Tape · Category
Watchpoints — Leading-indicator events
Leading-indicator events that matter to our thesis but rarely make the front page — TSMC monthly revenue, SK Hynix monthly memory shipments, Samsung Foundry monthly, Taiwan exports, Korea trade preliminary, SIA monthly billings.
AI-generated — produced automatically by Closelook’s systems under this site’s editorial policy.
Latest Watchpoints cards
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The feed updates as cards land. Tape generators run weekdays on the cron schedule documented in the methodology.
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Watchpoint US session · Sep 15, 05:47 AM
Western Digital ▼ -4.53%
Western Digital closed 426.94 (-4.53% vs 447.18). storage watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
KLA Corporation ▼ -6.39%
KLA Corporation closed 169.09 (-6.39% vs 180.64). packaging watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
Onto Innovation ▼ -11.07%
Onto Innovation closed 250.13 (-11.07% vs 281.26). packaging watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
Amkor Technology ▼ -8.91%
Amkor Technology closed 47.12 (-8.91% vs 51.73). packaging watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
Cadence Design Systems ▼ -3.56%
Cadence Design Systems closed 279.06 (-3.56% vs 289.37). eda watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
Eaton ▼ -7.57%
Eaton closed 393.16 (-7.57% vs 425.37). power-cooling watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
Vertiv ▼ -7.65%
Vertiv closed 237.39 (-7.65% vs 257.06). power-cooling watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
Micron ▼ -5.25%
Micron closed 924.03 (-5.25% vs 975.26). memory-hbm watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
Fabrinet ▼ -7.73%
Fabrinet closed 382.55 (-7.73% vs 414.58). optical-photonics watchpoint.
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Watchpoint US session · Sep 15, 05:47 AM
Coherent ▼ -12.73%
Coherent closed 266.50 (-12.73% vs 305.37). optical-photonics watchpoint.
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Watchpoint US session · Sep 15, 05:46 AM
Lumentum ▼ -9.92%
Lumentum closed 835.03 (-9.92% vs 927.03). optical-photonics watchpoint.
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Watchpoint US session · Sep 14, 05:47 AM
Onto Innovation ▲ +4.59%
Onto Innovation closed 281.26 (+4.59% vs 268.92). packaging watchpoint.
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Watchpoint US session · Sep 14, 05:47 AM
Amkor Technology ▲ +4.44%
Amkor Technology closed 51.73 (+4.44% vs 49.53). packaging watchpoint.
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Watchpoint US session · Sep 14, 05:47 AM
Eaton ▲ +3.96%
Eaton closed 425.37 (+3.96% vs 409.15). power-cooling watchpoint.
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Watchpoint US session · Sep 14, 05:47 AM
Vertiv ▲ +3.60%
Vertiv closed 257.06 (+3.60% vs 248.13). power-cooling watchpoint.
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Watchpoint US session · Sep 14, 05:47 AM
Coherent ▲ +4.16%
Coherent closed 305.37 (+4.16% vs 293.17). optical-photonics watchpoint.
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Watchpoint AS · Sep 14, 05:46 AM
🇹🇼 Taiwan Exports 41 ▲
Taiwan Exports: 41 vs prior 32.9 (up vs prior).
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Watchpoint AS · Sep 14, 05:46 AM
🇹🇼 Taiwan Trade Balance 22.3 ▲
Taiwan Trade Balance: 22.3 vs prior 17.2 (up vs prior).
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Watchpoint US session · Sep 14, 05:46 AM
🇺🇸 SIA Global Billings $146.8B
SIA Global Billings: $146.8B.
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Watchpoint AS · Sep 14, 05:46 AM
🇰🇷 Korea Exports 68.7 ▲
Korea Exports: 68.7 vs prior 63 (up vs prior).
What Watchpoints cards are
Watchpoint cards track the releases that lead the AI build-out cycle but rarely make front pages: TSMC’s monthly revenue, the Korean trade preliminaries, Taiwan export orders, SIA billings, and the memory makers’ monthly shipment data. These are the numbers where a turn in the cycle shows up first.
Each card places the release against its own trend and against the thesis it feeds — a Taiwan export print is read through the Rubin build-out lens, a Korea preliminary through the memory complex. The front page catches up weeks later.
FAQ · from the current data
Quick answers
What is a watchpoint on the Closelooknet tape?
A recurring leading-indicator release that matters to the AI build-out thesis but rarely makes headlines — TSMC monthly revenue, Korea trade preliminaries, Taiwan exports, SIA monthly billings and similar. Cards score each release against its trend.
Why do these releases lead the cycle?
They sit upstream of reported earnings: monthly revenue and trade data print weeks before the quarterly reports that summarize them, so cycle turns show up here first.