demand / volume affecting revenue
“The increase in net sales was driven by overall net increased customer end-market demand and an increase of $17.5 million due to production ramps of new products for existing customers.”
PLXS 10-Q
Confirmed
Semiconductor Solutions
13 names are moving together; 85% are participating in the current session.
4 observed Confirmed episodes
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| DIOD | Diodes Incorporated | Technology | +0.7% | 1/8 observed active sessions |
| MCHP | Microchip Technology Incorporat | Technology | -1.0% | 4/8 observed active sessions |
| NXPI | NXP Semiconductors N.V. | Technology | -6.4% | 3/8 observed active sessions |
| TXN | Texas Instruments Incorporated | Technology | -1.0% | Group member |
| ON | ON Semiconductor Corporation | Technology | -2.5% | 3/8 observed active sessions |
| ARW | Arrow Electronics, Inc. | Technology | +1.8% | 2/8 observed active sessions |
| SYNA | Synaptics Incorporated | Technology | -1.4% | 1/8 observed active sessions |
| STM | STMicroelectronics N.V. | Technology | -1.2% | 1/8 observed active sessions |
| LFUS | Littelfuse, Inc. | Technology | +0.1% | 2/8 observed active sessions |
| PLXS | Plexus Corp. | Technology | +4.2% | 2/8 observed active sessions |
| AVT | Avnet, Inc. | Technology | +2.3% | 3/8 observed active sessions |
| ADI | Analog Devices, Inc. | Technology | +0.3% | Group member |
| POWI | Power Integrations, Inc. | Technology | -0.3% | 3/8 observed active sessions |
Why we believe this
Cohort
13 namesParticipation
85% this sessionObserved history
22 daily buildsFiling coverage
12/13 membersrestructuring affecting expense
“The primary drivers of the increase in gross profit and gross margin as compared to fiscal 2024 were a positive shift in customer mix as well as lower costs resulting from operational efficiencies and prior restructuring activities.”
PLXS 10-K
restructuring
“The decrease in the six-month period was partially offset by a $15.6 million impairment charge recorded in the first quarter of fiscal 2026 related to the asset group in our leased facilities in San Jose, California.”
ADI 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Connected, outside the group
SLAB
ADIsupplier · Not moving with the group now
Filing receipt · SLAB / ADI
“In providing mixed-signal ICs for our customers, we believe our key competitive advantages are: • Analog and RF design expertise in CMOS; • Mixed-signal, firmware, and s…”
ADI · supplier
MBLY
STMsupplier · Not moving with the group now
Filing receipt · MBLY / STM
“During 2021 and 2022, STMicroelectronics, our sole supplier of EyeQ™ SoCs, was not able to meet our demand for EyeQ™ SoCs, causing a significant reduction in our invento…”
STM · supplier
MPWR
SYNAtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
SITM
DIODcompetitor · Moving with the group now · 115 min observed
Filing receipt · SITM / DIOD
“Companies that we primarily compete with include, but are not limited to, Abracon, LLC, Daishinku Corp., Diodes Incorporated, Kyocera Corporation, Microchip Technology I…”
DIOD · competitor
QUIK
MCHPpartner · Current intraday read unavailable
Filing receipt · QUIK / MCHP
“Currently, these collaborations include Infineon Technologies, On Semiconductor Corp., Microchip Technology Inc., Silicon Laboratories, Inc., STMicroelectronics N.V., Ar…”
MCHP · partner
History
2026-07-27 → 2026-07-313 observed active sessions · 10% of active names held across the episode
2026-07-14 → 2026-07-172 observed active sessions · 11.1% of active names held across the episode
2026-07-071 observed active session · 100% of active names held across the episode
2026-07-01 → 2026-07-022 observed active sessions · 0% of active names held across the episode