Theme

AI Bottleneck '26: Advanced Chip Packaging

13 tickers$1.39T market cap
10D rank#766of 979 themes#6of 8 in AI Bottleneck
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As of Aug 6, 2026, 4:25 AM ET

AI Bottleneck '26: Advanced Chip Packaging Constituents

Amkor Technology, Inc.AMKR
7.7%-3.60%-17.09%-22.93%8.00%36.42%12.63%189.10%142.50%$13.35B
Applied Materials, Inc.AMAT
7.7%-2.26%-0.37%-9.88%5.23%107.88%43.50%261.58%199.90%$424.16B
BE Semiconductor Industries N.V.BESI.AS
7.7%-1.01%-4.10%-16.02%8.52%57.80%10.92%133.27%85.24%$19.71B
China Communications Services Corp. Ltd. Class H0552.HK
7.7%-0.93%2.42%6.80%-0.70%-6.09%-4.94%4.47%-9.33%$3.78B
Enplas Corporation6961.T
7.7%8.30%-1.07%-1.16%8.96%33.48%-12.98%167.06%128.39%$705.6M
FormFactor, Inc.FORM
7.7%-4.87%10.00%-3.56%7.76%105.16%15.74%298.33%314.34%$8.92B
Intel Corp.INTC
7.7%0.20%9.47%-17.30%12.04%173.88%121.57%359.78%395.15%$509.75B
KLA CorporationKLAC
7.7%-1.36%-8.42%-17.36%5.46%59.08%26.62%183.46%118.45%$251.85B
Kulicke and Soffa Industries, Inc.KLIC
7.7%-0.01%-7.39%-21.55%5.20%105.97%34.60%181.36%195.02%$4.91B
Onto Innovation Inc.ONTO
7.7%-4.03%1.24%-9.17%6.74%74.84%27.84%120.04%206.67%$13.73B
PDF Solutions, Inc.PDFS
7.7%-3.34%-2.98%-12.85%7.31%73.36%46.42%159.77%121.79%$2.07B
Synopsys, Inc.SNPS
7.7%-0.75%7.32%-9.37%3.10%-14.67%-3.18%-8.60%-35.96%$76.75B
Teradyne, Inc.TER
7.7%-3.51%11.28%2.60%5.90%101.17%21.67%365.67%271.27%$60.96B
Theme return-1.32%0.02%-10.20%6.83%75.43%30.31%201.43%158.81%
Average7.7%-1.32%0.02%-10.13%6.42%69.87%26.19%185.79%164.11%$106.97B
Median7.7%-1.36%-0.37%-9.88%6.74%73.36%21.67%181.36%142.50%$13.73B
Std Dev0.0%3.19%7.95%8.83%2.95%49.19%32.57%110.89%115.50%$167.54B
Min7.7%-4.87%-17.09%-22.93%-0.70%-14.67%-12.98%-8.60%-35.96%$705.6M
Max7.7%8.30%11.28%6.80%12.04%173.88%121.57%365.67%395.15%$509.75B
% Positive Tickers15.38%46.15%15.38%92.31%84.62%76.92%92.31%84.62%

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About this theme

AI Bottleneck '26: Advanced Chip Packaging tracks 13 publicly listed stocks in this theme. Sample tickers: 0552.HK, 6961.T, AMAT, AMKR, BESI.AS, FORM, INTC, KLAC, KLIC, ONTO, PDFS, SNPS, and 1 more. Use the table below for the full list.

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