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) 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 GroupTaiwan37.78-2.88%+3.48%+8.66%-1.49%+55.54%+277.05%USD
TSMTSMCTaiwan417.52-2.29%-0.34%+3.52%-0.22%+11.71%+75.76%USD
AMKRAmkor TechnologyUS47.88-7.46%-4.74%-0.79%-31.17%+0.32%+96.25%USD
TSEMTower SemiconductorIsrael208.01-5.39%-6.55%-1.49%-18.50%+66.58%+252.56%USD
GFSGlobalFoundriesUS44.76-3.41%-6.85%-10.28%-44.03%-5.87%+31.76%USD

FAQ · from the current data · as of 2026-08-28

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 2026-08-28: leading — ASE Group (ASX) +8.66%; TSMC (TSM) +3.52%; Amkor Technology (AMKR) -0.79%. Lagging — GlobalFoundries (GFS) -10.28%; Tower Semiconductor (TSEM) -1.49%; Amkor Technology (AMKR) -0.79%. Returns are close-to-close in each name's trading currency.

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

As of 2026-08-28: ASE Group (ASX) +277.05%; Tower Semiconductor (TSEM) +252.56%; Amkor Technology (AMKR) +96.25%. Weakest: GlobalFoundries (GFS) +31.76%; TSMC (TSM) +75.76%; Amkor Technology (AMKR) +96.25%.

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.