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Memory '26: Graphics & Mobile Memory (view performance)

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Theme thesis · 5/5 sections · Tickers 11 with notes · 3 pending

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Constituents

  • NVDAT14.0%
    — NVIDIA Corporation
  • MUT12.5%
    — Micron Technology, Inc.
  • 000660.KOT2
    — SK hynix Inc.
  • 005930.KOT2
    — Samsung Electronics Co., Ltd.
  • RMBST2
    — Rambus Inc.
  • 2454.TWT3
    — MediaTek Inc.
  • 6723.TT3
    — Renesas Electronics Corporation
  • 6857.TT3
    — Advantest Corporation
  • AMATT3
    — Applied Materials, Inc.
  • AMDT3
    — Advanced Micro Devices, Inc.
  • QCOMT3
    — QUALCOMM Incorporated
  • 2408.TWT3
    · no notes yet
  • ARMT3
    · no notes yet
  • CXMTT3
    · no notes yet