Tape · Index
Rubin Build-Out 100 — News & analysis
Updates on the Rubin 100 index, its constituents, and the AI build-out theme — semis, substrates, packaging, memory, and power.
No entries yet for Rubin Build-Out 100.
The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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042700.KS -9.15% — Hanmi Semiconductor
▼ 042700.KS -9.15% on the day. In Rubin.
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5801.T -8.37% — Furukawa Electric
▼ 5801.T -8.37% on the day. In Rubin.
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6890.T -7.07% — Ferrotec Holdings
▼ 6890.T -7.07% on the day. In Rubin.
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ALAB +13.3% — Astera Labs
▲ ALAB +13.3% on the day. In Rubin.
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CRDO +8.14% — Credo Technology
▲ CRDO +8.14% on the day. In Rubin.
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LPK.DE -10.55% — LPKF Laser & Electronics
▼ LPK.DE -10.55% on the day. In Rubin.
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Tuesday setup · 0 macro · 3 universe earnings
3 universe earnings reporting today. No major macro.
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2 universe earnings · May 18, 2026
2 reports. 1 beats · 0 misses.
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042700.KS -14.09% — Hanmi Semiconductor
▼ 042700.KS -14.09% on the day. In Rubin.
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4063.T +22161.56% — Shin-Etsu Chemical
▲ 4063.T +22161.56% on the day. In Rubin.
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6146.T +761547.69% — DISCO Corp
▲ 6146.T +761547.69% on the day. In Rubin.
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6525.T +157668.73% — Kokusai Electric
▲ 6525.T +157668.73% on the day. In Rubin.
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6965.T +29422.22% — Hamamatsu Photonics
▲ 6965.T +29422.22% on the day. In Rubin.
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7751.T +21019.1% — Canon
▲ 7751.T +21019.1% on the day. In Rubin.
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ARM -8.46% — ARM Holdings
▼ ARM -8.46% on the day. In Rubin / Euro-AI.
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LPK.DE +9.46% — LPKF Laser & Electronics
▲ LPK.DE +9.46% on the day. In Rubin.
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Monday setup · 0 macro · 2 universe earnings
2 universe earnings reporting today. No major macro.
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042700.KS reverses: +5% → -5.38% — Hanmi Semiconductor
▲→▼ 042700.KS swung +10.38% from initial reaction. The market changed its mind.
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Week of May 10–May 16 · Money Temp Risk-on rally
RKLB +58.8% leads the week. 31 earnings · 0 macro · Temp 57/100.
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005930.KS -8.61% — Samsung Electronics
▼ 005930.KS -8.61% on the day. In Rubin.