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Skyworks Solutions, Inc.

SWKS

Technology · 68.34 -0.7% today

You’ve read what changed. Here’s whether the market is confirming it.

Dominant mover · weak group confirmationMarket checked 11 Aug, 15:55 GMT-4

Jodie situation report

SWKS dominates a concentrated Semiconductor Materials move.

SWKS accounts for 86.5% of the group's measured movement across 1.3 effective names. all 2 measured members are falling in raw terms, but 2 of 2 SPY-adjusted paths align to the downside. Capital-flow agreement is 19%, 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 moveDominant mover#1 of 2 by movement share
Group movement share86.5%Absolute path energy—not portfolio weight
Relative path-1.17%aligned
Effective breadth1.3 / 2concentrated
Relative alignment2/2downside path · 0 counter-moving
Capital-flow agreement19%not yet clean
SEQUENCE READ

SWKS was the first measured mover. SWKS crossed its material path threshold at 11:55 ET. QRVO followed.

What changed
  • Revenue decreased 1.0% versus the comparable filing period.
EVIDENCE COVERAGE

2 of 2 members in Semiconductor Materials are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 2 of 2 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as AAPL begins moving with the group.

Invalidation: The live read weakens if participation falls to 1 of 2 members or fewer.

Watch this read

Who this business touches

The relationships behind SWKS

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

Depends on

AAPLApple Inc.customerNov 7, 2025 ▾

“Our key customers include Amazon, Apple Inc.”

CIENCiena CorporationcustomerNov 7, 2025 ▾

“Our key customers include Amazon, Apple Inc.”

Depended on by

AXTIAXT, Inc.competitorMay 14, 2026 ▾

“We face competition for our wafer substrate products from other manufacturers of substrates, such as Sumitomo, JX, Freiberger, Umicore, Vital and CCTC, and from companies, such as Qorvo and Skyworks, that are actively considering alternative materials to GaAs…”

Filing peers

QRVOSLABMTSI

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 23 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SWKS is currently a Early Follower in the organic co-movement group Semiconductor Materials. 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.