13F

Foundry & OSAT

As of 2026Q1 · Members: 9

Heat Z
+1.55
Hist. pctl
97%
× 3Y avg
2.9×
Net Δ Holders
+553

8Q trend

Members (9)

Ticker Name Δ holders
AMKR AMKOR TECHNOLOGY INC +71
ASX ASE TECHNOLOGY HOLDING -ADR +51
GFS GLOBALFOUNDRIES Inc. +24
IMOS CHIPMOS TECHNOLOGIES INC-ADR +13
INTC INTEL CORP +133
SKYT SKYWATER TECHNOLOGY INC +10
TSEM TOWER SEMICONDUCTOR LTD +67
TSM TAIWAN SEMICONDUCTOR-SP ADR +139
UMC UNITED MICROELECTRON-SP ADR +45

Theme members v1.0 (2026-07), quarterly maintenance

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.