Theme

AI '25: Semis & Memory

15 tickers$4.30T market cap
10D rank#598of 979 themes#37of 43 in AI
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As of Aug 6, 2026, 4:25 AM ET

AI '25: Semis & Memory Constituents

440110.KQ
7.2%
Ambarella, Inc.AMBA
7.2%-0.46%20.26%2.66%-4.83%15.54%35.65%59.27%30.98%$3.59B
Elite Semiconductor Microelectronics Tech Inc3006.TW
7.2%4.18%21.26%12.61%38.33%105.06%54.62%328.12%357.64%$2.10B
Kioxia Holdings Corporation ADRKXIAY
7.2%0.00%-3.35%-36.43%13.99%376.54%133.70%473.32%473.32%$181.78B
Macronix International Co., Ltd.2337.TW
7.2%1.63%1.13%-14.32%24.38%207.92%10.43%491.90%533.98%$7.00B
Micron Technology, Inc.MU
7.2%0.06%-3.01%-9.30%8.52%212.95%116.60%910.10%721.94%$1.01T
Rambus Inc.RMBS
7.2%-3.23%1.34%-14.08%6.89%5.89%-2.37%84.70%35.97%$10.55B
Sandisk CorporationSNDK
7.2%-5.40%-5.99%-22.58%11.17%468.92%112.56%2733.02%3107.84%$200.00B
Silicon Motion Technology CorporationSIMO
7.2%-8.13%-8.95%-22.65%-2.74%167.09%90.86%390.29%227.28%$8.28B
SK hynix Inc.000660.KO
7.2%5.77%-5.17%-28.81%-2.91%156.22%86.58%742.85%545.26%$828.83B
Skyworks Solutions, Inc.SWKS
7.2%0.30%11.26%8.21%7.56%5.65%12.44%3.38%-0.78%$10.08B
Taiwan Semiconductor Manufacturing Company Limited2330.TW
7.2%-0.63%1.18%-4.58%-2.27%61.06%15.45%159.12%95.53%$1.93T
Tower Semiconductor Ltd.TSEM
7.2%-11.85%-9.53%-3.57%-3.88%79.82%69.09%465.45%332.13%$23.60B
CXMT Corp.688825.SHG
3.8%-1.27%11.04%11.04%0.68%11.04%11.04%11.04%11.04%$36.24B
Cerebras Systems Inc.CBRS
2.8%-5.66%7.62%11.61%7.85%15.84%15.84%15.84%15.84%$48.55B
Theme return-1.60%2.27%-6.62%7.30%149.06%72.53%436.76%350.61%
Average6.7%-1.76%2.79%-7.87%7.34%134.97%54.46%490.60%463.43%$306.89B
Median7.2%-0.55%1.15%-6.94%7.23%92.44%45.14%359.21%279.71%$29.92B
Std Dev1.3%4.55%9.70%15.41%11.74%138.71%44.94%679.23%769.10%$546.26B
Min2.8%-11.85%-9.53%-36.43%-4.83%5.65%-2.37%3.38%-0.78%$2.10B
Max7.2%5.77%21.26%12.61%38.33%468.92%133.70%2733.02%3107.84%$1.93T
% Positive Tickers35.71%57.14%35.71%64.29%100.00%92.86%100.00%92.86%

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About this theme

AI '25: Semis & Memory tracks 15 publicly listed stocks in this theme. Sample tickers: 000660.KO, 2330.TW, 2337.TW, 3006.TW, 440110.KQ, 688825.SHG, AMBA, CBRS, KXIAY, MU, RMBS, SIMO, and 3 more. Use the table below for the full list.

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