Semi Supply Chain Tracker
Weekend Update -- Sunday, May 24, 2026 · Prices as of Friday May 22 close · Markets closed Monday (Memorial Day)
Top 5 Gainers (Daily)
CRDO
Credo Technology
+12.94%
QCOM
Qualcomm
+11.60%
ASX
ASE Technology
+6.65%
CDNS
Cadence Design
+4.22%
SNPS
Synopsys
+4.12%
Top 5 Decliners (Daily)
CRWV
CoreWeave
-1.94%
NVDA
NVIDIA
-1.90%
MU
Micron Technology
-1.46%
TSM
TSMC
-0.65%
CIEN
Ciena Corp
-0.59%
Top 5 Weekly Gainers (May 18 → May 22)
CRDO
Credo Technology · High-Speed Connectivity
+39.76%
QCOM
Qualcomm · Edge AI / Mobile
+16.95%
MRVL
Marvell Technology · Custom Silicon / Optical
+16.22%
TER
Teradyne · Semiconductor Testing
+11.65%
CIEN
Ciena Corp · Optical Networking
+11.29%
Entry Zone Alerts — META → Semi Rotation Plan
Based on the $300K META-to-semi rotation plan formed May 21. First execution window: Tuesday, May 26 (markets closed Monday for Memorial Day).
NVDA — $215.33 · Target Allocation: 30% ($90K)
Down -1.90% Friday, -3.14% on the week. Pulling back from $222 zone. NVDA earnings upcoming (May 28) -- could create volatility entry. In your flagged entry zone.
TSM — $404.52 · Target Allocation: 25% ($75K)
Down -0.65% Friday, +2.16% on the week. Trading near 52-week highs ($421.97). Steady uptrend from $395 support.
ASML — $1,632.90 · Target Allocation: 20% ($60K)
Up +2.57% Friday, +10.90% on the week. Strong momentum -- surged from $1,472 to $1,633 in 5 sessions. 52-week high is $1,412.60 (already blown past it).
AMAT — $432.16 · Target Allocation: 10% ($30K)
Up +1.12% Friday, +4.50% on the week. Nearing 52-week high of $448.45. Equipment spending cycle intact.
AVGO — $414.14 · Target Allocation: 10% ($30K)
Flat at -0.10% Friday, -1.56% on the week. Slight pullback from $420 zone. Meta custom silicon deal (1GW through 2029) underpins thesis.
Notable Catalysts & News
CRDO — AI Factory partnership with Rebellions announced: integrating Credo's ZeroFlap active electrical cables into Rebellions' RebelPOD AI infrastructure platform. Zacks upgraded to Strong Buy. Revenue +200% YoY in fiscal Q3 2026; Q4 earnings June 1. Stock +39.76% on the week.
QCOM — Expanded Stellantis partnership: Snapdragon Digital Chassis chips across cockpit, connectivity, and ADAS for entire next-gen lineup; aiMotive autonomous unit joining Qualcomm. Also detailed data center strategy (Oryon CPU, AI200/AI250 accelerators) at JPMorgan TMC Conference. Stock +16.95% on the week.
MRVL — AMD took new $6.5M stake. AI-driven custom silicon momentum continues. Approaching all-time high at $198.40. Revenue expected to triple by FY2027.
Macro — 30-year US Treasury yield hit 5.19% (highest since 2007) on May 23 -- headwind for growth multiples. S&P 500 at 6,761, Nasdaq at record highs despite bond sell-off. Memorial Day weekend: markets reopen Tuesday May 26.
Upcoming — NVDA earnings May 28 (Wed). CRDO Q4 earnings June 1. Semi tariff delay to June 2027 still provides tailwind. Hyperscaler capex 2026: $400B+ combined (GOOGL $190B, META $125-145B, MSFT $190B, AMZN ~$200B).
