Semi Supply Chain Tracker

Friday, May 22, 2026 · Intraday snapshot · 30 stocks across the semiconductor supply chain

Entry Zone Alert

NVDA $215.33 — Below the $219-223 post-earnings range. Sell-the-news drift continues after blowout Q1 ($81.6B rev, +85% YoY). Rotation plan target: 30% ($90K). In Zone

CRWV $105.49 — Broke back above $100 after sub-$100 lows on May 19. Insider selling (Magnetar, CTO) still digesting. Plan status: "Stay away" until floor forms.

Top Movers

Biggest Gainers

CRDO Credo Technology

$218.41

+12.94%

QCOM Qualcomm

$238.16

+11.60%

ASX ASE Technology

$34.81

+6.65%

CDNS Cadence Design

$373.59

+4.22%

SNPS Synopsys

$524.74

+4.12%

Biggest Decliners

CRWV CoreWeave

$105.49

-1.94%

NVDA NVIDIA

$215.33

-1.90%

MU Micron

$751.00

-1.46%

TSM TSMC

$404.52

-0.65%

CIEN Ciena

$583.74

-0.59%

Full Price Table

Ticker	Sector	Price	Change
CRDO Credo Technology	Connectivity / SerDes	$218.41	+12.94%
QCOM Qualcomm	Mobile / Edge AI	$238.16	+11.60%
ASX ASE Technology	OSAT / Packaging	$34.81	+6.65%
CDNS Cadence Design	EDA / Design Tools	$373.59	+4.22%
SNPS Synopsys	EDA / Design Tools	$524.74	+4.12%
AMD Advanced Micro Devices	GPU / Compute	$467.51	+3.99%
ANET Arista Networks	Networking	$154.03	+3.66%
CLS Celestica	EMS / Manufacturing	$367.37	+3.55%
MRVL Marvell Technology	Custom Silicon / DPU	$196.33	+2.96%
ENTG Entegris	Materials / Chemicals	$135.28	+2.96%
AAOI Applied Optoelectronics	Optical / Transceivers	$181.49	+2.65%
ETN Eaton Corporation	Power Infrastructure	$391.35	+2.58%
ASML ASML Holding	Lithography (EUV Monopoly)	$1,632.90	+2.57%
KLAC KLA Corporation	Process Control / Inspection	$1,888.38	+2.51%
MPWR Monolithic Power	Power Management	$1,589.81	+1.83%
TER Teradyne	Test Equipment	$358.44	+1.41%
VRT Vertiv Holdings	Data Center Power/Cooling	$327.46	+1.26%
AMAT Applied Materials	Deposition / Etch Equipment	$432.16	+1.12%
LRCX Lam Research	Etch / Deposition Equipment	$305.35	+1.03%
ONTO Onto Innovation	Process Control / Metrology	$262.25	+0.31%
FN Fabrinet	Optical Manufacturing	$703.86	+0.08%
AVGO Broadcom	Custom Silicon / Networking	$414.14	-0.10%
COHR Coherent	Optical / Photonics	$377.57	-0.11%
AMKR Amkor Technology	OSAT / Packaging	$65.75	-0.23%
WDC Western Digital	Memory / Storage	$484.28	-0.45%
CIEN Ciena	Optical Networking	$583.74	-0.59%
TSM TSMC	Foundry	$404.52	-0.65%
MU Micron	Memory / HBM	$751.00	-1.46%
NVDA NVIDIA	GPU / AI Accelerator	$215.33	-1.90%
CRWV CoreWeave	GPU Cloud / Infrastructure	$105.49	-1.94%

Notable Catalysts

CRDO — Surging +12.94% on massive volume. Credo's high-speed connectivity chips (SerDes/AEC) riding the AI networking buildout wave. Broke through 52-week high ($213.80) to new ATH territory at $218.41.

QCOM — +11.60% rip to $238.16, approaching 52-week high ($247.90). Edge AI / on-device inference narrative strengthening as hyperscaler capex cascades into mobile and IoT silicon.

NVDA — Continued post-earnings drift, -1.90% to $215.33. Classic sell-the-news despite blowout Q1 ($81.6B revenue, +85% YoY, "demand has gone parabolic"). Vera Rubin on track H2 2026. Now below the $219-223 post-earnings range.

SNPS / CDNS — EDA pair trading strong (+4.1% / +4.2%). Design tool demand accelerating as chip complexity increases with AI accelerator architectures.

ASML — +2.57% to $1,632.90. EUV monopoly continues to rerate. Ending quarterly order disclosure going forward; last clean booking data already captured.

CRWV — -1.94%, still digesting insider selling wave (Magnetar dumped 80% of position, CTO sold $47.5M). Bounced back above $100 but conviction is weak.

Macro — 30-year Treasury yield at 5.17% (highest since 2007). Growth stock headwind persists. US semi tariffs delayed to June 2027 provides near-term policy tailwind.

META → Semi Rotation Plan Status

Plan: sell ~$300K META, redeploy into semi supply chain. Status: formed May 21, execution TBD.

Ticker	Allocation	Target $	Current Price
NVDA	30%	$90K	$215.33 Entry Zone
TSM	25%	$75K	$404.52
ASML	20%	$60K	$1,632.90
AMAT	10%	$30K	$432.16
AVGO	10%	$30K	$414.14
Cash	5%	$15K	—