Semi Supply Chain Tracker

Weekly Close Report

Friday May 29, 2026 Close — Weekend Edition, Sunday May 31

Stocks Tracked

Gainers

Decliners

May 29

Last Trade Date

Top Movers — Friday May 29

CLS Celestica

+9.79%

$385.39 ← $354.22

CRDO Credo Technology

+6.15%

$236.03 ← $225.69

MU Micron Technology

+5.14%

$971.00 ← $933.50

AVGO Broadcom

+4.73%

$446.77 ← $428.44

AAOI Applied Optoelectronics

−6.28%

$158.41 ← $167.90

ASX ASE Technology

−5.54%

$38.35 ← $41.07

MPWR Monolithic Power

−4.10%

$1,566.21 ← $1,642.75

COHR Coherent Corp

−4.11%

$361.47 ← $376.87

Full Price Table — All 30 Positions

Ticker	Company	Price	Day Chg	vs. Entry	Sector	Conviction
AAOI	Applied Optoelectronics	$158.41	−5.65%	−13.7%	Optical Transceivers	Speculative
AMAT	Applied Materials	$450.06	+0.09%	+34.3%	Semiconductor Equipment	High
AMD	Advanced Micro Devices	$516.10	−0.72%	+45.5%	GPU / CPU / AI Accelerators	High
AMKR	Amkor Technology	$69.56	−2.15%	+7.0%	Advanced Packaging	High
ANET	Arista Networks	$159.47	+3.08%	+8.4%	Data Center Networking	High
ASML	ASML Holding	$1,612.76	−0.01%	+11.8%	EUV Lithography	High
ASX	ASE Technology	$38.35	−6.63%	+107.3%	Advanced Packaging	Medium
AVGO	Broadcom	$446.77	+4.28%	+67.3%	Custom Silicon / Networking	High
CDNS	Cadence Design	$374.93	+0.53%	+5.6%	EDA Tools	Medium
CIEN	Ciena Corporation	$580.23	+2.21%	+292.1%	Optical Networking	Medium
CLS	Celestica	$385.39	+8.80%	+221.2%	AI Data Center / EMS	Medium
COHR	Coherent Corp	$361.47	−4.09%	+133.2%	Optical Components	High
CRDO	Credo Technology	$236.03	+4.58%	+21.9%	High-Speed Connectivity	High
CRWV	CoreWeave	$109.53	+3.40%	−20.6%	GPU Cloud / AI Infra	Speculative
ENTG	Entegris	$138.79	+0.59%	−11.0%	Semi Materials	Medium
ETN	Eaton Corporation	$400.60	−0.37%	−4.9%	Power Infrastructure	Medium
FN	Fabrinet	$654.16	−2.50%	+84.3%	Optical Manufacturing	Medium
KLAC	KLA Corporation	$1,921.71	−0.69%	+16.5%	Semi Inspection	High
LRCX	Lam Research	$318.18	−0.30%	+15.4%	Semiconductor Equipment	High
MPWR	Monolithic Power	$1,566.21	−4.66%	−5.2%	Power Management ICs	Medium
MRVL	Marvell Technology	$205.00	+1.01%	+21.4%	Custom Silicon / Optical	High
MU	Micron Technology	$971.00	+4.02%	+45.8%	Memory / HBM	High
NVDA	NVIDIA	$211.14	−1.58%	+1.4%	GPU / AI Accelerators	High
ONTO	Onto Innovation	$258.24	−0.67%	−15.3%	Semi Inspection	Medium
QCOM	Qualcomm	$251.02	+2.46%	+30.4%	Edge AI / Mobile	Medium
SNPS	Synopsys	$475.62	−0.08%	−5.7%	EDA Tools	Medium
TER	Teradyne	$374.31	−2.73%	+6.9%	Semi Testing	High
TSM	Taiwan Semiconductor	$418.45	−1.35%	−0.3%	Foundry	High
VRT	Vertiv Holdings	$315.71	+0.03%	−12.0%	Power / Cooling	High
WDC	Western Digital	$531.21	+0.18%	+9.9%	Memory / Storage	Medium

Notable Catalysts & News This Week

AVGO — Broadcom earnings report Wednesday June 4. Broadcom hit ATH at $448.90 ahead of earnings. The last semi giant to report this cycle. Revenue guidance and custom ASIC commentary will set tone for the sector.

MU — Micron surging on HBM demand strength, up +45.8% from entry. HBM3E ramp continues with SK Hynix supply constraints benefiting MU pricing power.

CLS — Celestica exploded +9.8% Friday on AI data center hardware demand acceleration. Revenue growth +52.8% YoY. AI rack build momentum accelerating.

CRDO — Credo +6.15% as high-speed connectivity for AI clusters remains the tightest bottleneck. Approaching 52-week high ($240.81).

MRVL — Marvell posted record Q1 revenue, raised FY27 and FY28 outlook on accelerating data center and AI demand. RBC raised PT to $240.

NVDA — Jensen Huang's GTC Taipei keynote Sunday June 1 at 8 PM PT. Expected to debut N1X consumer PC chip -- NVIDIA's first PC processor in over a decade. Major structural shift: 20 ARM cores + RTX 5070-class GPU, enabling 100B+ LLMs locally.

QCOM — Qualcomm +3.18% as N1X announcement positions Snapdragon X Elite in direct competition with NVIDIA's new PC chip. Edge AI competitive dynamics heating up.

Macro — Jobs report Friday June 5 is the binary macro event. Broadcom earnings Wed June 3 (after close). Both will drive sector-wide direction into next week.

Entry Zone Alerts

TSM $418.45 — Sitting right at entry price ($419.50). Flat since initiation (−0.3%). Foundry thesis intact but stock needs catalyst. GTC Taipei + Computex this week could provide it. Watch for N1X demand implications on TSMC 3nm/CoWoS capacity.

NVDA $211.14 — Only +1.4% from entry. Near the bottom of its recent range. If Jensen's GTC Taipei keynote drives sentiment, this could break out of the $208-$218 consolidation. Earnings already reported; this is a momentum call.

VRT $315.71 — Down −12.0% from entry ($358.96). Approaching potential accumulation zone. Power/cooling infrastructure remains a structural bottleneck for AI data centers.

ENTG $138.79 — Down −11.0% from entry ($155.86). Materials/chemicals supplier trading below entry. Semiconductor materials demand is lagging but structural.

ONTO $258.24 — Down −15.3% from entry ($305.00). Deepest discount in the tracker. Advanced packaging inspection is niche but critical.

CRWV $109.53 — Down −20.6% from entry ($137.98). Speculative name, but GPU cloud demand is real. IPO volatility normalizing.