credit / rates affecting interest expense
“The decrease primarily was driven by the early repayment of the Term Loan Facility in November 2024, which reduced interest expense relative to the prior year period.”
SYNA 10-Q
Confirmed
Semiconductor Technology
18 names are moving together; 11% are participating in the current session.
1 observed Confirmed episode
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ONTO | Onto Innovation Inc. | Technology | -0.4% | Group member |
| STM | STMicroelectronics N.V. | Technology | -0.4% | Group member |
| AMKR | Amkor Technology, Inc. | Technology | -0.5% | 1/1 observed active sessions |
| KLAC | KLA Corporation | Technology | -2.6% | Group member |
| KN | Knowles Corporation | Technology | +0.8% | Group member |
| ASX | ASE Technology Holding Co., Ltd | Technology | -3.6% | Group member |
| MRVL | Marvell Technology, Inc. | Technology | +3.3% | Group member |
| VSH | Vishay Intertechnology, Inc. | Technology | -1.4% | 1/1 observed active sessions |
| INTC | Intel Corporation | Technology | +2.1% | Group member |
| RMBS | Rambus, Inc. | Technology | -0.3% | 1/1 observed active sessions |
| SYNA | Synaptics Incorporated | Technology | -0.8% | 1/1 observed active sessions |
| CAMT | Camtek Ltd. | Technology | +0.7% | Group member |
| SANM | Sanmina Corporation | Technology | +2.3% | Group member |
| QCOM | QUALCOMM Incorporated | Technology | -0.8% | Group member |
| BELFB | Bel Fuse Inc. | Technology | -1.3% | Group member |
| BELFA | Bel Fuse Inc. | Technology | +1.1% | Group member |
| ADEA | Adeia Inc. | Technology | +3.0% | Group member |
| SEDG | SolarEdge Technologies, Inc. | Technology | -9.0% | 1/1 observed active sessions |
Why we believe this
Cohort
18 namesParticipation
11% this sessionObserved history
2 daily buildsFiling coverage
15/18 membersrestructuring affecting expense
“These increases were partially offset by a $16.3 million decrease in payroll related costs primarily driven by the restructuring action we initiated in the first quarter of fiscal 2025.”
SYNA 10-K
demand / volume
“Shifts in customer strategies, product transitions, or macroeconomic factors could lead to reduced demand for our products.”
SYNA 10-K
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
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
AMD
SANMsupplier · Moving with the group now · 115 min observed
Filing receipt · AMD / SANM
“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…”
SANM · supplier
QUIK
AMKRsupplier · Not moving with the group now
Filing receipt · QUIK / AMKR
“Packaging and assembly services for our commercial products are provided by third-party semiconductor assembly and test providers, including Amkor Technology, Inc.”
AMKR · supplier
AVGO
AMKRsupplier · Not moving with the group now
Filing receipt · AVGO / AMKR
“We use third-party CMs for a significant majority of our assembly and test operations, including TSMC, Advanced Semiconductor Engineering, Inc., Foxconn Technology Group…”
AMKR · supplier
ALAB
AMKRsupplier · Not moving with the group now
Filing receipt · ALAB / AMKR
“We use Advanced Semiconductor Engineering and Amkor Technologies to assemble, package, and test our ICs.”
AMKR · supplier
History
2026-07-171 observed active session · 100% of active names held across the episode