly HBM and 2.5D/3D solutions, is creating a robust growth cycle for inspection, packaging, and bonding equipment and services. The structural shift towards higher-density, more complex AI architectures provides a compelling long-term tailwind, making the bull case more persuasive given current demand signals and technological transitions.
Memory '26: HBM Inspection, Packaging & Bonding tracks 8 publicly listed stocks in this theme: 0552.HK, AMKR, ASX, BESI.AS, CAMT, COTN.SW, KLIC, ONTO. See the constituent table for details.
Thesis update: 2026-03-04
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 |
|---|---|---|---|---|---|---|---|---|
ASE Technology Holding Co., Ltd.ASX | 02/05/2026 (BMO) | 04/29/2026 (BMO) | 10.01% | — | 28.65% | — | $58.77B | 12.5000 |
BE Semiconductor Industries N.V.BESI.AS | 02/19/2026 (BMO) | 04/23/2026 (BMO) | -1.35% | — | 17.95% | — | $20.25B | 12.5000 |
Amkor Technology, Inc.AMKR | 02/09/2026 (AMC) | 04/27/2026 (AMC) | 6.95% | — | 9.17% | — | $15.16B | 12.5000 |
Onto Innovation Inc.ONTO | 02/19/2026 (AMC) | 05/07/2026 (AMC) | -3.96% | — | 20.81% | — | $13.00B | 12.5000 |
Camtek Ltd.CAMT | 02/18/2026 (BMO) | 05/19/2026 (BMO) | -2.43% | — | 17.98% | — | $8.28B | 12.5000 |
Kulicke and Soffa Industries, Inc.KLIC | 02/04/2026 (AMC) | 05/06/2026 (AMC) | 27.39% | — | 12.66% | — | $4.18B | 12.5000 |
China Communications Services Corporation Limited0552.HK | 03/31/2026 (BMO) | — | -1.22% | — | 4.77% | — | $3.75B | 12.5000 |
Comet Holding AGCOTN.SW | 03/06/2026 (AMC) | — | -0.42% | — | 26.58% | — | $3.01B | 12.5000 |
| Average | 4.37% | — | 17.32% | — | $15.80B | 12.5000 | ||
| Median | -0.82% | — | 17.97% | — | $10.64B | 12.5000 | ||
| Std Dev | 9.82% | — | 7.69% | — | $17.23B | 0.0% | ||
| Min | -3.96% | — | 4.77% | — | $3.01B | 12.5000 | ||
| Max | 27.39% | — | 28.65% | — | $58.77B | 12.5000 | ||
| % Positive Tickers | 37.50% | — | 100.00% | — |
* 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%.