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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.

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  1. Watchpoint US session · Aug 3, 05:47 AM

    Onto Innovation ▲ +3.22%

    Onto Innovation closed 258.58 (+3.22% vs 250.52). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  2. Watchpoint US session · Aug 3, 05:47 AM

    Amkor Technology ▲ +3.34%

    Amkor Technology closed 49.87 (+3.34% vs 48.26). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  3. Watchpoint US session · Aug 3, 05:47 AM

    Eaton ▲ +7.32%

    Eaton closed 415.20 (+7.32% vs 386.89). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  4. Watchpoint US session · Aug 3, 05:47 AM

    Vertiv ▲ +6.18%

    Vertiv closed 241.57 (+6.18% vs 227.50). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  5. Watchpoint US session · Aug 3, 05:47 AM

    Micron ▼ -5.90%

    Micron closed 823.03 (-5.90% vs 874.66). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  6. Watchpoint US session · Aug 3, 05:47 AM

    Coherent ▲ +5.55%

    Coherent closed 262.89 (+5.55% vs 249.06). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  7. Watchpoint AS · Aug 3, 05:46 AM

    🇰🇷 SK Hynix Earnings EPS $131478.00

    SK Hynix Earnings: EPS $131478.00 vs prior Est $70975.39.

  8. Watchpoint AS · Aug 3, 05:46 AM

    🇹🇼 Taiwan Export Orders 59.4 ▲

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

  9. Watchpoint US session · Aug 3, 05:46 AM

    🇺🇸 SIA Global Billings $120.6B

    SIA Global Billings: $120.6B.

  10. Watchpoint US session · Aug 3, 05:46 AM

    🇺🇸 SIA Global Billings $110.5B

    SIA Global Billings: $110.5B.

  11. Watchpoint US session · Jul 30, 05:47 AM

    KLA Corporation ▼ -10.80%

    KLA Corporation closed 170.19 (-10.80% vs 190.80). packaging watchpoint.

    Tagged KLACPATTERN-03US
  12. Watchpoint US session · Jul 30, 05:47 AM

    Onto Innovation ▼ -9.75%

    Onto Innovation closed 218.31 (-9.75% vs 241.89). packaging watchpoint.

    Tagged ONTOPATTERN-03US
  13. Watchpoint US session · Jul 30, 05:47 AM

    Amkor Technology ▼ -6.48%

    Amkor Technology closed 42.73 (-6.48% vs 45.69). packaging watchpoint.

    Tagged AMKRPATTERN-03US
  14. Watchpoint US session · Jul 30, 05:47 AM

    Cadence Design Systems ▼ -3.47%

    Cadence Design Systems closed 332.76 (-3.47% vs 344.72). eda watchpoint.

    Tagged CDNSPATTERN-03US
  15. Watchpoint US session · Jul 30, 05:47 AM

    Eaton ▼ -6.31%

    Eaton closed 361.88 (-6.31% vs 386.26). power-cooling watchpoint.

    Tagged ETNPATTERN-03US
  16. Watchpoint US session · Jul 30, 05:47 AM

    Vertiv ▼ -17.26%

    Vertiv closed 223.04 (-17.26% vs 269.56). power-cooling watchpoint.

    Tagged VRTPATTERN-03US
  17. Watchpoint US session · Jul 30, 05:47 AM

    Micron ▼ -9.94%

    Micron closed 739.00 (-9.94% vs 820.53). memory-hbm watchpoint.

    Tagged MUPATTERN-03US
  18. Watchpoint US session · Jul 30, 05:47 AM

    Fabrinet ▼ -7.83%

    Fabrinet closed 414.50 (-7.83% vs 449.72). optical-photonics watchpoint.

    Tagged FNPATTERN-03US
  19. Watchpoint US session · Jul 30, 05:47 AM

    Coherent ▼ -8.75%

    Coherent closed 222.05 (-8.75% vs 243.33). optical-photonics watchpoint.

    Tagged COHRPATTERN-03US
  20. Watchpoint US session · Jul 30, 05:47 AM

    Lumentum ▼ -7.61%

    Lumentum closed 602.35 (-7.61% vs 651.93). optical-photonics watchpoint.

    Tagged LITEPATTERN-03US