Electronics and Semiconductors sector: performance, industries and movers

Updated 16 October 2026, 06:50 ET

The Electronics and Semiconductors sector covers 224 companies in FundSpec's universe. Its average member is down 1.2% over one day, down 0.6% over 30 days and up 89.2% over one year. Figures as of the close on 15 October 2026.

Performance by horizon

1 day-1.19%
5 days-6.84%
30 days-0.64%
180 days+35.11%
1 year+89.24%

A sector move is the average percentage change of its member stocks over the horizon, so a few large moves in small companies can lift or sink it. Compare the 30-day and one-year columns to separate a rotation from a trend. Read the guide: Sector rotation and sector performance.

The interactive view with every horizon and industry is in Sector Performance.

Industries

Industries within the sector ranked by their 30-day move:

IndustryMembers30 days
Telephone & Telegraph Apparatus7 companies+8.56%
Radio & Tv Broadcasting & Communications Equipment16 companies+2.04%
Communications Equipment, NEC10 companies+1.68%
Electronics and Semiconductors66 companies+0.53%
Semiconductors & Related Devices74 companies-0.90%
Printed Circuit Boards12 companies-4.58%
Miscellaneous Electrical Machinery, Equipment & Supplies28 companies-11.27%
Electronic Components, NEC11 companies-14.87%

Movers, 30 days

Strongest over 30 days

TickerCompanyIndustry30 days
SESSES AI CorpMiscellaneous Electrical Machinery, Equipment & Supplies+74.37%
BYRNByrna Technologies Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+40.18%
MXLMaxLinear, IncSemiconductors & Related Devices+31.51%
AMDAdvanced Micro Devices IncSemiconductors & Related Devices+23.25%
VICRVicor CorpElectronic Components, NEC+23.03%
SYNASynaptics IncSemiconductors & Related Devices+20.34%
FORMFormFactor IncSemiconductors & Related Devices+17.14%
EAFGrafTech International LtdElectronics and Semiconductors+16.83%
IMOSChipMOS TECHNOLOGIES INCElectronics and Semiconductors+15.54%
MRVLMarvell Technology, Inc.Semiconductors & Related Devices+15.52%

Weakest over 30 days

TickerCompanyIndustry30 days
INDIindie Semiconductor, Inc.Semiconductors & Related Devices-42.51%
AKTSAktis Oncology, Inc.Electronics and Semiconductors-39.92%
EOSEEos Energy Enterprises, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies-38.29%
FLNCFluence Energy, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies-36.96%
NEOVNeoVolta Inc.Miscellaneous Electrical Machinery, Equipment & Supplies-36.39%
JKSJinkoSolar Holding Co., Ltd.Electronics and Semiconductors-31.42%
PLUGPlug Power IncElectronics and Semiconductors-29.62%
WHRWhirlpool CorpElectronics and Semiconductors-27.15%
BLDPBallard Power Systems Inc.Electronics and Semiconductors-27.07%
CAMPCamp4 Therapeutics CorpElectronics and Semiconductors-23.16%

Movers, 1 day

Strongest over 1 day

TickerCompanyIndustry1 day
ERICEricsson LM Telephone CoElectronics and Semiconductors+11.80%
EOSEEos Energy Enterprises, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+10.77%
ENVXEnovix CorpMiscellaneous Electrical Machinery, Equipment & Supplies+9.84%
CHPTChargePoint Holdings, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+8.72%
MVSTMicrovast Holdings, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+7.82%
QSQuantumScape CorpMiscellaneous Electrical Machinery, Equipment & Supplies+7.63%
NEOVNeoVolta Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+7.05%
HLITHarmonic Inc.Radio & Tv Broadcasting & Communications Equipment+5.69%
ARRYArray Technologies, Inc.Semiconductors & Related Devices+5.62%
NRGVEnergy Vault Holdings, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies+5.52%

