AI Chip Intelligence

Manufacturing led the AI-chip chain over 21 sessions at +11.4%. 8 of 13 companies rose, so the move was broad.

This page separates chip design, manufacturing, memory, connections and factory equipment. It shows whether leadership is broad, backed by trading and still visible after removing the best company.

Completed market prices through 2026-09-18

DESIGNLINKSFACTORYMEMORYEQUIPMENTdemand reaches each part at a different speed

Leading part of the chainManufacturing+11.4%

Weakest part of the chainFactory equipment-6.5%

Tracked chain move+3.8%Equal share for every company

Chip index move+2.6%SOXX over 21 sessions

Nasdaq move+0.7%QQQ over 21 sessions

Companies rising8 of 13Over 21 sessions

Above 50-day average8 of 13Current trend

Beating the chip index7 of 13Same window

Buying pressure positive8 of 13Price and trading agreement

Best companyAMD+20.0%

Fastest trading paceQCOM1.8× normal

Without the best company+2.5%Tracked chain rebuilt

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Where is the chain strongest?

Design, manufacturing, memory and factory equipment can move in different directions. The group view shows where investors are placing the strongest bet now.

Part of chain	Company	Ticker	21 sessions	63 sessions	Against SOXX	50-day trend	Buying pressure	Trading pace
Chip design	AMD	AMD	+20.0%	+4.2%	+17.4%	Above	0.25	1.0×
Chip design	Arm	ARM	+10.5%	-37.3%	+7.9%	Above	0.04	1.0×
Chip design	Qualcomm	QCOM	+10.4%	-21.0%	+7.7%	Above	-0.05	1.8×
Chip design	NVIDIA	NVDA	+2.3%	+5.6%	-0.4%	Above	-0.14	1.0×
Custom chips & links	Marvell	MRVL	+2.9%	-21.3%	+0.3%	Above	-0.09	0.9×
Custom chips & links	Broadcom	AVGO	-1.3%	-12.9%	-4.0%	Below	-0.03	1.3×
Factory equipment	ASML	ASML	-4.1%	-12.8%	-6.7%	Below	-0.05	1.1×
Factory equipment	KLA	KLAC	-5.5%	-31.7%	-8.1%	Below	0.12	0.9×
Factory equipment	Lam Research	LRCX	-6.2%	-25.9%	-8.9%	Below	0.04	1.1×
Factory equipment	Applied Materials	AMAT	-10.3%	-27.9%	-12.9%	Below	0.07	0.8×
Manufacturing	Intel	INTC	+17.0%	-18.9%	+14.4%	Above	0.10	1.2×
Manufacturing	TSMC	TSM	+5.8%	-5.7%	+3.1%	Above	0.12	1.0×
Memory	Micron	MU	+8.4%	-10.4%	+5.8%	Above	0.17	0.7×

Manufacturing leads Factory equipment by 17.9 percentage points over 21 sessions.

Is one company creating the story?

The best company is removed before the tracked chain is read again.

All tracked companies+3.8%

Without AMD+2.5%

SOXX+2.6%

Without AMD, the tracked supply chain moved +2.5%.