SemiLens — Semiconductor Supply Chain Terminal

DATA

METHOD

QoQ differences - cycle co-movement | Pearson - linear association

CYCLE TIMELINE - CHANGES / PEARSON

THREE-GROUP FRAMEWORK

LEADERS (positive lag)

Variables that move before MU stock. These are potential early-warning signals for stock price turns.

COINCIDENT (zero lag)

Variables that move together with MU stock. These confirm current position but do not predict.

FOLLOWERS (negative lag)

Variables that react to MU stock movements. These respond to stock price changes with a delay.

Methodology: Pearson correlations on quarter-over-quarter changes. (Pearson: measures linear association). Generated by step1_correlation.py from MU quarterly data.

BEST LEAD SUMMARY - CHANGES / PEARSONLead time to MU stock - Click rows to expand chart - Click headers to sort

LEAD-LAG HEATMAP - CHANGES / PEARSONLeft = leads MU stock - Right = lags MU stock - Center = coincident - Blue = positive - Red = negative

SEMILENS - MU Stock Lead-Lag Correlation AnalysisMU quarterly data - step1_correlation.py