0552.HK-13.11%7.7%
6961.T+76.33%7.7%
AMAT+141.64%7.7%
AMKR+88.93%7.7%
BESI.AS+48.29%7.7%
FORM+282.32%7.7%
INTC+219.65%7.7%
KLAC+82.35%7.7%
KLIC+136.71%7.7%
ONTO+139.22%7.7%
PDFS+105.30%7.7%
SNPS+3.23%7.7%
TER+210.83%7.7%
As of Oct 2, 2026, 9:55 PM ET
AI Bottleneck '26: Advanced Chip Packaging Constituents
Amkor Technology, Inc.AMKR | 7.7% | 5.90% | 2.58% | 18.72% | 5.86% | 41.84% | 17.10% | 200.59% | 88.93% | 96.12% | 134.40% | $13.92B |
Applied Materials, Inc.AMAT | 7.7% | 2.03% | 14.36% | 23.22% | 2.08% | 110.24% | 45.12% | 265.68% | 141.64% | 171.21% | 330.02% | $428.77B |
BE Semiconductor Industries N.V.BESI.AS | 7.7% | 7.00% | 5.47% | 4.01% | 7.00% | 47.63% | 3.77% | 118.23% | 48.29% | 86.16% | 234.08% | $18.26B |
China Communications Services Corp. Ltd. Class H0552.HK | 7.7% | -1.95% | -3.17% | 2.37% | -1.95% | -10.79% | -9.69% | -0.75% | -13.11% | 0.20% | 16.41% | $3.56B |
Enplas Corporation6961.T | 7.7% | 0.28% | 8.80% | 11.83% | 0.28% | 14.34% | -25.46% | 128.78% | 76.33% | 51.02% | 147.67% | $614.0M |
FormFactor, Inc.FORM | 7.7% | 0.48% | 19.60% | 56.05% | 1.53% | 170.19% | 52.42% | 424.57% | 282.32% | 236.38% | 292.50% | $11.63B |
Intel Corp.INTC | 7.7% | -0.56% | -3.74% | 32.40% | -0.64% | 223.12% | 161.41% | 442.45% | 219.65% | 436.07% | 140.54% | $601.90B |
KLA CorporationKLAC | 7.7% | 3.27% | 9.85% | 20.09% | 3.26% | 70.69% | 35.86% | 204.14% | 82.35% | 170.83% | 547.69% | $270.26B |
Kulicke and Soffa Industries, Inc.KLIC | 7.7% | 4.94% | 8.22% | 22.74% | 0.91% | 112.69% | 38.98% | 190.54% | 136.71% | 131.10% | 84.43% | $5.27B |
Onto Innovation Inc.ONTO | 7.7% | 4.09% | 17.86% | 31.41% | 6.23% | 111.90% | 54.94% | 166.68% | 139.22% | 58.69% | 348.63% | $16.30B |
PDF Solutions, Inc.PDFS | 7.7% | 3.95% | 10.79% | 27.62% | 0.52% | 88.10% | 58.87% | 181.85% | 105.30% | 85.62% | 132.41% | $2.32B |
Synopsys, Inc.SNPS | 7.7% | -0.13% | 18.85% | 16.92% | -0.85% | 3.54% | 17.48% | 10.90% | 3.23% | -1.11% | 61.96% | $93.81B |
Teradyne, Inc.TER | 7.7% | 8.00% | 12.67% | 31.55% | 8.04% | 132.08% | 40.37% | 437.22% | 210.83% | 248.45% | 315.79% | $70.20B |
| Theme return | — | 2.87% | 9.40% | 23.17% | 2.50% | 90.39% | 41.46% | 227.08% | 123.72% | 153.51% | 313.68% | — |
| Average | 7.7% | 2.87% | 9.40% | 22.99% | 2.48% | 85.81% | 37.78% | 213.14% | 117.05% | 136.21% | 214.35% | $118.22B |
| Median | 7.7% | 3.27% | 9.85% | 22.74% | 1.53% | 88.10% | 38.98% | 190.54% | 105.30% | 96.12% | 147.67% | $16.30B |
| Std Dev | 0.0% | 3.00% | 7.32% | 13.36% | 3.16% | 65.01% | 43.46% | 140.58% | 81.59% | 115.12% | 141.85% | $186.50B |
| Min | 7.7% | -1.95% | -3.74% | 2.37% | -1.95% | -10.79% | -25.46% | -0.75% | -13.11% | -1.11% | 16.41% | $614.0M |
| Max | 7.7% | 8.00% | 19.60% | 56.05% | 8.04% | 223.12% | 161.41% | 442.45% | 282.32% | 436.07% | 547.69% | $601.90B |
| % Positive Tickers | 76.92% | 84.62% | 100.00% | 76.92% | 92.31% | 84.62% | 92.31% | 92.31% | 92.31% | 100.00% |
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