Varamir

ACMR co-mover map

Supply chainMoved with it

Moved with it · ACMR · measured on our own daily closes

The tape and ACMR's filings agree on nothing, and adds 41 they never mention.

Every pair regressed over our own daily closes, 499 shared sessions behind the strongest. Companies that move together, not companies that move each other — this measures the tape, it does not explain it.

In its filings

No company that moves with ACMR appears in its filings, or in anyone else's naming it.

Not in any filing · top 9 of 41

LAM Research CorpLRCXr 0.63 · 499d
Applied Materials IncAMATr 0.62 · 499d
PDF Solutions IncPDFSr 0.61 · 499d
Ultra Clean Holdings, Inc.UCTTr 0.61 · 499d
KLA CorpKLACr 0.60 · 499d
Qnity Electronics, Inc.Qr 0.58 · 194d
Cohu IncCOHUr 0.58 · 499d
Amkor Technology, Inc.AMKRr 0.57 · 499d
Formfactor IncFORMr 0.56 · 499d

The next 32 the filings never mention, by industry

semiconductor · 21industrials & materials · 6memory · 3cloud · 1hardware · 1

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Not investment advice. Varamir is not a brokerage and does not execute orders. Prices via Intrinio; the tape shows ETF proxies. The supply-chain graph is published under CC BY 4.0; licensed market data is not redistributable.