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Memory '26: NAND / Flash
9 tickers · $1.89T total market cap
Group: Memory
Memory '26: NAND / Flash tracks 9 publicly listed stocks in this theme: 005930.KO, 285A.T, 301308.SHE, 5289.TWO, 8271.TW, MU, SIMO, SNDK, WDC. See the constituent table for details.
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 |
|---|---|---|---|---|---|---|---|---|
Samsung Electronics Co., Ltd.005930.KO | 01/28/2026 (BMO) | — | 0.75% | — | 32.70% | — | $968.63B | 18.0000 |
Micron Technology, Inc.MU | 03/18/2026 (AMC) | — | -8.41% | — | 10.11% | — | $525.14B | 10.0000 |
Sandisk CorporationSNDK | 01/29/2026 (AMC) | 04/30/2026 (AMC) | 6.85% | — | 63.90% | — | $139.40B | 22.0000 |
Western Digital CorporationWDC | 01/29/2026 (AMC) | 04/29/2026 (AMC) | -10.12% | — | 46.35% | — | $124.16B | 7.0000 |
Kioxia Holdings Corp.285A.T | 02/12/2026 (BMO) | 05/07/2026 (BMO) | — | — | — | — | $120.19B | 12.0000 |
Silicon Motion Technology CorporationSIMO | 02/03/2026 (AMC) | 04/28/2026 (AMC) | — | — | — | — | $4.37B | 7.0000 |
Innodisk Corporation5289.TWO | 02/26/2026 | — | — | — | — | — | $3.58B | 9.0000 |
—301308.SHE | — | — | — | — | — | — | $2.05B | 6.0000 |
Apacer Technology Inc.8271.TW | 02/25/2026 | 04/16/2026 | — | — | — | — | $645.8M | 9.0000 |
| Average | -2.73% | — | 38.27% | — | $209.80B | 11.1111 | ||
| Median | -3.83% | — | 39.53% | — | $120.19B | 9.0000 | ||
| Std Dev | 6.91% | — | 19.66% | — | $310.41B | 5.1304 | ||
| Min | -10.12% | — | 10.11% | — | $645.8M | 6.0000 | ||
| Max | 6.85% | — | 63.90% | — | $968.63B | 22.0000 | ||
| % Positive Tickers | 50.00% | — | 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%.