Themes / Group
Building · newly observed relationshipLatest completed snapshot · 16:55 ET

MARKET-DISCOVERED GROUP

Semiconductor Equipment & Materials · ST

THE TRADER READShared activity without a clean directional read

Price direction is split across 22 measured members. Capital-flow confirmation is unavailable.

Price breadth1 up · 21 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 24/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

2 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.
2 earlier filing context receipts

WED, NOV 5DIOD filing documented shared operating contextdemand / volume affecting revenue · date precision only

TUE, MAY 19ADI 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 THIS GROUP EXISTS

Shared filing context

20/22 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ADI, DIOD, FLR, GNRC, KEYS, LFUS, MCHP, MPWR, NXPI, ON, Q, QCOM, QRVO, SWKS, SYNA, TSLA, TXN.

demand / volume affecting revenue

“Revenue increased 37% and 34% in the three- and six-month periods ended May 2, 2026 as compared to the same periods of the prior fiscal year as a result of a broad-based increase in demand for our products, notably within all Industrial 16 sub-markets with the highest growth coming from our test equipment and aerospace and defense sub-markets.”

ADI 10-Q · 2026-05-20
restructuring affecting expense

“Research and development expense R&D expense decreased in the year ended December 31, 2025 primarily as a result of the divestiture of the Insights Business in the third quarter of 2024 and cost reductions attributable to previously announced restructuring actions.”

ST 10-K · 2026-02-27
restructuring

“Restructuring and other charges, net Restructuring and other charges, net decreased in the year ended December 31, 2025 versus the prior year period, due to (1) the loss on the sale of the Insights Business in the third quarter of 2024, and (2) charges related to our decision to exit the Spear aerospace and defense business in the third quarter of 2024, partially offset by (1) the loss on the sale of the Magnetic Speed and Positioning Business ("MSP Business") in the first quarter of 2025, and (2) an increase in charges related to our restructuring plans.”

ST 10-K · 2026-02-27
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
Q → UNGPositive historical lead/lag · strength 0.24
Q → BNDInverse historical lead/lag · strength -0.19

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
ADITXNSWKSKEYSSYNALFUSDIODONMCHPQRVOCAMTSTNXPIQPOWIMPWRFCNQCOMGNRCFLRTSLASTM

6/22 active1 rising · 21 falling

MemberUnusual activityToday's moveRead now
ADIAnalog Devices, Inc.
Elevated · 100/100
-3.5%
Active; unclassifiedHistorical role unavailable
TXNTexas Instruments Incorporated
Elevated · 93/100
-3.7%
Active; unclassifiedHistorical role unavailable
SWKSSkyworks Solutions, Inc.
Elevated · 91/100
-0.4%
Active; unclassifiedHistorical role unavailable
KEYSKeysight Technologies, Inc.
Elevated · 90/100
-5.5%
Active; unclassifiedHistorical role unavailable
SYNASynaptics Incorporated
Elevated · 87/100
-5.3%
Active; unclassifiedHistorical role unavailable
LFUSLittelfuse, Inc.
Elevated · 82/100
-7.2%
Active; unclassifiedHistorical role unavailable
DIODDiodes Incorporated
Elevated · 78/100
-8.1%
Active; unclassifiedHistorical role unavailable
ONON Semiconductor Corporation
Elevated · 76/100
-4.7%
Active; unclassifiedHistorical role unavailable
MCHPMicrochip Technology Incorporated
Elevated · 73/100
-2.5%
Active; unclassifiedHistorical role unavailable
QRVOQorvo, Inc.
Elevated · 73/100
-0.4%
Active; unclassifiedHistorical role unavailable
CAMTCamtek Ltd.
Elevated · 67/100
-10.0%
Active; unclassifiedHistorical role unavailable
STSensata Technologies Holding plc
Most unusual · 66/100
-6.2%
Active; unclassifiedHistorical role unavailable
NXPINXP Semiconductors N.V.
Elevated · 65/100
-1.7%
Active; unclassifiedHistorical role unavailable
QQnity Electronics, Inc.
Elevated · 64/100
-5.1%
Active; unclassifiedHistorical role unavailable
POWIPower Integrations, Inc.
Elevated · 58/100
-5.7%
Active; unclassifiedHistorical role unavailable
MPWRMonolithic Power Systems, Inc.
Elevated · 57/100
-5.8%
Active; unclassifiedHistorical role unavailable
FCNFTI Consulting, Inc.
Elevated · 55/100
+1.2%
Active; unclassifiedHistorical role unavailable
QCOMQUALCOMM Incorporated
Elevated · 52/100
-1.2%
Active; unclassifiedHistorical role unavailable
GNRCGenerac Holdings Inc.
Elevated · 50/100
-4.5%
Active; unclassifiedHistorical role unavailable
FLRFluor Corporation
Quiet · 38/100
-2.4%
Watch / laggardHistorical role unavailable
TSLATesla, Inc.
Quiet · 36/100
-0.7%
Watch / laggardHistorical role unavailable
STMSTMicroelectronics N.V.
Quiet · 23/100
-6.3%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
ADIAnalog Devices, Inc.Participating-3.5%—Price participation is not yet confirmed by per-name flow.
TXNTexas Instruments IncorporatedParticipating-3.7%—Price participation is not yet confirmed by per-name flow.
SWKSSkyworks Solutions, Inc.Participating-0.4%—Price participation is not yet confirmed by per-name flow.
KEYSKeysight Technologies, Inc.Participating-5.5%—Price participation is not yet confirmed by per-name flow.
SYNASynaptics IncorporatedParticipating-5.3%—Price participation is not yet confirmed by per-name flow.
LFUSLittelfuse, Inc.Participating-7.2%—Price participation is not yet confirmed by per-name flow.
DIODDiodes IncorporatedParticipating-8.1%—Price participation is not yet confirmed by per-name flow.
ONON Semiconductor CorporationParticipating-4.7%—Price participation is not yet confirmed by per-name flow.
MCHPMicrochip Technology IncorporatedParticipating-2.5%—Price participation is not yet confirmed by per-name flow.
QRVOQorvo, Inc.Participating-0.4%—Price participation is not yet confirmed by per-name flow.
CAMTCamtek Ltd.Participating-10.0%—Price participation is not yet confirmed by per-name flow.
STSensata Technologies Holding plcMost unusual-6.2%—Most unusual activity in this snapshot; performance direction may differ.
NXPINXP Semiconductors N.V.Participating-1.7%—Price participation is not yet confirmed by per-name flow.
QQnity Electronics, Inc.Participating-5.1%—Price participation is not yet confirmed by per-name flow.
POWIPower Integrations, Inc.Participating-5.7%—Price participation is not yet confirmed by per-name flow.
MPWRMonolithic Power Systems, Inc.Participating-5.8%—Price participation is not yet confirmed by per-name flow.
FCNFTI Consulting, Inc.Participating+1.2%—Price participation is not yet confirmed by per-name flow.
QCOMQUALCOMM IncorporatedParticipating-1.2%—Price participation is not yet confirmed by per-name flow.
GNRCGenerac Holdings Inc.Participating-4.5%—Price participation is not yet confirmed by per-name flow.
FLRFluor CorporationQuiet / lagging-2.4%—Not participating yet; a breadth test or a genuine divergence.
TSLATesla, Inc.Quiet / lagging-0.7%—Not participating yet; a breadth test or a genuine divergence.
STMSTMicroelectronics N.V.Quiet / lagging-6.3%—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

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.