Semi Supply Chain Tracker
Market Close: Thursday, May 29, 2026 — 30 stocks across the AI semiconductor supply chain
Top Movers
Biggest Gainers
Biggest Losers
AAOI
Applied Optoelectronics
Entry Zone Alerts
AMKR — $69.56 IN ENTRY ZONE
Tier 2 entry zone: $68–$71, target $80. Currently at $69.56, squarely within the buy range. Dylan Patel's advanced packaging chokepoint thesis. TSMC Arizona partnership. Down 2.15% on the day.
NVDA — $211.14 NEAR FLOOR
Tier 1 floor: $210, entry zone: $220–$225, target $265. At $211.14, NVDA is trading just $1.14 above the defined floor and well below the entry zone. Down 1.59% on the day. If it dips below $210, the floor is breached.
AVGO — $446.77 ABOVE UPPER ENTRY
Tier 3 entry zone: $390–$440, target $500. At $446.77 (+4.28% today), Broadcom has just cleared the upper bound of its entry zone. Strong momentum into June 3 earnings.
Notable Catalysts & Context
CLS +8.8%
Celestica surging on continued AI data center hardware momentum. AI infrastructure revenue growing 76% YoY with $17B 2026 revenue guidance. Next-gen 1.6TbE AI switch orders driving the move.
MU +4.0%
Micron pushing toward 52-week highs ($981). HBM4 ramp in progress, DRAM pricing supercycle continues. HBM supply sold out through 2026.
AVGO +4.3%
Broadcom rallying ahead of June 3 earnings. Custom AI chip revenue doubling. Citi PT $500. At $446.77, approaching all-time high of $448.90.
ASX -6.6%
ASE Technology dropping hard. Packaging sector rotation after recent run-up. Advanced packaging sales doubling thesis intact but profit-taking evident.
MPWR -4.7%
Monolithic Power pulling back after recent highs. Now below analyst consensus PT of $1,599. Power management IC demand thesis unchanged.
COMPUTEX
Computex 2026 wrapping up in Taipei. Jensen Huang keynoted NVIDIA's Rubin Ultra roadmap, robotics partnerships (Figure AI), and next-gen networking. Dell reported $29B AI server segment revenue, nearly tripled YoY.
All 30 Stocks
| Ticker |
Sector |
Price |
Daily Chg |
| AAOI | Optical Transceivers | $158.41 | -5.65% |
| AMAT | Semi Equipment | $450.06 | +0.09% |
| AMD | GPU / AI Accelerators | $516.10 | -0.72% |
| AMKR | Adv Packaging | $69.56 | -2.15% |
| ANET | DC Networking | $159.47 | +3.08% |
| ASML | EUV Lithography | $1,612.76 | -0.01% |
| ASX | Adv Packaging | $38.35 | -6.62% |
| AVGO | Custom Silicon | $446.77 | +4.28% |
| CDNS | EDA Tools | $374.93 | +0.53% |
| CIEN | Optical Networking | $580.23 | +2.21% |
| CLS | AI DC Hardware | $385.39 | +8.80% |
| COHR | Optical Components | $361.47 | -4.09% |
| CRDO | High-Speed Connectivity | $236.03 | +4.58% |
| CRWV | GPU Cloud | $109.53 | +3.40% |
| ENTG | Semi Materials | $138.79 | +0.59% |
| ETN | Power Infra | $400.60 | -0.37% |
| FN | Optical Mfg | $654.16 | -2.50% |
| KLAC | Inspection | $1,921.71 | -0.69% |
| LRCX | Semi Equipment | $318.18 | -0.30% |
| MPWR | Power Mgmt ICs | $1,566.21 | -4.66% |
| MRVL | Custom Silicon | $205.00 | +1.01% |
| MU | Memory / HBM | $971.00 | +4.02% |
| NVDA | GPU / AI Accel | $211.14 | -1.59% |
| ONTO | Inspection | $258.24 | -0.67% |
| QCOM | Edge AI / Mobile | $251.02 | +2.46% |
| SNPS | EDA Tools | $475.62 | -0.08% |
| TER | Semi Testing | $374.31 | -2.73% |
| TSM | Foundry | $418.45 | -1.35% |
| VRT | Power / Cooling | $315.71 | +0.03% |
| WDC | Memory / Storage | $531.21 | +0.18% |