Semiconductor industry

Sentiment.
Cycle.
Policy.

Daily intelligence across 38 tickers.

SOX — SOXX — NVDA — TSM — ASML — 005930.KS —

Industry cycle position

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recovery

expansion

late

peak

Sentiment

AI-led vs. broad-based

— · how it's calculated

AI & Leading-edge

23 tickers · foundry, fabless, optics, memory, equipment, EDA

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90 days—

Broad-based & cyclical

14 tickers · mobile, NAND, IDM analog, specialty/power

—

90 days—

Cycle

Updated daily · how it's calculated

Composite cycle indicator

—

recovery

expansion

late

peak

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SOX YoY

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SIA billings YoY

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Inventory days

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WFE capex YoY

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Policy

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Educational information only, not investment advice. See disclaimer for full terms.