Varamir

MXL co-mover map

Supply chainMoved with it

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

The tape agrees with MXL's filings on 4 names, and adds 39 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 · 4

ASE Technology Holding Co., Ltd.ASXr 0.52 · 499d
Intel CorpINTCr 0.51 · 499d
Taiwan Semiconductor Manufacturing Co LtdTSMr 0.47 · 499d
United Microelectronics CorpUMCr 0.37 · 502d

Not in any filing · top 9 of 39

Ceva IncCEVAr 0.58 · 499d
Synaptics IncSYNAr 0.54 · 499d
Cohu IncCOHUr 0.54 · 499d
KLA CorpKLACr 0.52 · 499d
Benchmark Electronics IncBHEr 0.52 · 499d
Rambus IncRMBSr 0.52 · 499d
Silicon Motion Technology CORPSIMOr 0.52 · 499d
Amkor Technology, Inc.AMKRr 0.52 · 499d
Formfactor IncFORMr 0.51 · 499d

The next 30 the filings never mention, by industry

semiconductor · 25hardware · 3cloud · 1industrials & materials · 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.