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VLMI 199.35 -0.47%Β·VL-MEMORY 384.61 +2.45%Β·VL-COMPUTE 175.47 +1.02%Indices as of Oct 23, 2026 close
VLSI Market Β· Data Terminal

Semiconductors, measured.

Asia’s semiconductor data terminal β€” indices, signals, and the evidence behind VLSI Korea research.

Data as of Oct 23, 2026 (last trading day) Β· Snapshot basis: local daily-bar ledger Β· Index methodology vl-index-1.0.0

Today였늘의 νŒλ‹¨

Oct 23, 2026 close
MEMORY LED

Memory was the day’s outlier: VL-MEMORY +2.45% while the broad market slipped. SK hynix rose +4.42% on the day.

BROAD MARKET

VLMI -0.47% on the day, -13.45% over 30 days β€” a correction inside a year that is still +99.35% from base.

COMPUTE

VL-COMPUTE +1.02% on the day. The 6-name AI basket is +75.47% from base, -13.41% over the last 30 days.

Registered theme calls: none yet. The track-record ledger (calls.jsonl) opened on Oct 25, 2026 at zero. Only calls with a stated direction and judging criteria, fixed at publication, are registered β€” hits and misses are never deleted.

Flagship Indicesμ§€μˆ˜

Base: Oct 24, 2025 = 100 Β· Daily, after close
VLMIMethodology vl-index-1.0.0
VLSI Semiconductor Equity Index
199.35
1D-0.47%Β·7D-6.40%Β·30D-13.45%
Since base (Oct 24, 2025 = 100): +99.35% Β· Range 93–259
112 constituents Β· equal-weighted Β· 260 prints Β· Index page β†’
VL-MEMORYMethodology vl-index-1.0.0
VLSI Memory Equity Basket
384.61
1D+2.45%Β·7D+0.13%Β·30D-24.93%
Since base (Oct 24, 2025 = 100): +284.61% Β· Range 99–599
3 constituents in data: Samsung Electronics Β· SK hynix Β· Micron. Kioxia, SanDisk and Nanya are not in the collected data and are not fabricated in. Β· Index page β†’
VL-COMPUTEMethodology vl-index-1.0.0
VLSI AI Compute Equity Basket
175.47
1D+1.02%Β·7D-1.21%Β·30D-13.41%
Since base (Oct 24, 2025 = 100): +75.47% Β· Range 92–212
6 constituents: NVIDIA Β· AMD Β· Broadcom Β· Marvell Β· Intel Β· TSMC Β· 251 prints Β· Index page β†’
IN THE PIPELINEVL-TOKEN β€” collection not yet built (OpenRouter public API)Β·VL-GPU-RENT β€” daily rental-price collection not yet builtΒ·VL-HIRING β€” v0.1 seed only, dedicated index not yet published

Chart of the Week

As of Oct 23, 2026 close
Memory stocks gained 2.9× the broad market in a year β€” the last 30 days took 24.9% back

VL-MEMORY vs VLMI, indexed. Oct 24, 2025 – Oct 23, 2026.

100200300400500600Base Β· Oct 24, 2025 = 100Oct ’25Jan ’26Apr ’26Jul ’26Oct ’26VL-MEMORY Β· 384.61VLMI Β· 199.35

Source: VLSI Market, computed from collected daily bars (close), index methodology vl-index-1.0.0. Caveat: VL-MEMORY is a three-stock basket β€” Samsung Electronics, SK hynix and Micron are the memory names present in the collected data; Kioxia, SanDisk and Nanya are absent and are not estimated. Equity baskets are derived indicators, not traded products.

Signals무엇이 λ³€ν–ˆλ‚˜

Oct 23, 2026 vs previous bar Β· computed from daily bars

Top gainers

Qorvo (NASDAQ: QRVO)+5.73%
DMS (KOSDAQ: 068790)+4.53%
Micro Contact Solution (KOSDAQ: 098120)+4.44%
SK hynix+4.42%
Shanghai Fudan Microelectronics Group (HKEX: 1385)+3.97%

Top decliners

BE Semiconductor Industries-7.73%
Simmtech (KOSDAQ: 222800)-5.02%
Korean Circuit (KOSPI: 007810)-4.51%
SKC (KOSPI: 011790)-4.08%
LG Innotek (KOSPI: 011070)-4.05%

Issuer announcements

The ASTRIA issuer-announcement feed holds 576 items across 100 companies β€” but its latest item is dated Oct 13, 2026. Collection is paused; restarting it is step zero of this rebuild, and the feed is not described as “daily” until it is.

Markets버티컬

Six coverage verticals

Memory

DRAM, NAND and HBM β€” product price histories, contract-price forecasts labelled as forecasts, and reported figures kept on separate bases.

VL-MEMORY 384.61 +2.45%

Compute & GPU

Accelerators and AI compute equities, launch-price archive, and the rental market the VL-GPU-RENT index will track.

VL-COMPUTE 175.47 +1.02%

Foundry

Capacity, nodes and the verified tape-out universe β€” 640 companies checked by name and evidence, 117 with official confirmation.

Equipment

Lithography, etch, deposition, test β€” the equipment names inside the 112-stock index universe.

EDA & IP

Design tools and licensable IP β€” the layer where Asia’s fabless ecosystem buys its productivity.

Materials & Packaging

Substrates, advanced packaging and the OSAT chain behind every leading-edge ramp.

Companiesμœ λ‹ˆλ²„μŠ€

Full universe β†’

The collected universe is 114 companies with daily bars; 112 meet the index history requirement and form VLMI. Two are excluded with reasons on record: Qorvo (only 6 bars, stale) and TSMC’s Taipei listing (duplicate issuer β€” the NYSE ADR is counted). Company pages connect filings, prices and the VLSI Korea analysis that cites them.

Browse the company universe β†’ Β· All indices β†’

From VLSI Koreaλ¦¬μ„œμΉ˜

Citation registry

Deep-dives citing Market snapshots: none yet. The citation registry opened on Oct 25, 2026. From here on, every VLSI Korea deep-dive that uses a Market number cites a frozen snapshot ID β€” and every index and company page lists the analysis that cited it.

Data & Licensing데이터 μƒν’ˆ

For institutions

Index licensing

VLMI, VL-MEMORY and VL-COMPUTE for benchmarking and product use, under the published methodology.

Data API

Indices, snapshots and series as JSON and CSV endpoints β€” the same frozen snapshots the research cites.

Dataset samples

Sample extracts of the longitudinal ledger and the verified company census, on request.

Methodology

Every index ships with a versioned methodology book β€” bases are never mixed, missing evidence is never zero.