Inactive · established relationshipLatest completed snapshot · Aug 21 · 16:11 ET

MARKET-DISCOVERED GROUP

Semiconductor Solutions

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 11 measured members. Capital-flow agreement is 21%, so the basket is not yet clean.

Price breadth7 up · 4 downRelative median unavailable

Capital-flow alignment21%Price breadth is not yet confirmed by flow

Activity nowCalmActivity score 4/100 · lift 0.8×

Evidence depth5 episodes13 observed active sessions

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, AUG 5PLXS filing documented shared operating contextdemand / volume affecting revenue · date precision only

TUE, AUG 18ADI filing documented shared operating contextdemand / volume affecting revenue · date precision only

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

11/11 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ADI, ARW, AVT, DIOD, LFUS, MCHP, NXPI, ON, TXN.

demand / volume affecting revenue

“The increase in net sales was driven by an increase of $107.4 million due to production ramps of new products for existing customers, an increase of $29.4 million due to production ramps for new customers and overall net increased customer end-market demand.”
PLXS 10-Q · 2026-08-06

restructuring 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 · 2025-11-14

restructuring

“The decrease in the nine-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 · 2026-08-19

CONFIRMATION NETWORK

Outsiders and cross-asset links

1 outsiders confirming

TLN → BNDInverse historical lead/lag · strength -0.26

TLN → SLVInverse historical lead/lag · strength -0.31

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

SYNAMoving with group

ADI · text peer

SLABNot confirming

TXN · text peer

AOSLNot confirming

ON · text peer

SMTCNot confirming

TXN · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately

LFUSDIODPLXSONTXNADIARWPOWIMCHPNXPIAVT

5/11 active7 rising · 4 falling

MemberUnusual activityToday's moveRead now

LFUSLittelfuse, Inc.

Elevated · 100/100

-0.1%

Active; unclassifiedActive in 30.8% of observed group sessions

DIODDiodes Incorporated

Elevated · 90/100

+3.8%

Active; unclassifiedActive in 15.4% of observed group sessions

PLXSPlexus Corp.

Most unusual · 88/100

-0.7%

Active; unclassifiedActive in 15.4% of observed group sessions

ONON Semiconductor Corporation

Elevated · 87/100

-0.7%

Active; unclassifiedActive in 30.8% of observed group sessions

TXNTexas Instruments Incorporated

Elevated · 79/100

-0.5%

Flow divergenceActive in 15.4% of observed group sessions

ADIAnalog Devices, Inc.

Elevated · 71/100

+0.8%

Flow divergenceActive in 7.7% of observed group sessions

ARWArrow Electronics, Inc.

Quiet · 64/100

+2.0%

Watch / laggardActive in 30.8% of observed group sessions

POWIPower Integrations, Inc.

Quiet · 61/100

+0.6%

Watch / laggardActive in 38.5% of observed group sessions

MCHPMicrochip Technology Incorporated

Quiet · 51/100

+0.4%

Watch / laggardActive in 53.8% of observed group sessions

NXPINXP Semiconductors N.V.

Quiet · 50/100

+1.1%

Watch / laggardActive in 23.1% of observed group sessions

AVTAvnet, Inc.

Quiet · 41/100

+2.0%

Watch / laggardActive in 46.2% of observed group sessions

View exact member values

TICKER	Company	Role now	Today	Observed history	Trader interpretation
LFUS	Littelfuse, Inc.	Participating	-0.1%	30.8% of 13 sessions	Price participation is not yet confirmed by per-name flow.
DIOD	Diodes Incorporated	Participating	+3.8%	15.4% of 13 sessions	Price participation is not yet confirmed by per-name flow.
PLXS	Plexus Corp.	Most unusual	-0.7%	15.4% of 13 sessions	Most unusual activity in this snapshot; performance direction may differ.
ON	ON Semiconductor Corporation	Participating	-0.7%	30.8% of 13 sessions	Price participation is not yet confirmed by per-name flow.
TXN	Texas Instruments Incorporated	Participating	-0.5%	15.4% of 13 sessions	Price participation with distributing signed flow.
ADI	Analog Devices, Inc.	Participating	+0.8%	7.7% of 13 sessions	Price participation with distributing signed flow.
ARW	Arrow Electronics, Inc.	Quiet / lagging	+2.0%	30.8% of 13 sessions	Not participating yet; a breadth test or a genuine divergence.
POWI	Power Integrations, Inc.	Quiet / lagging	+0.6%	38.5% of 13 sessions	Not participating yet; a breadth test or a genuine divergence.
MCHP	Microchip Technology Incorporated	Quiet / lagging	+0.4%	53.8% of 13 sessions	Not participating yet; a breadth test or a genuine divergence.
NXPI	NXP Semiconductors N.V.	Quiet / lagging	+1.1%	23.1% of 13 sessions	Not participating yet; a breadth test or a genuine divergence.
AVT	Avnet, Inc.	Quiet / lagging	+2.0%	46.2% of 13 sessions	Not participating yet; a breadth test or a genuine divergence.

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

Early observed follow-through

2/2 events completed

30 minutes+0.12%50% continuation · n=2Median MFE +1.01% · MAE -0.69%

60 minutes-0.02%50% continuation · n=2Median MFE +1.01% · MAE -0.69%

Session close+0.51%50% continuation · n=2Median MFE +1.01% · MAE -0.69%

Next-session close+0.10%50% continuation · n=2Median MFE +1.01% · MAE -0.69%

moderate structural support

5 completed episodes across 13 active sessions provide moderate historical support. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support35 daysHow often the cohort identity was observed

Completed episodes5Separate periods of broad group activity

Active sessions13Completed session observations, not trades

2026-08-18 → 2026-08-192 active sessions25% composition consistency through the episode

2026-07-27 → 2026-08-106 active sessionsNo name was active through every recorded session

2026-07-14 → 2026-07-172 active sessions11.1% composition consistency through the episode

2026-07-071 active session100% composition consistency through the episode

2026-07-01 → 2026-07-022 active sessionsNo name was active through every recorded session

MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS

MCHP53.8% · 3 episodes

AVT46.2% · 3 episodes

POWI38.5% · 2 episodes

ARW30.8% · 3 episodes

LFUS30.8% · 2 episodes

ON30.8% · 4 episodes

NXPI23.1% · 1 episode

DIOD15.4% · 2 episodes

PLXS15.4% · 2 episodes

TXN15.4% · 2 episodes

ADI7.7% · 1 episode