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

The tape agrees with TSM's filings on 13 names, and adds 36 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 · top 9 of 13

LAM Research CorpLRCXr 0.70 · 499d

Nvidia CorpNVDAr 0.70 · 499d

KLA CorpKLACr 0.69 · 499d

Asml Holding NVASMLr 0.68 · 499d

Broadcom Inc.AVGOr 0.66 · 499d

Qnity Electronics, Inc.Qr 0.66 · 194d

Advanced Micro Devices IncAMDr 0.62 · 499d

Formfactor IncFORMr 0.58 · 499d

Credo Technology Group Holding LtdCRDOr 0.56 · 499d

Not in any filing · top 9 of 36

ASE Technology Holding Co., Ltd.ASXr 0.72 · 499d

Eaton Corp plcETNr 0.67 · 499d

Applied Materials IncAMATr 0.67 · 499d

Vertiv Holdings CoVRTr 0.67 · 499d

Monolithic Power Systems, Inc.MPWRr 0.65 · 499d

Advanced Energy Industries IncAEISr 0.62 · 499d

Micron Technology IncMUr 0.61 · 499d

Ultra Clean Holdings, Inc.UCTTr 0.61 · 499d

Comfort Systems USA IncFIXr 0.60 · 499d

The next 27 the filings never mention, by industry

semiconductor · 11industrials & materials · 7hardware · 5cloud · 3memory · 1

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TSM co-mover map

The tape agrees with TSM's filings on 13 names, and adds 36 they never mention.