MARKET-DISCOVERED GROUP
Price direction is split across 17 measured members. Capital-flow agreement is 5%, so the basket is not yet clean.
WED, FEB 25ADEA filing documented shared operating contextdemand / volume affecting revenue · date precision only
MON, AUG 3FORM filing documented shared operating contextdemand / volume affecting revenue · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across KLAC, KN, MRVL, NVTS, ONTO, RMBS, SANM, SITM, VSH.
“The increase in Systems market revenues for the six months ended June 27, 2026, compared to the six months ended June 28, 2025, was also primarily driven by sales of Triton, partially offset by lower revenue from legacy product offerings as manufacturing capacity and customer demand increasingly shifted toward the Triton platform.”
FORM 10-Q · 2026-08-04
“The interest expense for the three and six months ended June 27, 2026 increased compared with the corresponding period in the prior year due to our entry into the revolving credit facility in the third quarter of fiscal 2025.”
FORM 10-Q · 2026-08-04
“ths ended September 27, 2025, compared to the the three and nine months ended September 28, 2024, was driven by increased demand for high-bandwidth memory (“HBM”) designs utilized in generative artificial intelligence applications, partially offset by lower demand for other non-HBM DRAM designs, due to volatility from trade restrictions with China.”
FORM 10-Q · 2025-11-04
No qualified cross-asset lead/lag link is available for this group.
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
SANM · supplier
“For example, in October 2025, we acquired the data center infrastructure 23 Table of Contents manufacturing business of ZT Systems from Advanced Micro Devices, Inc., and…”
SITM · supplier
“We use Robert Bosch LLC (“Bosch”) in Germany, Taiwan Semiconductor Manufacturing Company (“TSMC”) and United Microelectronics Corporation ("UMC") in Taiwan, and Teledyne…”
FORM · text peer
FORM · text peer
03 · WHO IS IN IT
17/17 active2 rising · 15 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| FORM | FormFactor, Inc. | Most unusual | -4.1% | 21.4% of 14 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| CAMT | Camtek Ltd. | Participating | +1.7% | 35.7% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| RMBS | Rambus Inc. | Participating | -5.4% | 7.1% of 14 sessions | Price participation with distributing signed flow. |
| MRVL | Marvell Technology, Inc. | Participating | -4.6% | 35.7% of 14 sessions | Price participation with accumulating signed flow. |
| NVTS | Navitas Semiconductor Corporation | Participating | -5.2% | 14.3% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| VSH | Vishay Intertechnology, Inc. | Participating | -6.4% | 0% of 14 sessions | Price participation with distributing signed flow. |
| ONTO | Onto Innovation Inc. | Participating | -5.3% | 14.3% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| ASX | ASE Technology Holding Co., Ltd. | Participating | +0.4% | 21.4% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| KLAC | KLA Corporation | Participating | -2.6% | 14.3% of 14 sessions | Price participation with distributing signed flow. |
| KN | Knowles Corporation | Participating | -2.1% | 21.4% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| SITM | SiTime Corporation | Participating | -5.0% | 28.6% of 14 sessions | Price participation with accumulating signed flow. |
| PLAB | Photronics, Inc. | Participating | -1.8% | 21.4% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| SANM | Sanmina Corporation | Participating | -1.8% | 7.1% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| BELFB | Bel Fuse Inc. | Participating | -2.6% | 28.6% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| BELFA | Bel Fuse Inc. | Participating | -2.8% | 42.9% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| KLIC | Kulicke and Soffa Industries, Inc. | Participating | -5.2% | 28.6% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
| ADEA | Adeia Inc. | Participating | -1.2% | 0% of 14 sessions | Price participation is not yet confirmed by per-name flow. |
04 · HAS THIS HAPPENED BEFORE
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.
Only 3 completed episodes across 14 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.