Categories

Semiconductors

Companies that design, manufacture, and assemble semiconductor materials and semiconductor-based products, along with semiconductor equipment makers and component/material suppliers.

Performance

Loading performance…

Design previews

Mock data — studies for what could join this tab

What moved the category Mock

Each member's share of the 1-year move, by weight × return.

  1. NVDANVIDIA+21.4pp+64.2%
  2. AVGOBroadcom+8.7pp+41.8%
  3. TSMTSMC+6.1pp+28.9%
  4. MUMicron−1.2pp−8.4%
  5. INTCIntel−2.6pp−14.7%

Breadth Mock

18 of 24 members sit above their window start · median +17.3%

Moments on the line Mock

Dated markers the chart could pin where the category jumped.

  1. Feb 12, 2026NVIDIA beats and guides up; AI capex read-through lifts the group+4.1%
  2. Apr 30, 2026New export-control headlines hit foundry and equipment names−3.2%
  3. Jun 18, 2026SOX closes at a record on hyperscaler orders+2.8%