demand / volume affecting revenue
“Memory test revenue remained at near-record levels, driven by robust demand for high bandwidth memory (“HBM”) and DRAM test solutions supporting AI compute deployments.”
TER 10-Q
Confirmed
Semiconductor Equipment · TER
15 names are moving together; 40% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| TER | Teradyne, Inc. | Technology | -4.2% | Most structurally connected |
| RMBS | Rambus, Inc. | Technology | -9.1% | Group member |
| AMD | Advanced Micro Devices, Inc. | Technology | -8.2% | Group member |
| LSCC | Lattice Semiconductor Corporati | Technology | -2.3% | Group member |
| ASML | ASML Holding N.V. - New York Re | Technology | -4.5% | Group member |
| SANM | Sanmina Corporation | Technology | -17.6% | Group member |
| AEIS | Advanced Energy Industries, Inc | Industrials | -6.4% | Group member |
| JBL | Jabil Inc. | Technology | -2.6% | Group member |
| SPXC | SPX Technologies, Inc. | Industrials | -6.8% | Group member |
| TTMI | TTM Technologies, Inc. | Technology | -12.2% | Group member |
| TSM | Taiwan Semiconductor Manufactur | Technology | -1.8% | Group member |
| ACLS | Axcelis Technologies, Inc. | Technology | -6.4% | Group member |
| INTC | Intel Corporation | Technology | -5.9% | Group member |
| ENS | EnerSys | Industrials | -3.6% | Group member |
| GTX | Garrett Motion Inc. | Consumer Cyclical | -2.9% | Group member |
Why we believe this
Cohort
15 namesParticipation
40% this sessionObserved history
1 daily buildsFiling coverage
13/15 membersdemand / volume
“AI-related customer demand continues to be significant in the quarter, reflecting the investments by hyperscalers, vertically integrated producers, and merchant compute customers in AI data center infrastructure.”
TER 10-Q
credit / rates
“Financing Activities Financing activities during the three months ended March 29, 2026, included $200.0 million in net repayments of borrowings on revolving credit facility, $39.4 million used for payments related to net settlement of employee stock compensation awards, $20.4 million used for dividend payments, and $5.5 million used for the repurchase common stock, partially offset by $15.1 million provided by issuance of common stock under stock purchase and stock options plans.”
TER 10-Q
Semiconductor Equipment can stay leader-led if ASML and the next software names fail to join while TER keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.