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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.

All entries  ·  Methodology

  1. Watchpoint US session · Jul 29, 05:47 AM

    Western Digital ▼ -6.91%

    Western Digital closed 463.51 (-6.91% vs 497.92). storage watchpoint.

    Tagged WDCPATTERN-03US
  2. Watchpoint US session · Jul 29, 05:47 AM

    KLA Corporation ▼ -6.18%

    KLA Corporation closed 190.80 (-6.18% vs 203.36). packaging watchpoint.

    Tagged KLACPATTERN-03US
  3. Watchpoint US session · Jul 29, 05:47 AM

    Onto Innovation ▼ -7.79%

    Onto Innovation closed 241.89 (-7.79% vs 262.33). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  4. Watchpoint US session · Jul 29, 05:47 AM

    Amkor Technology ▼ -24.74%

    Amkor Technology closed 45.69 (-24.74% vs 60.71). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  5. Watchpoint US session · Jul 29, 05:47 AM

    Eaton ▼ -3.11%

    Eaton closed 386.26 (-3.11% vs 398.64). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  6. Watchpoint US session · Jul 29, 05:47 AM

    Vertiv ▼ -6.27%

    Vertiv closed 269.56 (-6.27% vs 287.60). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  7. Watchpoint US session · Jul 29, 05:47 AM

    Micron ▼ -8.85%

    Micron closed 820.53 (-8.85% vs 900.20). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  8. Watchpoint US session · Jul 29, 05:47 AM

    Fabrinet ▼ -4.48%

    Fabrinet closed 449.72 (-4.48% vs 470.82). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  9. Watchpoint US session · Jul 29, 05:47 AM

    Coherent ▼ -10.31%

    Coherent closed 243.33 (-10.31% vs 271.31). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  10. Watchpoint US session · Jul 29, 05:47 AM

    Lumentum ▼ -8.43%

    Lumentum closed 651.93 (-8.43% vs 711.96). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US
  11. Watchpoint US session · Jul 29, 05:47 AM

    USL (12-Month Crude Strip) ▼ -2.97%

    USL (12-Month Crude Strip) closed 48.35 (-2.97% vs 49.83). commodity watchpoint.

    Tagged USLUS
  12. Watchpoint AS · Jul 29, 05:46 AM

    🇹🇼 Taiwan Export Orders 59.4 ▲

    Taiwan Export Orders: 59.4 vs prior 47.2 (up vs prior).

    Tagged AW40Taiwan
  13. Watchpoint US session · Jul 29, 05:46 AM

    🇺🇸 SIA Global Billings $120.6B

    SIA Global Billings: $120.6B.

    Tagged US
  14. Watchpoint US session · Jul 29, 05:46 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

    Tagged US
  15. Watchpoint US session · Jul 28, 05:46 AM

    KLA Corporation ▼ -3.40%

    KLA Corporation closed 203.36 (-3.40% vs 210.52). packaging watchpoint.

    Tagged KLACPATTERN-03US
  16. Watchpoint US session · Jul 28, 05:46 AM

    Western Digital ▼ -4.21%

    Western Digital closed 497.92 (-4.21% vs 519.80). storage watchpoint.

    Tagged WDCPATTERN-03US
  17. Watchpoint US session · Jul 28, 05:46 AM

    Onto Innovation ▼ -3.77%

    Onto Innovation closed 262.33 (-3.77% vs 272.62). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  18. Watchpoint US session · Jul 28, 05:46 AM

    Cadence Design Systems ▲ +3.79%

    Cadence Design Systems closed 338.61 (+3.79% vs 326.24). eda watchpoint.

    Tagged CDNSPATTERN-03US
  19. Watchpoint US session · Jul 28, 05:46 AM

    Amkor Technology ▼ -6.54%

    Amkor Technology closed 60.71 (-6.54% vs 64.96). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  20. Watchpoint US session · Jul 28, 05:46 AM

    Coherent ▼ -13.38%

    Coherent closed 271.31 (-13.38% vs 313.22). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US