Themes / Group
Fading · newly observed relationshipLatest completed snapshot · Aug 24 · 16:55 ET

MARKET-DISCOVERED GROUP

Semiconductor Equipment & Components

THE TRADER READShared activity without a clean directional read

Price direction is split across 15 measured members. Capital-flow confirmation is unavailable.

Price breadth14 up · 1 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 26/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

MON, NOV 3HLIO filing documented shared operating contextdemand / volume affecting revenue · date precision only

SUN, JUN 14CRDO filing documented shared operating contextdemand / volume affecting revenue · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

14/15 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across CRDO, GTX, HLIO, KLAC, MKSI, ONTO, UCTT, VICR.

demand / volume affecting revenue

“Sales for the year-to-date period were positively impacted by increased demand for products in our recreational and mobile end markets, offset partially by a decrease in the industrial and agriculture end markets.”

HLIO 10-Q · 2025-11-04
demand / volume

“We believe our product innovation will aid organic growth and fill the expected demand resulting from the megatrends of automation, electrification, digitalization, energy efficiency, productivity and artificial intelligence.”

HLIO 10-K · 2026-03-03
restructuring affecting expense

“The decrease is due to higher operating expenses as a percentage of revenue, primarily from higher wages and benefit costs and higher amortization related to the HCEE accelerated intangible amortization as a result of restructuring activities partially offset by the gross margin changes.”

HLIO 10-Q · 2025-11-04
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
MKSI → BNDInverse historical lead/lag · strength -0.22
MKSI → UNGPositive historical lead/lag · strength 0.18

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
UCTTFORMMKSIENTGHLIOCRDOACMRSXIONTOKLACACLSGLWGTXVICRASML

6/15 active14 rising · 1 falling

MemberUnusual activityToday's moveRead now
UCTTUltra Clean Holdings, Inc.
Elevated · 100/100
+0.7%
Active; unclassifiedHistorical role unavailable
FORMFormFactor, Inc.
Elevated · 78/100
-0.3%
Active; unclassifiedHistorical role unavailable
MKSIMKS Inc.
Elevated · 59/100
+0.5%
Active; unclassifiedHistorical role unavailable
ENTGEntegris, Inc.
Elevated · 34/100
+0.4%
Active; unclassifiedHistorical role unavailable
HLIOHelios Technologies, Inc.
Most unusual · 33/100
+0.4%
Active; unclassifiedHistorical role unavailable
CRDOCredo Technology Group Holding Ltd
Elevated · 30/100
+1.7%
Active; unclassifiedHistorical role unavailable
ACMRACM Research, Inc. Class A Common Stock
Elevated · 27/100
+3.1%
Active; unclassifiedHistorical role unavailable
SXIStandex International Corporation
Elevated · 26/100
+0.8%
Active; unclassifiedHistorical role unavailable
ONTOOnto Innovation Inc.
Elevated · 25/100
+3.1%
Active; unclassifiedHistorical role unavailable
KLACKLA Corporation
Elevated · 25/100
+1.0%
Active; unclassifiedHistorical role unavailable
ACLSAxcelis Technologies, Inc.
Elevated · 24/100
+1.7%
Active; unclassifiedHistorical role unavailable
GLWCorning Incorporated
Elevated · 24/100
+0.9%
Active; unclassifiedHistorical role unavailable
GTXGarrett Motion Inc.
Elevated · 24/100
+1.6%
Active; unclassifiedHistorical role unavailable
VICRVicor Corporation
Elevated · 23/100
+2.5%
Active; unclassifiedHistorical role unavailable
ASMLASML Holding N.V.
Participating · 16/100
+0.2%
Active; unclassifiedHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
UCTTUltra Clean Holdings, Inc.Participating+0.7%—Price participation is not yet confirmed by per-name flow.
FORMFormFactor, Inc.Participating-0.3%—Price participation is not yet confirmed by per-name flow.
MKSIMKS Inc.Participating+0.5%—Price participation is not yet confirmed by per-name flow.
ENTGEntegris, Inc.Participating+0.4%—Price participation is not yet confirmed by per-name flow.
HLIOHelios Technologies, Inc.Most unusual+0.4%—Most unusual activity in this snapshot; performance direction may differ.
CRDOCredo Technology Group Holding LtdParticipating+1.7%—Price participation is not yet confirmed by per-name flow.
ACMRACM Research, Inc. Class A Common StockParticipating+3.1%—Price participation is not yet confirmed by per-name flow.
SXIStandex International CorporationParticipating+0.8%—Price participation is not yet confirmed by per-name flow.
ONTOOnto Innovation Inc.Participating+3.1%—Price participation is not yet confirmed by per-name flow.
KLACKLA CorporationParticipating+1.0%—Price participation is not yet confirmed by per-name flow.
ACLSAxcelis Technologies, Inc.Participating+1.7%—Price participation is not yet confirmed by per-name flow.
GLWCorning IncorporatedParticipating+0.9%—Price participation is not yet confirmed by per-name flow.
GTXGarrett Motion Inc.Participating+1.6%—Price participation is not yet confirmed by per-name flow.
VICRVicor CorporationParticipating+2.5%—Price participation is not yet confirmed by per-name flow.
ASMLASML Holding N.V.Participating+0.2%—Price participation is not yet confirmed by per-name flow.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.