Themes / Group
Active · newly observed relationshipLatest completed snapshot · Sep 11 · 11:20 ET

MARKET-DISCOVERED GROUP

Semiconductor Equipment & Materials

THE TRADER READShared activity without a clean directional read

Price direction is split across 15 measured members. Capital-flow confirmation is unavailable.

Price breadth13 up · 1 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 44/100
Evidence depth0 support daysLow sample—context, not a validated playbook
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

SUN, MAR 1VICR filing documented shared operating contextdemand / volume affecting revenue · date precision only

TUE, SEP 1CRDO 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 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

14/15 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across CRDO, GTX, HLIO, KLAC, MKSI, ONTO, UCTT, VICR.

demand / volume affecting revenue

“Net revenues for Advanced Products for 2025 increased compared to 2024, primarily due to improved market demand and higher royalty revenue.”

VICR 10-K · 2026-03-02
demand / volume

“The decrease in net revenues for Brick Products was primarily due to reduced market demand.”

VICR 10-K · 2026-03-02
restructuring affecting expense

“The increase was primarily due to higher variable compensation, stock compensation and expense related to early retirement programs and severance costs associated with global cost-saving initiatives.”

ACLS 10-K · 2026-02-26
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
MKSI → BNDInverse historical lead/lag · strength -0.22
MKSI → UNGPositive historical lead/lag · strength 0.18

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
UCTTFORMMKSIENTGHLIOCRDOACMRSXIONTOKLACACLSGLWGTXVICRASML

13/15 active14 rising · 1 falling

MemberUnusual activityToday's moveRead now
UCTTUltra Clean Holdings, Inc.
Elevated · 100/100
+4.2%
Active; unclassifiedHistorical role unavailable
FORMFormFactor, Inc.
Elevated · 78/100
+2.6%
Active; unclassifiedHistorical role unavailable
MKSIMKS Inc.
Elevated · 59/100
+2.1%
Active; unclassifiedHistorical role unavailable
ENTGEntegris, Inc.
Elevated · 34/100
+2.2%
Active; unclassifiedHistorical role unavailable
HLIOHelios Technologies, Inc.
Elevated · 33/100
+3.9%
Active; unclassifiedHistorical role unavailable
CRDOCredo Technology Group Holding Ltd
Elevated · 30/100
+1.5%
Active; unclassifiedHistorical role unavailable
ACMRACM Research, Inc.
Elevated · 27/100
-0.4%
Active; unclassifiedHistorical role unavailable
SXIStandex International Corporation
Elevated · 26/100
+0.8%
Active; unclassifiedHistorical role unavailable
ONTOOnto Innovation Inc.
Elevated · 25/100
+4.6%
Active; unclassifiedHistorical role unavailable
KLACKLA Corporation
Elevated · 25/100
+2.0%
Active; unclassifiedHistorical role unavailable
ACLSAxcelis Technologies, Inc.
Elevated · 24/100
+0.0%
Active; unclassifiedHistorical role unavailable
GLWCorning Incorporated
Elevated · 24/100
+2.0%
Active; unclassifiedHistorical role unavailable
GTXGarrett Motion Inc.
Elevated · 24/100
+1.6%
Active; unclassifiedHistorical role unavailable
VICRVicor Corporation
Most unusual · 23/100
+11.2%
Active; unclassifiedHistorical role unavailable
ASMLASML Holding N.V.
Participating · 16/100
+0.7%
Active; unclassifiedHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
UCTTUltra Clean Holdings, Inc.Participating+4.2%—Price participation is not yet confirmed by per-name flow.
FORMFormFactor, Inc.Participating+2.6%—Price participation is not yet confirmed by per-name flow.
MKSIMKS Inc.Participating+2.1%—Price participation is not yet confirmed by per-name flow.
ENTGEntegris, Inc.Participating+2.2%—Price participation is not yet confirmed by per-name flow.
HLIOHelios Technologies, Inc.Participating+3.9%—Price participation is not yet confirmed by per-name flow.
CRDOCredo Technology Group Holding LtdParticipating+1.5%—Price participation is not yet confirmed by per-name flow.
ACMRACM Research, Inc.Participating-0.4%—Price participation is not yet confirmed by per-name flow.
SXIStandex International CorporationParticipating+0.8%—Price participation is not yet confirmed by per-name flow.
ONTOOnto Innovation Inc.Participating+4.6%—Price participation is not yet confirmed by per-name flow.
KLACKLA CorporationParticipating+2.0%—Price participation is not yet confirmed by per-name flow.
ACLSAxcelis Technologies, Inc.Participating+0.0%—Price participation is not yet confirmed by per-name flow.
GLWCorning IncorporatedParticipating+2.0%—Price participation is not yet confirmed by per-name flow.
GTXGarrett Motion Inc.Participating+1.6%—Price participation is not yet confirmed by per-name flow.
VICRVicor CorporationMost unusual+11.2%—Most unusual activity in this snapshot; performance direction may differ.
ASMLASML Holding N.V.Participating+0.7%—Price participation is not yet confirmed by per-name flow.

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.