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Sector Coverage

Semiconductors

Monitor the materials, equipment, and supply-chain indicators that determine chip availability.

Section Snapshot

10

Public stocks

5

Private companies

5

Materials tracked

4

Signals tracked

Latest source-backed refresh: Mar 29, 2026, 10:04 PM

These counts describe Manufacturing Mag coverage, not market-size estimates.

Section Brief

Lead times drive production schedules. This sector tracks fab spending, capacity indicators, and the suppliers managing memory and wafer-fab equipment.

Market Benchmarks

Named-source metals and raw-material inputs only. Broader materials coverage moves to the editorial notes below.

InputLatest ValueChangeSource

Semiconductor-Grade Copper

SEMI-CU • Copper baseline for wiring, substrates, and power-management hardware.

12,951.3 USD/MT-35.26 (-0.3%)FRED

Observed Feb 1, 2026

High-Purity Aluminum

SEMI-AL • Aluminum input tied to tooling, sputtering targets, and vacuum hardware components.

3,065.2 USD/MT-68.79 (-2.2%)FRED

Observed Feb 1, 2026

Operating Signals

Named-source operating indicators stay live here. Additional demand and utilization themes live in the editorial file.

No named-source indicators are configured for this sector tonight.

Public Companies

Named-source closing prices with editorial context tied to this sector.

10 live prices

NVDA

NVIDIA

NASDAQ

AI-compute leader driving demand for advanced packaging and foundry capacity.

Latest sourced close

$171.24

-7.44 (-4.2%)

Stooq

Observed Mar 26, 2026

AMD

Advanced Micro Devices

NASDAQ

Processor supplier leveraged to AI, embedded, and industrial compute demand.

Latest sourced close

$203.77

-16.50 (-7.5%)

Stooq

Observed Mar 26, 2026

INTC

Intel

NASDAQ

Integrated device manufacturer with direct fab utilization and reshoring exposure.

Latest sourced close

$44.10

-3.08 (-6.5%)

Stooq

Observed Mar 26, 2026

TXN

Texas Instruments

NASDAQ

Analog semiconductor manufacturer serving industrial, automotive, and embedded demand.

Latest sourced close

$193.41

-3.36 (-1.7%)

Stooq

Observed Mar 26, 2026

MU

Micron Technology

NASDAQ

Memory producer with exposure to AI servers and cyclical semiconductor pricing.

Latest sourced close

$355.46

-26.63 (-7.0%)

Stooq

Observed Mar 26, 2026

QCOM

Qualcomm

NASDAQ

Chip designer exposed to handset, automotive, and industrial edge demand.

Latest sourced close

$130.54

+0.19 (+0.1%)

Stooq

Observed Mar 26, 2026

ON

onsemi

NASDAQ

Power-semiconductor and sensor supplier leveraged to EV and factory-automation content.

Latest sourced close

$60.87

-2.23 (-3.5%)

Stooq

Observed Mar 26, 2026

AMAT

Applied Materials

NASDAQ

Wafer-fab equipment leader exposed to capacity additions and process-node transitions.

Latest sourced close

$338.55

-30.79 (-8.3%)

Stooq

Observed Mar 26, 2026

LRCX

Lam Research

NASDAQ

Etch and deposition equipment supplier leveraged to advanced-node investment.

Latest sourced close

$211.62

-21.83 (-9.4%)

Stooq

Observed Mar 26, 2026

ASML

ASML

NASDAQ

Critical lithography supplier at the center of advanced semiconductor capacity planning.

Latest sourced close

$1,329.50

-64.39 (-4.6%)

Stooq

Observed Mar 26, 2026

Editorial Coverage

What We're Watching

The live rail on this page stays limited to named-source benchmarks. Editorial coverage still tracks Gold Bonding Wire, Silver Paste, and Tin Solder and 4 other areas because they shape cost pressure, throughput, or supplier risk even when we are not publishing a sourced value yet.

Materials to Watch

SEMI-AU

Gold Bonding Wire

Precious-metal cost proxy for packaging and high-reliability connections.

SEMI-AG

Silver Paste

Silver demand proxy tied to packaging, die attach, and specialty electronics applications.

SEMI-SN

Tin Solder

Tin input for solder alloys across electronics and semiconductor packaging lines.

Themes to Watch

SOX

Philadelphia Semiconductor Index

Public market benchmark for semiconductor producers and equipment names.

SEMI-BTB

Semiconductor Book-to-Bill

Equipment demand ratio used to gauge future fab investment momentum.

SEMI-LT

Automotive Chip Lead Time

Lead-time proxy for automotive and industrial semiconductors flowing into manufacturing plants.

SEMI-WFE

Wafer Fab Equipment Spending Index

Capital-spend index for wafer-fab tools and cleanroom equipment.

Private Companies in Focus

Private operators and suppliers that help round out the coverage map around the public names above.

Cerebras Systems

Private AI-chip company driving demand for advanced packaging, test, and foundry capacity.

Ayar Labs

Private photonics company focused on high-bandwidth interconnects for next-generation compute systems.

Groq

Private chip company pushing custom accelerator manufacturing and packaging demand.

Celestial AI

Private optical-interconnect supplier with advanced packaging and wafer-level integration exposure.

Tenstorrent

Private semiconductor company expanding AI and RISC-V design manufacturing demand.