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Memory '26: High Bandwidth Memory
11 tickers · $830.48B total market cap
Group: Memory
The AI-driven "Memory Supercycle" is propelled by explosive demand for HBM and broader memory, driving significant capital expenditure in advanced manufacturing and testing, including hybrid bonding. The bull case is more compelling, given the structural nature of AI demand overriding traditional market cyclicality.
Memory '26: High Bandwidth Memory tracks 11 publicly listed stocks in this theme: 000660.KO, 0552.HK, 6857.T, AMKR, ASX, COHU, FORM, ONTO, PDFS, TER, TPRO.MI. 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 |
|---|---|---|---|---|---|---|---|---|
SK hynix Inc.000660.KO | 01/28/2026 (AMC) | 04/23/2026 (AMC) | 2.38% | — | 34.26% | — | $533.10B | 9.0909 |
Advantest Corporation6857.T | 01/28/2026 (BMO) | 04/27/2026 (BMO) | -0.14% | — | 1.97% | — | $123.50B | 9.0909 |
ASE Technology Holding Co., Ltd.ASX | 02/05/2026 (BMO) | 04/29/2026 (BMO) | 10.01% | — | 28.65% | — | $58.77B | 9.0909 |
Teradyne, Inc.TER | 02/02/2026 (AMC) | 04/27/2026 (AMC) | 7.83% | — | 35.84% | — | $57.22B | 9.0909 |
Amkor Technology, Inc.AMKR | 02/09/2026 (AMC) | 04/27/2026 (AMC) | 6.95% | — | 9.17% | — | $15.16B | 9.0909 |
Onto Innovation Inc.ONTO | 02/19/2026 (AMC) | 05/07/2026 (AMC) | -3.96% | — | 20.81% | — | $13.00B | 9.0909 |
Technoprobe S.p.A.TPRO.MI | 03/18/2026 (BMO) | 05/11/2026 (BMO) | -17.43% | — | 26.35% | — | $12.52B | 9.0909 |
FormFactor, Inc.FORM | 02/04/2026 (AMC) | 04/29/2026 (AMC) | 26.16% | — | 42.08% | — | $10.00B | 9.0909 |
China Communications Services Corporation Limited0552.HK | 03/31/2026 (BMO) | — | -1.22% | — | 4.77% | — | $3.75B | 9.0909 |
Cohu, Inc.COHU | 02/12/2026 (AMC) | 04/30/2026 (AMC) | -6.71% | — | 25.85% | — | $1.81B | 9.0909 |
PDF Solutions, Inc.PDFS | 02/12/2026 (AMC) | — | 4.92% | — | 22.68% | — | $1.65B | 9.0909 |
| Average | 2.62% | — | 22.95% | — | $75.50B | 9.0909 | ||
| Median | 2.38% | — | 25.85% | — | $13.00B | 9.0909 | ||
| Std Dev | 10.51% | — | 12.35% | — | $148.98B | 0.0% | ||
| Min | -17.43% | — | 1.97% | — | $1.65B | 9.0909 | ||
| Max | 26.16% | — | 42.08% | — | $533.10B | 9.0909 | ||
| % Positive Tickers | 54.55% | — | 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%.