Themes / Group
Inactive · established relationshipLatest completed snapshot · Sep 11 · 16:08 ET

MARKET-DISCOVERED GROUP

Semiconductor Manufacturing

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 18 measured members. Capital-flow agreement is 43%, so the basket is not yet clean.

Price breadth16 up · 1 downRelative median unavailable
Capital-flow alignment43%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 0/100 · lift 0.8×
Evidence depth12 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

WED, FEB 25ACLS filing documented shared operating contextrestructuring affecting expense · date precision only

MON, AUG 3BELFB filing documented shared operating contextrestructuring affecting expense · 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

11/18 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AMAT, COHU, KLAC, ONTO, ROG.

restructuring affecting expense

Other working capital changes included decreases in accrued expenses of $4.3 million and accrued restructuring costs of $0.5 million, primarily reflecting cash payments and the timing of settlement of previously accrued obligations.

BELFB 10-Q · 2026-08-04
demand / volume affecting revenue

This growth was primarily attributable to strong demand in aerospace and defense applications, which contributed $136.6 million of incremental revenue in 2025.

BELFB 10-K · 2026-02-24
credit / rates affecting interest expense

2024 as Compared to 2023 The Company incurred interest expense of $4.1 million in 2024 and $2.9 million in 2023 primarily due to its outstanding borrowings under the Company's Credit Agreement.

BELFB 10-K · 2026-02-24
CONFIRMATION NETWORK

Outsiders and cross-asset links

2 outsiders confirming

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.

QMoving with group

LRCX · text peer

UCTTMoving with group

KLAC · text peer

VECONot confirming

ACLS · text peer

ACMRNot confirming

ENTG · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
FORMONTOASXBELFBKLACENTGACLSNVMITSMASMLSTMGFSCAMTCOHUROGBELFAAMATLRCX

5/18 active17 rising · 1 falling

MemberUnusual activityToday's moveRead now
FORMFormFactor, Inc.
Elevated · 100/100
+2.6%
Active; unclassifiedActive in 0% of observed group sessions
ONTOOnto Innovation Inc.
Elevated · 88/100
+4.6%
Active; unclassifiedActive in 0% of observed group sessions
ASXASE Technology Holding Co., Ltd.
Elevated · 79/100
-1.0%
Active; unclassifiedActive in 0% of observed group sessions
BELFBBel Fuse Inc.
Most unusual · 78/100
+2.4%
Active; unclassifiedActive in 0% of observed group sessions
KLACKLA Corporation
Elevated · 59/100
+2.0%
Active; unclassifiedActive in 0% of observed group sessions
ENTGEntegris, Inc.
Elevated · 54/100
+2.2%
Active; unclassifiedActive in 0% of observed group sessions
ACLSAxcelis Technologies, Inc.
Elevated · 48/100
+0.0%
Active; unclassifiedActive in 0% of observed group sessions
NVMINova Ltd.
Quiet · 44/100
+1.5%
Watch / laggardActive in 0% of observed group sessions
TSMTaiwan Semiconductor Manufacturing Company Limited
Quiet · 42/100
+1.1%
Watch / laggardActive in 0% of observed group sessions
ASMLASML Holding N.V.
Quiet · 41/100
+0.7%
Watch / laggardActive in 0% of observed group sessions
STMSTMicroelectronics N.V.
Quiet · 24/100
+1.5%
Watch / laggardActive in 0% of observed group sessions
GFSGLOBALFOUNDRIES Inc.
Quiet · 20/100
+2.2%
Watch / laggardActive in 0% of observed group sessions
CAMTCamtek Ltd.
Quiet · 20/100
+2.7%
Watch / laggardActive in 0% of observed group sessions
COHUCohu, Inc.
Quiet · 0/100
+4.2%
Watch / laggardActive in 0% of observed group sessions
ROGRogers Corporation
Quiet · 0/100
+2.7%
Watch / laggardActive in 0% of observed group sessions
BELFABel Fuse Inc.
Quiet · 0/100
+2.1%
Watch / laggardActive in 0% of observed group sessions
AMATApplied Materials, Inc.
Quiet · 0/100
+0.6%
Watch / laggardActive in 0% of observed group sessions
LRCXLam Research Corporation
Quiet · 0/100
+0.1%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
FORMFormFactor, Inc.Participating+2.6%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
ONTOOnto Innovation Inc.Participating+4.6%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
ASXASE Technology Holding Co., Ltd.Participating-1.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
BELFBBel Fuse Inc.Most unusual+2.4%0% of 0 sessionsMost unusual activity in this snapshot; performance direction may differ.
KLACKLA CorporationParticipating+2.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
ENTGEntegris, Inc.Participating+2.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
ACLSAxcelis Technologies, Inc.Participating+0.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
NVMINova Ltd.Quiet / lagging+1.5%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
TSMTaiwan Semiconductor Manufacturing Company LimitedQuiet / lagging+1.1%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
ASMLASML Holding N.V.Quiet / lagging+0.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
STMSTMicroelectronics N.V.Quiet / lagging+1.5%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
GFSGLOBALFOUNDRIES Inc.Quiet / lagging+2.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
CAMTCamtek Ltd.Quiet / lagging+2.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
COHUCohu, Inc.Quiet / lagging+4.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
ROGRogers CorporationQuiet / lagging+2.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
BELFABel Fuse Inc.Quiet / lagging+2.1%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
AMATApplied Materials, Inc.Quiet / lagging+0.6%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
LRCXLam Research CorporationQuiet / lagging+0.1%0% of 0 sessionsNot 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.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
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 support12 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades
2026-09-0818 names in the durable cohort
2026-09-0411 names in the durable cohort
2026-09-0316 names in the durable cohort
2026-09-0219 names in the durable cohort
2026-09-0110 names in the durable cohort
2026-08-3118 names in the durable cohort
2026-08-2814 names in the durable cohort
2026-08-2710 names in the durable cohort
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
ACLS0% · 0 episodes
AMAT0% · 0 episodes
ASML0% · 0 episodes
ASX0% · 0 episodes
BELFA0% · 0 episodes
BELFB0% · 0 episodes
CAMT0% · 0 episodes
COHU0% · 0 episodes
ENTG0% · 0 episodes
FORM0% · 0 episodes
GFS0% · 0 episodes
KLAC0% · 0 episodes
LRCX0% · 0 episodes
NVMI0% · 0 episodes
ONTO0% · 0 episodes
ROG0% · 0 episodes
STM0% · 0 episodes
TSM0% · 0 episodes