Feed / ACLS

Axcelis Technologies, Inc.

ACLS

Technology · 127.00 +1.5% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Axcelis Technologies, Inc.'s move is spreading beyond its market group.

ACLS accounts for 12.4% of the group's measured movement across 9.4 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the upside. Capital-flow agreement is 1%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#3 of 12 by movement share
Group movement share12.4%Absolute path energy—not portfolio weight
Relative path+0.57%aligned
Effective breadth9.4 / 12broad
Relative alignment8/12upside path · 3 counter-moving
Capital-flow agreement1%not yet clean
SEQUENCE READ

BELFB, BELFA, GFS moved materially before ACLS. ACLS crossed its material path threshold at 15:55 ET, 5 minutes after the first measured mover. ADEA, ENTG, ASX followed.

What changed
  • Revenue increased 10.6% versus the comparable filing period.
  • Operating margin fell 5.5 percentage points.
EVIDENCE COVERAGE

11 of 25 members in Semiconductor Supply Chain are active. 0 of 5 disclosed connections are confirming.

What would change this read
  • At least 17 of 25 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • MPWR remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 8 of 25 members or fewer.

Watch this read

Who this business touches

The relationships behind ACLS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

VECOVeeco Instruments Inc.investeeMay 8, 2026 ▾

“Of the mature process segment, power device shipments comprised 35% of total systems revenue with the general mature segment representing 33%, which includes image sensor applications.”

AMATApplied Materials, Inc.competitorFeb 26, 2026 ▾

“Significant competitive factors in the semiconductor capital equipment market include price, cost of ownership, equipment performance, customer support, capabilities, and breadth of product line.”

Depended on by

VECOVeeco Instruments Inc.partnerMay 5, 2026 ▾

“To learn more about Veeco’s systems and service offerings, visit www.veeco.com .”

Filing peers

VECO

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ACLS is currently a Participant in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.