000660.KO+545.26%16.0%
005930.KO+257.56%13.0%
MU+721.94%12.0%
NVDA+22.18%10.0%
AMD+195.52%7.0%
RMBS+35.97%6.0%
2454.TW+177.74%5.0%
6723.T+100.82%5.0%
AMAT+199.90%5.0%
ARM+101.72%5.0%
CXMT—5.0%
2408.TW+869.89%4.0%
6857.T+214.85%4.0%
QCOM+8.02%3.0%
As of Aug 6, 2026, 4:25 AM ET
Memory '26: Graphics & Mobile Memory Constituents
SK hynix Inc.000660.KO | 16.0% | 5.77% | -5.17% | -28.81% | -2.91% | 156.22% | 86.58% | 742.85% | 545.26% | $828.83B |
Samsung Electronics Co., Ltd.005930.KO | 13.0% | 2.50% | -1.40% | -22.64% | -6.29% | 105.17% | 13.63% | 318.37% | 257.56% | $1.15T |
Micron Technology, Inc.MU | 12.0% | 0.06% | -3.01% | -9.30% | 8.52% | 212.95% | 116.60% | 910.10% | 721.94% | $1.01T |
NVIDIA CorporationNVDA | 10.0% | 3.43% | 5.99% | 12.10% | 9.20% | 17.54% | 23.72% | 98.53% | 22.18% | $5.31T |
Advanced Micro Devices, Inc.AMD | 7.0% | -7.04% | -7.64% | -12.68% | 1.24% | 125.09% | 140.77% | 368.19% | 195.52% | $786.03B |
Rambus Inc.RMBS | 6.0% | -3.23% | 1.34% | -14.08% | 6.89% | 5.89% | -2.37% | 84.70% | 35.97% | $10.55B |
Applied Materials, Inc.AMAT | 5.0% | -2.26% | -0.37% | -9.88% | 5.23% | 107.88% | 43.50% | 261.58% | 199.90% | $424.16B |
Arm Holdings plc American Depositary SharesARM | 5.0% | -2.13% | 5.60% | -14.79% | 14.56% | 151.19% | 115.44% | 153.91% | 101.72% | $292.15B |
—CXMT | 5.0% | — | — | — | — | — | — | — | — | — |
MediaTek Inc.2454.TW | 5.0% | -2.83% | 5.67% | -4.59% | 11.11% | 172.24% | 97.36% | 183.49% | 177.74% | $197.28B |
Renesas Electronics Corporation6723.T | 5.0% | -1.80% | 1.85% | -16.43% | 10.78% | 78.18% | 28.43% | 77.13% | 100.82% | $43.58B |
Advantest Corporation6857.T | 4.0% | 8.77% | 22.23% | 17.73% | 3.75% | 71.73% | 25.59% | 392.57% | 214.85% | $153.80B |
Nanya Technology Corporation2408.TW | 4.0% | -2.05% | 13.33% | 7.04% | 25.66% | 128.09% | 54.19% | 1035.15% | 869.89% | $42.61B |
QUALCOMM IncorporatedQCOM | 3.0% | -3.16% | -5.65% | -15.52% | 6.72% | -7.90% | 10.66% | 2.24% | 8.02% | $165.41B |
| Theme return | — | 0.67% | 0.70% | -9.93% | 4.93% | 134.37% | 76.54% | 427.91% | 295.40% | — |
| Average | 7.1% | -0.31% | 2.52% | -8.60% | 7.27% | 101.87% | 58.01% | 356.06% | 265.49% | $800.88B |
| Median | 5.0% | -2.05% | 1.34% | -12.68% | 6.89% | 107.88% | 43.50% | 261.58% | 195.52% | $292.15B |
| Std Dev | 3.8% | 4.13% | 7.95% | 12.96% | 7.67% | 64.33% | 45.68% | 321.43% | 263.64% | $1.35T |
| Min | 3.0% | -7.04% | -7.64% | -28.81% | -6.29% | -7.90% | -2.37% | 2.24% | 8.02% | $10.55B |
| Max | 16.0% | 8.77% | 22.23% | 17.73% | 25.66% | 212.95% | 140.77% | 1035.15% | 869.89% | $5.31T |
| % Positive Tickers | 38.46% | 53.85% | 23.08% | 84.62% | 92.31% | 92.31% | 100.00% | 100.00% |
About this theme
Memory '26: Graphics & Mobile Memory tracks 14 publicly listed stocks in this theme. Sample tickers: 000660.KO, 005930.KO, 2408.TW, 2454.TW, 6723.T, 6857.T, AMAT, AMD, ARM, CXMT, MU, NVDA, and 2 more. Use the table below for the full list.
