We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Picks and shovels of chip manufacturing — the machines that make the machines.
AMAT | LRCX | KLAC | ASML | ACLS | AEHR | ICHR | |
|---|---|---|---|---|---|---|---|
| AMAT | · | 0.86 | 0.84 | 0.77 | — | 0.52 | 0.68 |
| LRCX | 0.86 | · | 0.85 | 0.80 | — | 0.52 | 0.67 |
| KLAC | 0.84 | 0.85 | · | 0.75 | — | 0.50 | 0.67 |
| ASML | 0.77 | 0.80 | 0.75 | · | — | 0.46 | 0.56 |
| ACLS | — | — | — | — | · | — | — |
| AEHR | 0.52 | 0.52 | 0.50 | 0.46 | — | · | 0.47 |
| ICHR | 0.68 | 0.67 | 0.67 | 0.56 | — | 0.47 | · |
Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.