Fading now · newly observedMarket checked Aug 7 · 16:50 ET

MARKET-DISCOVERED GROUP

Risk-Off Basket · ACMR

5 of 26 members show broad activity, but direction is mixed. Treat this as shared attention—not yet a clean group trade.

Participation5 of 2619% active now

DirectionMixedDirectional agreement is unavailable

Outside confirmation0 of 0No ranked outside relationships

Observed history0 daysNo completed episode yet

01 · WHAT IS HAPPENING

The move and its drivers

Observed market behaviour, not an industry basket

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

The business context around the move

Filing evidence explains exposure; it does not prove causation

WHY THIS GROUP EXISTS

Shared filing context

24/26 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AEIS, AMKR, CGNX, KLAC, MKSI, NPO, ONTO, SANM, SNDK, TTMI, UCTT, WDC.

demand / volume affecting revenue

“The increase was primarily due to increased demand for platforms used in leading-edge process tools and incremental revenue generated from new products in this market, partially offset by lower trailing-edge logic demand.”
AEIS 10-K · 2026-02-13

demand / volume

“Supply chain constraints have intensified, which may further intensify due to other global events and government regulations, contributing to existing global shortages coupled with increased demand in the supply of semiconductors.”
ACMR 10-K · 2026-03-02

credit / rates affecting interest expense

“The change in interest income is a result of changes in balances of cash, cash equivalents, time deposits, while the change in interest expense is due to borrowings, together with changes in interest rates on the respective balances.”
ACMR 10-K · 2026-03-02

WHERE IT COULD SPREAD

Filing-linked outsiders

0 confirming now

Companies outside the group that have disclosed links to its members. Their current state is a confirmation check, not a forecast.

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

WDCNPOASMLSNDKSANMNVMIACMRSTXCGNXAMKRLASRJBLFORMAEISONTOTTMIUCTTPLXSMKSIKLICSEIACLSSXIKLAC

5/26 active16 rising · 8 falling

MemberUnusual activityToday's moveRead now

WDCWestern Digital Corporation

Elevated

-3.8%

ElevatedActive; direction differs

NPOEnpro Inc.

Elevated

-1.0%

ElevatedActive; direction differs

ASMLASML Holding N.V.

Elevated

+2.1%

ElevatedActive; direction differs

SNDKSandisk Corporation

Elevated

-3.7%

ElevatedActive; direction differs

SANMSanmina Corporation

Elevated

-1.4%

ElevatedActive; direction differs

NVMINova Ltd.

Elevated

+3.4%

ElevatedActive; direction differs

ACMRACM Research, Inc.

Most unusual

+6.4%

Most unusualActive; direction differs

STXSeagate Technology Holdings PLC

Elevated

-4.7%

ElevatedActive; direction differs

CGNXCognex Corporation

Elevated

-0.7%

ElevatedActive; direction differs

AMKRAmkor Technology, Inc.

Elevated

+2.1%

ElevatedActive; direction differs

LASRnLIGHT, Inc.

Elevated

-25.9%

ElevatedActive; direction differs

JBLJabil Inc.

Elevated

-1.0%

ElevatedActive; direction differs

FORMFormFactor, Inc.

Elevated

+1.9%

ElevatedActive; direction differs

AEISAdvanced Energy Industries, Inc.

Quiet

+0.5%

QuietBreadth test

ONTOOnto Innovation Inc.

Elevated

+14.7%

ElevatedActive; direction differs

TTMITTM Technologies, Inc.

Quiet

+0.6%

QuietBreadth test

UCTTUltra Clean Holdings, Inc.

Quiet

+5.2%

QuietBreadth test

PLXSPlexus Corp.

Quiet

+0.8%

QuietBreadth test

MKSIMKS Inc.

Elevated

+4.7%

ElevatedActive; direction differs

KLICKulicke and Soffa Industries, Inc.

Quiet

+1.0%

QuietBreadth test

SEISolaris Energy Infrastructure, Inc.

Quiet

+1.7%

QuietBreadth test

ACLSAxcelis Technologies, Inc.

Quiet

+2.4%

QuietBreadth test

SXIStandex International Corporation

Quiet

+0.6%

QuietBreadth test

KLACKLA Corporation

Quiet

+2.8%

QuietBreadth test

View exact member values

TICKER	Company	Role now	Today	Trader interpretation
WDC	Western Digital Corporation	Participating	-3.8%	Active, but the group has not aligned on direction.
NPO	Enpro Inc.	Participating	-1.0%	Active, but the group has not aligned on direction.
ASML	ASML Holding N.V.	Participating	+2.1%	Active, but the group has not aligned on direction.
SNDK	Sandisk Corporation	Participating	-3.7%	Active, but the group has not aligned on direction.
SANM	Sanmina Corporation	Participating	-1.4%	Active, but the group has not aligned on direction.
NVMI	Nova Ltd.	Participating	+3.4%	Active, but the group has not aligned on direction.
ACMR	ACM Research, Inc.	Most unusual	+6.4%	Most unusual activity in this snapshot; performance direction may differ.
STX	Seagate Technology Holdings PLC	Participating	-4.7%	Active, but the group has not aligned on direction.
CGNX	Cognex Corporation	Participating	-0.7%	Active, but the group has not aligned on direction.
AMKR	Amkor Technology, Inc.	Participating	+2.1%	Active, but the group has not aligned on direction.
LASR	nLIGHT, Inc.	Participating	-25.9%	Active, but the group has not aligned on direction.
JBL	Jabil Inc.	Participating	-1.0%	Active, but the group has not aligned on direction.
FORM	FormFactor, Inc.	Participating	+1.9%	Active, but the group has not aligned on direction.
AEIS	Advanced Energy Industries, Inc.	Quiet / lagging	+0.5%	Not participating yet; a breadth test or a genuine divergence.
ONTO	Onto Innovation Inc.	Participating	+14.7%	Active, but the group has not aligned on direction.
TTMI	TTM Technologies, Inc.	Quiet / lagging	+0.6%	Not participating yet; a breadth test or a genuine divergence.
UCTT	Ultra Clean Holdings, Inc.	Quiet / lagging	+5.2%	Not participating yet; a breadth test or a genuine divergence.
PLXS	Plexus Corp.	Quiet / lagging	+0.8%	Not participating yet; a breadth test or a genuine divergence.
MKSI	MKS Inc.	Participating	+4.7%	Active, but the group has not aligned on direction.
KLIC	Kulicke and Soffa Industries, Inc.	Quiet / lagging	+1.0%	Not participating yet; a breadth test or a genuine divergence.
SEI	Solaris Energy Infrastructure, Inc.	Quiet / lagging	+1.7%	Not participating yet; a breadth test or a genuine divergence.
ACLS	Axcelis Technologies, Inc.	Quiet / lagging	+2.4%	Not participating yet; a breadth test or a genuine divergence.
SXI	Standex International Corporation	Quiet / lagging	+0.6%	Not participating yet; a breadth test or a genuine divergence.
KLAC	KLA Corporation	Quiet / lagging	+2.8%	Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Observed history

Only completed observations are shown

Historical cohort observations are not available yet.