SEMILENS
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Semiconductor Supply Chain

11 supply chain layers · 64 tracked equities · 5Y beta research

11
LAYERS
64
EQUITIES
47
OPTIONS ELIGIBLE
5Y
DATA WINDOW
SUPPLY CHAIN LAYERS
L0
Materials & Chemicals
···
avg today
ENTGAPDCMCSOITFIQEPF
mid
5 stocks ›
L1
Capital Equipment
···
avg today
ASMLAMATLRCXKLACONTOAIXXF+4
mid
10 stocks ›
L2
EDA & IP
···
avg today
SNPSCDNSARM
early
3 stocks ›
L3
Pure-Play Foundry
···
avg today
TSMGFSUMCTSEM
mid
4 stocks ›
L4
Memory / HBM
···
avg today
MUHXSCLSSNLFSNDKSTX
early
5 stocks ›
L5a
Digital IDM
···
avg today
INTC
contraction
1 stocks ›
L5b
Analog IDM
···
avg today
TXNADIONNXPISTMSITM+3
contraction
9 stocks ›
L6
Fabless Design
···
avg today
NVDAAMDQCOMAVGOMRVLMCHP
peak
6 stocks ›
L7
Packaging & OSAT
···
avg today
AMKRASXFN
early
3 stocks ›
L8
Optical & Interconnect
···
avg today
COHRSMTCAAOIMTSITSEMLITE+10
early
16 stocks ›
L9
Substrates & Interconnect
···
avg today
IDBDYUMICYKINSFNYPBF
early
4 stocks ›
CROSS-LAYER CORRELATION
5Y daily returns · equal-weighted composites
≥0.80
0.60–0.80
<0.60
Loading correlation matrix...
SEMILENS v0.1 · Data via Tradier Production API · Not financial adviceBeta research: 5Y daily · Apr 2026