Themes · US Ongoing theme

Semiconductor & AI Hardware

Data as of 2026-10-06 · Linked from 25 pages
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At a glance 2026-10-06 basis

Constituents24
Avg. 1W+2.37%
Avg. 1M+11.27%
Avg. 3M-1.11%
Up over 1M87.5%
Simple averages of constituents; not an index.

Constituents by market cap

CompanyMarket capDay1W1M3MP/E
엔비디아 NVDA $5.77T +0.14% +5.29% +3.85% +17.21% 29.9
브로드컴 AVGO $1.73T +3.67% +5.83% +5.01% -3.31% 45.2
마이크론 테크놀로지 MU $1.20T -1.73% -1.83% +2.85% +10.20% 23.8
AMD AMD $1.03T +2.80% +6.89% +35.98% +25.51% 160.3
인텔 INTC $614.2B -3.18% -2.96% +17.43% +2.05% —
램 리서치 LRCX $432.7B -3.44% +3.10% +8.53% +0.22% 59.6
어플라이드 머티어리얼즈 AMAT $430.4B -2.21% +3.57% +16.62% -7.05% 46.4
KLA KLAC $269.9B -4.54% +0.47% +6.39% -10.72% 55.9
텍사스 인스트루먼츠 TXN $269.3B +0.79% +5.52% +15.01% -1.36% 44.7
샌디스크 SNDK $249.5B -2.56% -4.01% -4.57% -3.86% 21.8
아날로그 디바이시스 ADI $203.1B +0.35% +5.61% +16.09% +9.12% 49.1
시게이트 테크놀로지 홀딩스 STX $201.7B -9.18% -11.80% -5.14% -6.32% 63.4
퀄컴 QCOM $193.1B +0.13% -1.67% +7.28% -2.96% 20.9
웨스턴 디지털 WDC $159.2B -6.93% -9.36% -12.07% -25.31% 17.1
Monolithic Power Systems, Inc. MPWR $72.7B -0.42% +8.68% +20.41% +12.02% 90.4
NXP 세미컨덕터스 NXPI $61.0B +1.00% +3.35% +7.26% -13.89% 20.5
마이크로칩 테크놀로지 MCHP $44.2B -0.28% +3.15% +9.56% -4.95% 120.5
온 세미컨덕터 ON $33.5B +0.44% +13.64% +16.04% -7.98% 53.1
에이알엠 홀딩스(ADR) ARM — -0.11% +3.03% +20.02% +0.77% —
ASML 홀딩(ADR) ASML — -1.39% -0.02% +6.95% +3.70% —
GlobalFoundries Inc. Ordinary Shares GFS — +0.14% +1.61% +7.56% -28.45% —
SK하이닉스(ADR) SKHY — -6.39% -2.21% +3.14% — —
DIREXION SEMICONDUCTOR DAILY 3X SOXL — +0.34% +15.45% +53.90% -0.61% —
TSMC(ADR) TSM — -0.72% +5.55% +12.45% +10.37% —

Sources and notes

This page summarizes public filings, market data and news for information only. It is not a recommendation to buy or sell any security. Figures are as of the dates shown; check the original filings before making decisions.