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Rubin Build-Out 100 · Sector S3 · Layer 2 · Fabrication

Foundry & Integration

Pure-play foundries and IDMs that turn design files into working dies. Capacity here is the binding constraint.

Equal-weight — 1d —
Cap-weighted — 1d —
Momentum (drift) — 1d —
Constituents — in this sector

Composite Index — since inception (Dec 30, 2025)

Three weighting variants of the same constituent basket, rebased to 1,000 at inception. EW = ticker-equal-weight with quarterly drift. CW = cap-weighted (10% cap; below ten names the cap is infeasible, so the sub-index is equal weight by construction) with semi-annual rebalance. MW = drift-only (1/N at inception, market does the tilting between rebalances). Click a legend entry to toggle its line.

Constituents

Every Rubin constituent tagged into this sector. Click a row to open the stock detail page with full chart + Money-Temperature scoring.

Ticker Company Region Last 1d 1w 1m 3m 6m 1y CCY
ASXASE GroupTaiwan46.78-1.58%+3.24%+24.71%+17.16%+110.82%+322.20%USD
TSEMTower SemiconductorIsrael258.41+3.54%+10.23%+16.23%+19.25%+35.39%+255.11%USD
TSMTSMCTaiwan482.30-0.72%+5.55%+12.45%+10.37%+39.67%+65.86%USD
AMKRAmkor TechnologyUS53.39-2.27%-1.39%+11.76%-20.21%+12.12%+82.45%USD
GFSGlobalFoundriesUS48.63+0.14%+1.61%+7.56%-28.45%+10.70%+35.80%USD

FAQ · from the current data · as of 2026-10-06

Foundry & Integration — data Q&A

What is the Foundry & Integration sub-index of the Rubin Build-Out 100?

5 constituents, listed across Taiwan, US, Israel, computed equal-weight, cap-weight and momentum-weight from the same basket and rebased to 1,000 at the index base date. Part of the Rubin Build-Out 100 — /indices/rubin/.

Which Foundry & Integration constituents lead and lag over one month?

As of 2026-10-06: leading — ASE Group (ASX) +24.71%; Tower Semiconductor (TSEM) +16.23%; TSMC (TSM) +12.45%. Lagging — GlobalFoundries (GFS) +7.56%; Amkor Technology (AMKR) +11.76%; TSMC (TSM) +12.45%. Returns are close-to-close in each name's trading currency.

Which Foundry & Integration names have done best over one year?

As of 2026-10-06: ASE Group (ASX) +322.20%; Tower Semiconductor (TSEM) +255.11%; Amkor Technology (AMKR) +82.45%. Weakest: GlobalFoundries (GFS) +35.80%; TSMC (TSM) +65.86%; Amkor Technology (AMKR) +82.45%.

How often does this sub-index update, and is it advice?

The worker recomputes the sub-index and every constituent's returns after each US close (prices converted to USD for the index level; per-name returns stay in local currency). This page is a data surface in an investment research diary — it describes constituents and returns, it recommends nothing.