themes / semicap · horizon 3-7 years · 15 companies
Semiconductor Capacity Build
Fab construction and node transitions driven by AI and sovereignty.
Trend vs pricing
Trend (reality)
57
company trend 57 · related-ETF flow 56 · growth 58
Market pricing
63
Expectations gap-6
Human needs
productivitysecurity
Related ETFs
SMH
Constraint chain
Trend → Constraint → Required solution
No constraint chain defined for this theme.
Attention
29
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 29YouTube —
Rising queries
chip fabricationchip fabrication companieschip fabs in the uschip fab trans coolerchip fab companieschip fab pit coolerchip fabrication processchip fab machinechip fabrication planttsmc stocktsmc stock pricetsmc stock price today
Wikipedia · 4 articles
7d avg pageviews1828
vs 28d-18.9%
vs 1y-51.8%
z vs own history-0.94
Semiconductor fabrication plantTSMCExtreme ultraviolet lithographyASML Holding
Apps · GitHub · YouTube
Apps in top-100—
GitHub repos—
YouTube videos / day3.8
Measured over50 videos · 313.6 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · India's ₹1.27 Lakh Crore Chip Plan, Explained #india #chip #tata
- · How Many RTX 5090s Is Samsung's Texas Fab Worth?
- · 1989 Ki Wo Rahasyamayi Aag Jisne India Ko Semiconductor Superpower Banne Se Roka! 🇮🇳🔥
- · Semiconductor Factory Fire Explained | India Chip Mission 🇮🇳 #Semiconductor #IndiaSemiconductor
- · The $17 Billion Chip Factory That Could End TSMC
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| AMAT | Applied Materials | 90% | 1 | 61 | 63 | -2 | 56 | 66 | 28 |
| LRCX | Lam Research | 90% | 1 | 60 | 65 | -5 | 57 | 71 | 27 |
| KLAC | KLA | 90% | 1 | 52 | 63 | -11 | 44 | 71 | 21 |
| TER | Teradyne | 60% | 1 | 87 | 71 | +16 | 93 | 70 | 27 |
| Q | Qnity Electronics | 60% | 1 | 42 | 46 | -4 | — | 42 | 54 |
| INTC | Intel | 30% | 1 | 55 | 74 | -19 | 63 | 18 | 17 |
| CDNS | Cadence Design Systems | 30% | 2 | 50 | 63 | -13 | 45 | 72 | 32 |
| NDSN | Nordson Corporation | 30% | 2 | 51 | 78 | -27 | 48 | 59 | 31 |
| SNPS | Synopsys | 30% | 2 | 63 | 70 | -7 | 76 | 44 | 38 |
| LIN | Linde | 25% | 2 | 47 | 63 | -16 | 43 | 49 | 29 |
| APD | Air Products | 20% | 2 | 27 | 71 | -44 | 28 | 21 | 17 |
| DD | DuPont | 20% | 2 | 17 | 57 | -40 | 2 | 28 | 41 |
| GLW | Corning Inc. | 20% | 2 | 57 | 47 | +10 | 71 | 44 | 35 |
| JBL | Jabil | 20% | 2 | 51 | 49 | +2 | 58 | 54 | 60 |
| KEYS | Keysight Technologies | 20% | 2 | 77 | 77 | 0 | 79 | 65 | 33 |