Daily Tracker Report

Semi Supply Chain Tracker

Tuesday June 2, 2026 — Market Close

Stocks Up

Stocks Down

Avg Change

+5.9%

Top Mover

MRVL

Top Movers

MRVL

Custom Silicon / Optical / Networking

$290.79 +32.52%

COHR

Optical Components / Transceivers

$426.89 +17.63%

Optical Manufacturing

$701.11 +12.65%

CLS

AI Data Center Hardware / EMS

$472.40 +10.75%

CIEN

Optical Networking Equipment

$627.00 +10.08%

CRWV

GPU Cloud / AI Infrastructure

$119.27 -4.45%

NVDA

GPU / AI Accelerators

$222.82 -0.69%

Ticker	Sector	Prev Close	Current	Change %
MRVL	Custom Silicon / Optical / Networking	$219.43	$290.79	+32.52%
COHR	Optical Components / Transceivers	$362.90	$426.89	+17.63%
FN	Optical Manufacturing	$622.36	$701.11	+12.65%
CLS	AI Data Center Hardware / EMS	$426.55	$472.40	+10.75%
CIEN	Optical Networking Equipment	$569.61	$627.00	+10.08%
AAOI	Optical Transceivers	$185.67	$202.37	+8.99%
ONTO	Semiconductor Inspection / Metrology	$255.71	$278.02	+8.72%
AMAT	Semiconductor Equipment	$458.17	$490.05	+6.96%
TER	Semiconductor Testing	$369.47	$392.62	+6.27%
LRCX	Semiconductor Equipment	$317.12	$334.41	+5.45%
KLAC	Semiconductor Inspection / Process Control	$1,940.04	$2,045.20	+5.42%
MPWR	Power Management ICs	$1,542.39	$1,624.99	+5.36%
ENTG	Semiconductor Materials / Chemicals	$135.73	$142.92	+5.30%
QCOM	Edge AI / Mobile	$228.99	$240.84	+5.17%
ASML	EUV Lithography Equipment	$1,628.15	$1,705.37	+4.74%
AVGO	Custom Silicon / Networking	$459.97	$481.57	+4.70%
ETN	Power Infrastructure	$400.08	$417.62	+4.38%
VRT	Power / Cooling Infrastructure	$323.39	$334.49	+3.43%
SNPS	EDA Tools	$492.29	$508.35	+3.26%
WDC	Memory / Storage	$546.20	$563.10	+3.09%
ASX	Advanced Packaging / Testing	$38.17	$39.26	+2.86%
MU	Memory / HBM	$1,035.50	$1,064.10	+2.76%
AMKR	Advanced Packaging / Testing	$72.75	$74.74	+2.74%
ANET	Data Center Networking	$170.68	$175.33	+2.72%
TSM	Foundry	$435.63	$446.69	+2.54%
AMD	GPU / CPU / AI Accelerators	$510.13	$521.54	+2.24%
CRDO	High-Speed Connectivity	$226.10	$229.00	+1.28%
CDNS	EDA Tools	$414.16	$416.39	+0.54%
NVDA	GPU / AI Accelerators	$224.36	$222.82	-0.69%
CRWV	GPU Cloud / AI Infrastructure	$124.82	$119.27	-4.45%

MRVL +32.5%: Massive post-earnings rally continues. Marvell reported Q1 FY2027 earnings of $0.80 EPS on May 27, beating estimates. Custom silicon and optical/networking demand from AI data centers is the driver. 87% of analysts rate Buy.
COHR +17.6%: Coherent surging on optical transceiver demand for AI data centers. Hit new 52-week high ($433.69 intraday). Datacenter Communications segment driving the run.
FN +12.7%: Fabrinet rallying on optical manufacturing tailwinds from the broader AI networking build-out. Hit 52-week high zone ($704.99 intraday).
CLS +10.7%: Celestica riding the AI data center hardware wave. Revenue growth of 52.8% YoY underscoring the EMS demand cycle.
CIEN +10.1%: Ciena breaking out to new highs ($629.61 intraday) on optical networking equipment demand.
AVGO +4.7%: Broadcom approaching all-time highs ($488.82 intraday) ahead of Q2 earnings report Wednesday June 3 after market close. This is the major catalyst for the week.
NVDA -0.7%: Modest pullback after the massive Jensen Computex keynote rally on June 1 (+6.3%). Some profit-taking near the $224 ATH zone.
CRWV -4.4%: CoreWeave the only meaningful decliner today, pulling back from recent highs. Still up significantly from IPO price.
Broad semi equipment rally: AMAT (+7.0%), TER (+6.3%), KLAC (+5.4%), LRCX (+5.5%) all posting strong gains on continued capex cycle optimism post-Computex.

AVGO — Trading at $481.57, at all-time highs. Earnings Wednesday June 3 after close is the key catalyst. Tranche plan entry zones likely below current levels; watch for post-earnings volatility for potential pullback entries.
NVDA — At $222.82, sitting near ATH ($236.54). Slight pullback today after the Computex rally. The N1X consumer chip announcement and Vera Rubin architecture are long-term catalysts.
MU — $1,064.10, well above previous ATH zone ($1,046.97 52-week high now breached). HBM demand thesis intact. Extended territory — wait for consolidation.
MRVL — Explosive move to $290.79 (+32.5%). Earnings beat + AI custom silicon narrative. Extremely extended; any new position should wait for a pullback toward the 20-day moving average.
QCOM — Recovering to $240.84 (+5.2%) after the -8.8% selloff on June 1 from NVIDIA N1X threat. Still below recent highs. The N1X overhang is real for QCOM's PC ambitions.