Weakest over 1 day

TickerCompanyIndustry1 day
VICRVicor CorpElectronic Components, NEC-10.36%
SMTCSemtech CorpSemiconductors & Related Devices-10.01%
LSCCLattice Semiconductor CorpSemiconductors & Related Devices-6.88%
MTSIMACOM Technology Solutions Holdings, Inc.Semiconductors & Related Devices-6.84%
CBATCBAK Energy Technology, Inc.Miscellaneous Electrical Machinery, Equipment & Supplies-6.56%
AXTIAXT IncSemiconductors & Related Devices-5.97%
IMOSChipMOS TECHNOLOGIES INCElectronics and Semiconductors-5.85%
ASXASE Technology Holding Co., Ltd.Electronics and Semiconductors-5.50%
FORMFormFactor IncSemiconductors & Related Devices-5.32%
OESXOrion Energy Systems, Inc.Electronics and Semiconductors-5.18%

Covered companies

Members with a FundSpec stock page, by market capitalization:

TickerCompanyLast closeDay30 days
NVDANVIDIA Corp.$217.23-1.84%-4.91%
TSMTaiwan Semiconductor Manufacturing Co. Ltd.$422.25-1.80%+1.26%
AVGOBroadcom Inc.$344.33-0.55%-3.59%
MUMicron Technology Inc.$931.24+1.87%-2.81%
AMDAdvanced Micro Devices Inc.$562.23-1.50%+23.25%
INTCIntel Corp.$95.37-2.80%+4.04%
AMATApplied Materials Inc.$430.01-3.72%-1.35%
GEGeneral Electric Co.$312.00+1.62%-6.44%
TXNTexas Instruments Inc.$279.12-0.55%+9.96%
MRVLMarvell Technology, Inc.$241.24-1.65%+15.52%
APHAmphenol Corp.$81.49-1.45%-0.71%
ADIAnalog Devices Inc.$403.95+0.09%+13.31%
QCOMQUALCOMM Inc.$178.40+3.35%+5.83%
SONYSony Group Corp.$24.69+1.35%-1.08%
ASXASE Technology Holding Co. Ltd.$41.89-5.50%+11.92%
EMREmerson Electric Co.$162.15+0.66%+7.95%
LITELumentum Holdings Inc.$869.54-2.99%+2.62%
VRTVertiv Holdings Co.$214.75-3.63%-20.12%
MSIMotorola Solutions, Inc.$456.39+1.03%-3.35%
BEBloom Energy Corp.$236.30-1.27%+0.32%
MPWRMonolithic Power Systems, Inc.$1,249.20+0.49%+2.93%
UMCUnited Microelectronics Corp.$20.92-2.24%+5.34%
NXPINXP Semiconductors N.V.$231.09+4.65%+2.71%
NOKNokia Corp.$9.57+1.81%-2.05%
CIENCiena Corp.$356.52-0.86%+12.30%
STMSTMicroelectronics N.V.$46.60-0.64%-9.13%
CLSCelestica Inc.$315.25-2.50%+1.75%
MCHPMicrochip Technology Inc.$74.26+4.22%+1.57%
CRDOCredo Technology Group Holding Ltd.$178.50-0.40%+8.73%
FLEXFlex Ltd.$98.50-1.84%-8.70%
UIUbiquiti Inc.$617.99+2.06%+3.70%
ERICEricsson LM Telephone Co.$10.71+11.80%+5.73%
JBLJabil Inc.$287.14-2.30%-6.14%
ONON Semiconductor Corp.$73.70+0.46%+0.07%
OTISOtis Worldwide Corp.$70.40+1.87%-1.51%
HUBBHubbell Inc.$464.71-1.83%+0.99%
FSLRFirst Solar, Inc.$178.81-0.15%-13.79%
SWKSSkyworks Solutions, Inc.$79.10+2.87%+10.63%
GNRCGenerac Holdings Inc.$198.40+0.17%+8.40%
AOSSmith A O Corp.$59.47+2.84%-1.75%