Varamir

LRCX co-mover map

Supply chainMoved with it

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

The tape agrees with LRCX's filings on 3 names, and adds 45 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 · 3

Ultra Clean Holdings, Inc.UCTTr 0.76 · 499d
Taiwan Semiconductor Manufacturing Co LtdTSMr 0.70 · 499d
Ichor Holdings, Ltd.ICHRr 0.67 · 499d

Not in any filing · top 9 of 45

Applied Materials IncAMATr 0.90 · 499d
KLA CorpKLACr 0.89 · 499d
Asml Holding NVASMLr 0.82 · 499d
Micron Technology IncMUr 0.78 · 499d
Formfactor IncFORMr 0.77 · 499d
Amkor Technology, Inc.AMKRr 0.75 · 499d
Advanced Energy Industries IncAEISr 0.74 · 499d
Cohu IncCOHUr 0.74 · 499d
Teradyne, IncTERr 0.72 · 499d

The next 36 the filings never mention, by industry

semiconductor · 22industrials & materials · 7memory · 4hardware · 2cloud · 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.