Semi Supply Chain Tracker
Friday, May 22, 2026 Close — Generated Saturday, May 23, 2026 — 30 Stocks Tracked
Gainers: 22
Losers: 8
Best: CRDO +12.94%
Worst: CRWV −1.94%
S&P 500: 6,761
Entry Zone Alerts
NVDA $215.33 — Sitting right in the rotation entry zone. Plan allocation: 30% ($90K). NVDA closed at $215.33, down −1.90% on the day and −4.43% WoW. Markets closed Monday (Memorial Day); first execution window is Tuesday May 26.
TSM $404.52 — Plan allocation: 25% ($75K). Flat on the week (+0.04% WoW). Opened at $407.68 Friday. 50-day MA at $369.59.
ASML $1,632.90 — Plan allocation: 20% ($60K). Up +8.73% WoW, pushing new 52-week highs ($1,653.53 intraday). UBS calls it best European chip stock. Bernstein raised target to $1,971. Momentum is strong — higher entry cost vs plan formation.
AMAT $432.16 — Plan allocation: 10% ($30K). Slightly below last week ($436.62), down −1.02% WoW. In range.
AVGO $414.14 — Plan allocation: 10% ($30K). Down −2.60% WoW from $425.19. 52-week high $442.36. Consolidating below highs.
Top Movers — Daily
Gainers
CRDO
Credo Technology — High-Speed Connectivity
+12.94%
QCOM
Qualcomm — Edge AI / Mobile
+11.60%
ASX
ASE Technology — Advanced Packaging
+6.65%
CDNS
Cadence — EDA Tools
+4.22%
SNPS
Synopsys — EDA Tools
+4.12%
Losers
CRWV
CoreWeave — GPU Cloud / AI Infra
−1.94%
NVDA
NVIDIA — GPU / AI Accelerators
−1.90%
MU
Micron — Memory / HBM
−1.46%
CIEN
Ciena — Optical Networking
−0.59%
Top Movers — Week over Week (May 15 → May 22)
Full Price Table
| Ticker |
Sector |
Price |
Daily % |
WoW % |
| CRDO | High-Speed Connectivity | $218.41 | +12.94% | +26.86% |
| QCOM | Edge AI / Mobile | $238.16 | +11.60% | +18.19% |
| ASX | Advanced Packaging / Testing | $34.81 | +6.65% | +2.96% |
| CDNS | EDA Tools | $373.59 | +4.22% | +7.58% |
| SNPS | EDA Tools | $524.74 | +4.12% | +4.44% |
| AMD | GPU / CPU / AI Accelerators | $467.51 | +3.99% | +10.23% |
| ANET | Data Center Networking | $154.03 | +3.66% | +8.49% |
| CLS | AI Data Center Hardware / EMS | $367.37 | +3.55% | +2.46% |
| ENTG | Semi Materials / Chemicals | $135.28 | +2.96% | +1.66% |
| MRVL | Custom Silicon / Optical / Networking | $196.33 | +2.96% | +10.99% |
| AAOI | Optical Transceivers | $181.49 | +2.65% | −4.66% |
| ETN | Power Infrastructure | $391.35 | +2.58% | −2.03% |
| ASML | EUV Lithography Equipment | $1,632.90 | +2.57% | +8.73% |
| KLAC | Semi Inspection / Process Control | $1,888.38 | +2.51% | +4.66% |
| MPWR | Power Management ICs | $1,589.81 | +1.83% | +2.57% |
| TER | Semiconductor Testing | $358.44 | +1.41% | +6.08% |
| VRT | Power / Cooling Infrastructure | $327.46 | +1.26% | −11.73% |
| AMAT | Semiconductor Equipment | $432.16 | +1.12% | −1.02% |
| LRCX | Semiconductor Equipment | $305.35 | +1.03% | +7.24% |
| ONTO | Semi Inspection / Metrology | $262.25 | +0.31% | −3.50% |
| FN | Optical Manufacturing | $703.86 | +0.08% | −2.52% |
| AVGO | Custom Silicon / Networking | $414.14 | −0.10% | −2.60% |
| COHR | Optical Components / Transceivers | $377.57 | −0.11% | −1.28% |
| AMKR | Advanced Packaging / Testing | $65.75 | −0.23% | −6.54% |
| WDC | Memory / Storage | $484.28 | −0.45% | +0.47% |
| CIEN | Optical Networking Equipment | $583.74 | −0.59% | +5.28% |
| TSM | Foundry | $404.52 | −0.65% | +0.04% |
| MU | Memory / HBM | $751.00 | −1.46% | +3.63% |
| NVDA | GPU / AI Accelerators | $215.33 | −1.90% | −4.43% |
| CRWV | GPU Cloud / AI Infrastructure | $105.49 | −1.94% | −1.69% |
Notable News & Catalysts
CRDO +12.94% — Credo Technology surged on massive volume, hitting a new 52-week high of $218.95. High-speed connectivity demand from AI data center buildout continues to drive the name higher. Up 26.86% on the week.
QCOM +11.60% — Qualcomm ripped to $238.16, near 52-week high ($247.90). Edge AI and on-device inference narrative strengthening. Weekly gain of +18.19% signals institutional rotation into edge compute.
AMD +3.99% — AMD chip deal with Meta driving continued momentum. Up 10.23% WoW as AI accelerator demand broadens beyond NVIDIA.
ASML +2.57% — UBS named ASML best bet among European chip stocks. Bernstein SocGen raised target to $1,971 on DRAM capacity expansion thesis (245K wafers/month in 2026 rising to 435K by 2028). Shares hitting 52-week highs.
MRVL +2.96% — Marvell up 10.99% WoW, driven by US-Iran peace talks optimism and broad semiconductor strength. Custom silicon and optical networking positioning. 52-week high of $198.40 nearly tested.
CRWV −1.94% — CoreWeave CEO sold additional 200K shares on May 23. Insider selling across CEO/CTO/CFO/COO in same week. Structurally damaged sentiment. Down from $187 high to $105.
VRT −11.73% WoW — Vertiv gave back significant gains after running to $379.94 high. Power/cooling infrastructure pullback despite strong AI data center capex tailwinds.
NVDA −1.90% — NVIDIA drifting lower ahead of earnings (expected next week). Down 4.43% WoW. At $215.33, sitting in the rotation entry zone.
Macro — 30-year US Treasury yield hit 5.19% (highest since 2007). Growth stock headwind. Markets closed Monday May 26 for Memorial Day.
Sector Performance (Daily Average)
High-Speed Connectivity
+12.94%
Advanced Packaging
+3.21%
Data Center Networking
+3.66%
GPU / AI Accelerators
+1.05%
Optical / Photonics
+0.87%
Memory / HBM / Storage
−0.95%
GPU Cloud / AI Infra
−1.94%