Gathering III · leaf 5 of 12

PHLX SOX · 30 components

PHLX SOX · 30 components — PHLX Semiconductor Index Constituent Breakdown by Sub-Industry

Name: PHLX Semiconductor Index Constituent Breakdown by Sub-Industry — canonical dataset
Creator: History of Market
License: https://creativecommons.org/licenses/by/4.0/
Keywords: SOX components, 成分, 30 names, fabless, foundry, equipment, TSM, ASML, NVDA

SOX Constituent Architecture — Industrial distribution of thirty constituents across fabless design, foundry manufacturing, and equipment fabrication.

The plate

Logic / Fabless Design

· 11

Design-only houses without fabs — the most direct beneficiaries of the AI buildout.

NVDANVIDIA
AVGOBroadcom
AMDAMD
QCOMQualcomm
MRVLMarvell
MPWRMonolithic Power
ARMArm HoldingsGB
ALABAstera Labs
CRDOCredo Technology
LSCCLattice Semiconductor
SITMSiTime

Pure-play Foundry

· 3

Contract manufacturers for fabless customers. TSM alone holds 60%+ of leading-edge capacity.

TSMTSMCTW
GFSGlobalFoundries
TSEMTower SemiconductorIL

Equipment & Materials

· 8

ASML's EUV is the industry's choke point. AMAT/LRCX/KLAC are the three big US equipment houses.

ASMLASMLNL
AMATApplied Materials
LRCXLam Research
KLACKLA
TERTeradyne
ENTGEntegris
QQnity Electronics
COHRCoherent

Memory (DRAM / NAND)

· 1

The most cyclical sub-industry. MU is the only pure-play in SOX; Samsung and SK Hynix sit on KOSPI.

MUMicron

IDM (own-fab)

· 1

Intel — the industry's biggest transformation story; the IDM model is giving way to fabless + foundry.

INTCIntel

Analog / Mixed-Signal

· 6

The 'water and electricity' of cars, industrial machines and consumer devices. Cycle follows PMI, not AI.

TXNTexas Instruments
ADIAnalog Devices
ONON Semiconductor
MCHPMicrochip Technology
NXPINXP SemiconductorsNL
MTSIMACOM Technology Solutions

Plate III.5 Categorizing thirty constituents across Fabless design, foundry, capital equipment, memory, analog, and IDMs, highlighting the global division of labor underpinning the chip ecosystem.

Latest Snapshot

Data file updated: 2026-10-21

Categorizing thirty constituents across Fabless design, foundry, capital equipment, memory, analog, and IDMs, highlighting the global division of labor underpinning the chip ecosystem.

What this page answers

This static page is built to answer searches for PHLX SOX · 30 components. It summarizes the live dataset behind the PHLX Semiconductor Index Constituent Breakdown by Sub-Industry panel and links to the full interactive chart.

Categorizing thirty constituents across Fabless design, foundry, capital equipment, memory, analog, and IDMs, highlighting the global division of labor underpinning the chip ecosystem. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.

View the interactive chart Download raw JSON

Data & Source

GET /api/semi/composition.json — Canonical dataset endpoint.

Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.

FAQ

Where does this data come from?

History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.

How often is it updated?

Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh each weekend. The timestamp shown on this page comes from the JSON payload.

Can I use the data?

Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.