2513.HK+676.27%4.5%
6871.T+193.79%4.5%
ACMR+218.33%4.5%
AEHR+443.34%4.5%
AMAT+199.90%4.5%
AMKR+142.50%4.5%
ASM.AS+98.96%4.5%
ASML+142.88%4.5%
ASX+278.40%4.5%
BESI.AS+85.24%4.5%
CAMT+81.35%4.5%
CDNS-6.41%4.5%
FORM+314.34%4.5%
KLAC+118.45%4.5%
LRCX+220.43%4.5%
MKSI+250.10%4.5%
ONTO+206.67%4.5%
PDFS+121.79%4.5%
PLAB+62.37%4.5%
SNPS-35.96%4.5%
TEL+8.96%4.5%
WAF.XETRA+118.61%4.5%
As of Aug 6, 2026, 4:25 AM ET
AI '25: Chip Mfg & Tooling Constituents
ACM Research, Inc.ACMR | 4.5% | -3.16% | -5.24% | -18.90% | 1.82% | 102.53% | 43.50% | 241.60% | 218.33% | $5.12B |
Aehr Test SystemsAEHR | 4.5% | -10.11% | 29.43% | 36.57% | 23.51% | 389.25% | 163.91% | 1159.95% | 443.34% | $3.22B |
Amkor Technology, Inc.AMKR | 4.5% | -3.60% | -17.09% | -22.93% | 8.00% | 36.42% | 12.63% | 189.10% | 142.50% | $13.35B |
Applied Materials, Inc.AMAT | 4.5% | -2.26% | -0.37% | -9.88% | 5.23% | 107.88% | 43.50% | 261.58% | 199.90% | $424.16B |
ASE Technology Holding Co., Ltd.ASX | 4.5% | -4.96% | -0.16% | -15.10% | 4.58% | 128.45% | 51.42% | 307.31% | 278.40% | $80.87B |
ASM International N.V.ASM.AS | 4.5% | 1.16% | -3.59% | -14.45% | 2.20% | 55.20% | 11.95% | 109.80% | 98.96% | $46.41B |
ASML Holding N.V.ASML | 4.5% | -1.97% | -4.49% | -8.05% | 3.02% | 56.86% | 15.69% | 150.85% | 142.88% | $646.82B |
BE Semiconductor Industries N.V.BESI.AS | 4.5% | -1.01% | -4.10% | -16.02% | 8.52% | 57.80% | 10.92% | 133.27% | 85.24% | $19.71B |
Cadence Design Systems, Inc.CDNS | 4.5% | -1.04% | 3.32% | -10.30% | -0.87% | 7.83% | 11.83% | 27.23% | -6.41% | $92.97B |
Camtek Ltd.CAMT | 4.5% | -2.65% | -0.13% | 4.06% | 11.43% | 38.79% | -11.82% | 145.30% | 81.35% | $6.89B |
FormFactor, Inc.FORM | 4.5% | -4.87% | 10.00% | -3.56% | 7.76% | 105.16% | 15.74% | 298.33% | 314.34% | $8.92B |
KLA CorporationKLAC | 4.5% | -1.36% | -8.42% | -17.36% | 5.46% | 59.08% | 26.62% | 183.46% | 118.45% | $251.85B |
Knowledge Atlas Tech Joint2513.HK | 4.5% | -1.73% | -17.54% | -33.33% | 3.29% | 669.63% | 76.97% | 669.63% | 676.27% | $59.18B |
Lam Research CorporationLRCX | 4.5% | -3.25% | 0.72% | -12.22% | 4.91% | 79.59% | 31.44% | 316.67% | 220.43% | $384.45B |
Micronics Japan Co., Ltd.6871.T | 4.5% | 10.33% | 8.74% | 8.47% | 17.23% | 125.82% | 30.49% | 347.27% | 193.79% | $3.89B |
MKS Inc.MKSI | 4.5% | -2.39% | -4.88% | -14.93% | 5.26% | 95.93% | 28.08% | 286.99% | 250.10% | $21.15B |
Onto Innovation Inc.ONTO | 4.5% | -4.03% | 1.24% | -9.17% | 6.74% | 74.84% | 27.84% | 120.04% | 206.67% | $13.73B |
PDF Solutions, Inc.PDFS | 4.5% | -3.34% | -2.98% | -12.85% | 7.31% | 73.36% | 46.42% | 159.77% | 121.79% | $2.07B |
Photronics, Inc.PLAB | 4.5% | -1.96% | 5.41% | 9.49% | 5.55% | -0.09% | -14.59% | 55.80% | 62.37% | $1.89B |
Siltronic AGWAF.XETRA | 4.5% | 0.13% | -3.79% | -13.39% | 3.64% | 58.23% | 34.17% | 106.17% | 118.61% | $2.74B |
Synopsys, Inc.SNPS | 4.5% | -0.75% | 7.32% | -9.37% | 3.10% | -14.67% | -3.18% | -8.60% | -35.96% | $76.75B |
TE Connectivity plcTEL | 4.5% | 0.56% | 7.41% | 8.90% | 5.97% | -4.19% | -5.29% | 53.19% | 8.96% | $63.64B |
| Theme return | — | -1.92% | 0.04% | -7.58% | 6.93% | 100.15% | 36.92% | 248.39% | 178.95% | — |
| Average | 4.5% | -1.92% | 0.04% | -7.92% | 6.53% | 104.71% | 29.47% | 241.58% | 179.11% | $101.35B |
| Median | 4.5% | -2.11% | -0.26% | -11.26% | 5.36% | 66.22% | 27.23% | 171.62% | 142.69% | $20.43B |
| Std Dev | 0.0% | 3.51% | 9.51% | 14.10% | 5.16% | 146.22% | 36.36% | 245.37% | 153.17% | $167.29B |
| Min | 4.5% | -10.11% | -17.54% | -33.33% | -0.87% | -14.67% | -14.59% | -8.60% | -35.96% | $1.89B |
| Max | 4.5% | 10.33% | 29.43% | 36.57% | 23.51% | 669.63% | 163.91% | 1159.95% | 676.27% | $646.82B |
| % Positive Tickers | 18.18% | 40.91% | 22.73% | 95.45% | 86.36% | 81.82% | 95.45% | 90.91% |
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About this theme
AI '25: Chip Mfg & Tooling tracks 22 publicly listed stocks in this theme. Sample tickers: 2513.HK, 6871.T, ACMR, AEHR, AMAT, AMKR, ASM.AS, ASML, ASX, BESI.AS, CAMT, CDNS, and 10 more. Use the table below for the full list.