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

MARKET-DISCOVERED GROUP

Semiconductors

THE TRADER READShared activity without a clean directional read

Price direction is split across 24 measured members. Capital-flow confirmation is unavailable.

Price breadth20 up · 3 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 18/100
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

WED, FEB 25ADEA filing documented shared operating contextdemand / volume affecting revenue · date precision only

WED, MAY 6SYNA 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

19/25 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ALGM, AMD, BW, CGNX, IPGP, LSCC, MRVL, NVTS, RMBS, RRX, SEDG, SYNA, VSH.

demand / volume affecting revenue

“Net revenue from Mobile product applications decreased by $7.4 million and was primarily driven by lower units sold (which decreased 5.7%) and a decrease in average selling prices (which decreased 11.2%), due to lower demand and unfavorable product mix.”

SYNA 10-Q · 2026-05-07
restructuring affecting expense

“Cash flows used in operating activities was $33.8 million in the six months ended June 30, 2025, which was primarily attributable to the year-to-date net loss of $80.5 million, partially offset by non-cash expenses arising from the loss on sale of business of $35.8 million and impairment of long-lived assets of $9.9 million.”

BW 10-Q · 2026-08-10
demand / volume

“Shifts in customer strategies, product transitions, or macroeconomic factors could lead to reduced demand for our products.”

SYNA 10-K · 2026-08-10
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
LSCC → BNDInverse historical lead/lag · strength -0.22
LSCC → 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
ENSTSMUMCLSCCGFSNVTSINTCALABADEAIPGPALGMRMBSVSHNOKMRVLASXSYNAAMDSEISIMORRXBWCGNXENPH

7/25 active21 rising · 3 falling

MemberUnusual activityToday's moveRead now
ENSEnerSys
Elevated · 100/100
+3.7%
Active; unclassifiedHistorical role unavailable
TSMTaiwan Semiconductor Manufacturing Company Limited
Elevated · 83/100
+1.7%
Active; unclassifiedHistorical role unavailable
UMCUnited Microelectronics Corporation
Elevated · 76/100
+2.9%
Active; unclassifiedHistorical role unavailable
LSCCLattice Semiconductor Corporation
Elevated · 73/100
+1.7%
Active; unclassifiedHistorical role unavailable
GFSGLOBALFOUNDRIES Inc.
Elevated · 66/100
+0.0%
Active; unclassifiedHistorical role unavailable
NVTSNavitas Semiconductor Corporation
Elevated · 64/100
+1.7%
Active; unclassifiedHistorical role unavailable
INTCIntel Corporation
Elevated · 62/100
+0.2%
Active; unclassifiedHistorical role unavailable
ALABAstera Labs, Inc.
Elevated · 62/100
+1.8%
Active; unclassifiedHistorical role unavailable
ADEAAdeia Inc.
Elevated · 60/100
+3.4%
Active; unclassifiedHistorical role unavailable
IPGPIPG Photonics Corporation
Elevated · 52/100
+1.3%
Active; unclassifiedHistorical role unavailable
ALGMAllegro MicroSystems, Inc.
Elevated · 51/100
+5.1%
Active; unclassifiedHistorical role unavailable
RMBSRambus Inc.
Elevated · 47/100
+3.2%
Active; unclassifiedHistorical role unavailable
VSHVishay Intertechnology, Inc.
Elevated · 43/100
+3.0%
Active; unclassifiedHistorical role unavailable
NOKNokia Corporation Sponsored
Elevated · 43/100
+3.9%
Active; unclassifiedHistorical role unavailable
MRVLMarvell Technology, Inc.
Elevated · 41/100
+4.8%
Active; unclassifiedHistorical role unavailable
ASXASE Technology Holding Co., Ltd.
Elevated · 37/100
+2.4%
Active; unclassifiedHistorical role unavailable
SYNASynaptics Incorporated
Most unusual · 37/100
+1.3%
Active; unclassifiedHistorical role unavailable
AMDAdvanced Micro Devices, Inc.
Elevated · 36/100
+4.9%
Active; unclassifiedHistorical role unavailable
SEISolaris Energy Infrastructure, Inc.
Elevated · 33/100
-1.2%
Active; unclassifiedHistorical role unavailable
SIMOSilicon Motion Technology Corporation
Elevated · 30/100
-0.4%
Active; unclassifiedHistorical role unavailable
RRXRegal Rexnord Corporation
Elevated · 28/100
-0.4%
Active; unclassifiedHistorical role unavailable
BWBabcock & Wilcox Enterprises, Inc.
Elevated · 27/100
+1.9%
Active; unclassifiedHistorical role unavailable
CGNXCognex Corporation
Elevated · 27/100
+2.1%
Active; unclassifiedHistorical role unavailable
ENPHEnphase Energy, Inc.
Elevated · 26/100
+0.4%
Active; unclassifiedHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
ENSEnerSysParticipating+3.7%—Price participation is not yet confirmed by per-name flow.
TSMTaiwan Semiconductor Manufacturing Company LimitedParticipating+1.7%—Price participation is not yet confirmed by per-name flow.
UMCUnited Microelectronics CorporationParticipating+2.9%—Price participation is not yet confirmed by per-name flow.
LSCCLattice Semiconductor CorporationParticipating+1.7%—Price participation is not yet confirmed by per-name flow.
GFSGLOBALFOUNDRIES Inc.Participating+0.0%—Price participation is not yet confirmed by per-name flow.
NVTSNavitas Semiconductor CorporationParticipating+1.7%—Price participation is not yet confirmed by per-name flow.
INTCIntel CorporationParticipating+0.2%—Price participation is not yet confirmed by per-name flow.
ALABAstera Labs, Inc.Participating+1.8%—Price participation is not yet confirmed by per-name flow.
ADEAAdeia Inc.Participating+3.4%—Price participation is not yet confirmed by per-name flow.
IPGPIPG Photonics CorporationParticipating+1.3%—Price participation is not yet confirmed by per-name flow.
ALGMAllegro MicroSystems, Inc.Participating+5.1%—Price participation is not yet confirmed by per-name flow.
RMBSRambus Inc.Participating+3.2%—Price participation is not yet confirmed by per-name flow.
VSHVishay Intertechnology, Inc.Participating+3.0%—Price participation is not yet confirmed by per-name flow.
NOKNokia Corporation SponsoredParticipating+3.9%—Price participation is not yet confirmed by per-name flow.
MRVLMarvell Technology, Inc.Participating+4.8%—Price participation is not yet confirmed by per-name flow.
ASXASE Technology Holding Co., Ltd.Participating+2.4%—Price participation is not yet confirmed by per-name flow.
SYNASynaptics IncorporatedMost unusual+1.3%—Most unusual activity in this snapshot; performance direction may differ.
AMDAdvanced Micro Devices, Inc.Participating+4.9%—Price participation is not yet confirmed by per-name flow.
SEISolaris Energy Infrastructure, Inc.Participating-1.2%—Price participation is not yet confirmed by per-name flow.
SIMOSilicon Motion Technology CorporationParticipating-0.4%—Price participation is not yet confirmed by per-name flow.
RRXRegal Rexnord CorporationParticipating-0.4%—Price participation is not yet confirmed by per-name flow.
BWBabcock & Wilcox Enterprises, Inc.Participating+1.9%—Price participation is not yet confirmed by per-name flow.
CGNXCognex CorporationParticipating+2.1%—Price participation is not yet confirmed by per-name flow.
ENPHEnphase Energy, Inc.Participating+0.4%—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.