Full Price Table — 30 Stocks
| Ticker |
Company |
Sector |
Price |
Daily % |
Weekly % |
Conviction |
| CRDO |
Credo Technology |
High-Speed Connectivity |
$218.41 |
+12.94% |
+39.76% |
High |
| QCOM |
Qualcomm |
Edge AI / Mobile |
$238.16 |
+11.60% |
+16.95% |
Medium |
| ASX |
ASE Technology |
Advanced Packaging / Testing |
$34.81 |
+6.65% |
+9.98% |
Medium |
| CDNS |
Cadence Design |
EDA Tools |
$373.59 |
+4.22% |
+7.98% |
Medium |
| SNPS |
Synopsys |
EDA Tools |
$524.74 |
+4.12% |
+5.28% |
Medium |
| AMD |
Advanced Micro Devices |
GPU / CPU / AI Accelerators |
$467.51 |
+3.99% |
+11.05% |
High |
| ANET |
Arista Networks |
Data Center Networking |
$154.03 |
+3.66% |
+8.69% |
High |
| CLS |
Celestica |
AI Data Center HW / EMS |
$367.37 |
+3.55% |
+7.21% |
Medium |
| MRVL |
Marvell Technology |
Custom Silicon / Optical |
$196.33 |
+2.96% |
+16.22% |
High |
| ENTG |
Entegris |
Semi Materials / Chemicals |
$135.28 |
+2.96% |
+6.34% |
Medium |
| AAOI |
Applied Optoelectronics |
Optical Transceivers |
$181.49 |
+2.65% |
+4.75% |
Speculative |
| ETN |
Eaton Corporation |
Power Infrastructure |
$391.35 |
+2.58% |
+2.48% |
Medium |
| ASML |
ASML Holding |
EUV Lithography Equipment |
$1,632.90 |
+2.57% |
+10.90% |
High |
| KLAC |
KLA Corporation |
Semi Inspection / Process Ctrl |
$1,888.38 |
+2.51% |
+7.51% |
High |
| MPWR |
Monolithic Power Systems |
Power Management ICs |
$1,589.81 |
+1.83% |
+6.96% |
Medium |
| TER |
Teradyne |
Semiconductor Testing |
$358.44 |
+1.41% |
+11.65% |
High |
| VRT |
Vertiv Holdings |
Power / Cooling Infra |
$327.46 |
+1.26% |
-3.61% |
High |
| AMAT |
Applied Materials |
Semiconductor Equipment |
$432.16 |
+1.12% |
+4.50% |
High |
| LRCX |
Lam Research |
Semiconductor Equipment |
$305.35 |
+1.03% |
+9.85% |
High |
| ONTO |
Onto Innovation |
Semi Inspection / Metrology |
$262.25 |
+0.31% |
+3.03% |
Medium |
| FN |
Fabrinet |
Optical Manufacturing |
$703.86 |
+0.08% |
+0.51% |
Medium |
| AVGO |
Broadcom |
Custom Silicon / Networking |
$414.14 |
-0.10% |
-1.56% |
High |
| COHR |
Coherent Corp |
Optical Components |
$377.57 |
-0.11% |
+4.06% |
High |
| AMKR |
Amkor Technology |
Advanced Packaging / Testing |
$65.75 |
-0.23% |
-0.44% |
High |
| WDC |
Western Digital |
Memory / Storage |
$484.28 |
-0.45% |
+5.58% |
Medium |
| CIEN |
Ciena Corporation |
Optical Networking Equipment |
$583.74 |
-0.59% |
+11.29% |
Medium |
| TSM |
TSMC |
Foundry |
$404.52 |
-0.65% |
+2.16% |
High |
| MU |
Micron Technology |
Memory / HBM |
$751.00 |
-1.46% |
+10.19% |
High |
| NVDA |
NVIDIA |
GPU / AI Accelerators |
$215.33 |
-1.90% |
-3.14% |
High |
| CRWV |
CoreWeave |
GPU Cloud / AI Infra |
$105.49 |
-1.94% |
+1.66% |
Speculative |