After two all-green Fridays, all 13 wafer-equipment, test and metrology names lost ground on the week, and the overbought readings are gone. The pullback stayed inside the trends. All 13 names still carry positive trailing-year alpha for a fourth straight scan, and 12 of 13 sit above their 20-day. Camtek and MKS Instruments lost their thin 200-day reclaims, and Amkor's gap widened from -2.2% to -14.7%. Entegris (RSI 65.2, -0.41% on the week) is now the strongest name, and ASML's October 14 report is the next dated test.

Numbers are the settled October 9 close for all 13 names (Friday), one week after the October 2 scan. No name in this book is missing a 200-day or trailing-year comparison. Teradyne, Kulicke & Soffa and Amkor also appear in the supply-chain book, and FormFactor and Onto in the optical book. Comparison baseline is the October 2 scan.

The stretched short layer reset. A week ago Axcelis (73.6) and FormFactor (72.8) were overbought and ten names sat more than 12% above their 20-day. Today the highest RSI is Entegris at 65.2, and no name is more than 10% above its 20-day. The decline was broad but moderate: Amkor -12.32%, Teradyne -10.32%, Onto -10.14%, Axcelis -8.84%, Kulicke & Soffa -8.69% and Lam -8.24% were the largest. Entegris barely moved (-0.41%). Two cohort days carried the week. On October 6 the equipment lanes each fell about 3% with no cause on file (October 6 market brief). On October 8 chipmakers sold with the AI-hardware cohort after CNBC confirmed that OpenAI told investors its annualized revenue was about $50 billion.

The long layer held. Every name keeps positive alpha, and trailing years run from 33.93% (Camtek) to 264.1% (FormFactor). The large tool-makers are deeper pullbacks inside intact trends than a week ago: KLA is -36.37% from its high (8.8% above its 200-day, 85.64% year), Applied Materials -31.45% (16.7% above, 130.15% year) and Lam -27.29% (14.2% above, 126.13% year). ASML is the closest large name to its high (-10.98%), basing 14% above its 200-day, with a 13.8-week base pivot at 1896.35.

The repair at the bottom unwound. Camtek (from +6.1% to -2.6% versus its 200-day) and MKS Instruments (from +2.6% to -3.8%) lost the thin reclaims noted on October 2. MKS is -28.24% over three months and -40.91% from its high on a 97.01% year. Amkor's gap widened from -2.2% to -14.7% after a -12.32% week; its year is 60.37% with alpha 44.36. All three are trends under test with positive years, not breakdowns. The 200-day is the line for each. Amkor's news was last checked September 25, so news was not pulled for its move.

• Breadth: 0 of 13 up on the week, after 13 of 13 closed green on October 2 and September 25. Friday was 9 green, 4 red (KLA, Applied, Lam, Amkor).
• Names below their 200-day: three (CAMT, MKSI, AMKR) versus one (AMKR).
• Trailing-year alpha: still 13 of 13 positive, the fourth consecutive scan with a clean sweep.
• Overbought: none at RSI 70 or higher, versus two (ACLS, FORM). Lowest RSI is Amkor at 42.7, from 58.8.
• Leadership: Entegris (65.2) moved to the top; Axcelis cooled from 73.6 to 57.4 after an -8.84% week.
• Distance from highs grew for the large tool-makers: KLA from -32.69% to -36.37%, Applied from -26.99% to -31.45%, Lam from -20.75% to -27.29%.

The long layer is still as good as it gets: 13 of 13 names with positive alpha and 10 of 13 above their 200-day. The short layer went from stretched to neutral in one week, which is the flag stage of a trend, not the end of one. The pullbacks that matter are the large tool-makers (KLA, Applied, Lam) now 27% to 36% off their highs while still above their 200-days.

Camtek, MKS and Amkor are the three trend-under-test labels: under the 200-day with positive alpha. None of them is a buy signal until it reclaims the line.

Source limits: price and RSI against moving averages; this board has no order-backlog, wafer-equipment spending or earnings data. The desk's thesis rating covers only Kulicke & Soffa (intact but priced).

Rows are ordered by RSI, highest first. Tape cells are live values for the October 9 close; the Signal column is the desk's label.

Capitulation (RSI below 25): none.

Oversold (RSI 25-40): none; the lowest RSI is Amkor at 42.7.

Neutral to strong (RSI 40+) — all 13 names. Near overbought (65-70): Entegris (65.2) only. Everything else sits between 42.7 (Amkor) and 60.5 (FormFactor), a neutral band after last week's 58.8-to-73.6 range.

• Tape data (price, RSI, moving averages, returns, trailing-year, alpha, 200-day position, support shelves, base pivots): pre-computed summaries as of the 2026-10-09 close — wfe-test-metrology.
• OpenAI revenue report: CNBC, October 8 — https://www.cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html; Bloomberg, October 8 — https://www.bloomberg.com/news/articles/2026-10-08/us-stock-futures-slip-on-mounting-energy-shock-ai-bubble-fears.
• Equipment lane moves on October 6: the October 6 market brief — 2026-10-06-market-brief.
• Cause checks for October 9: news checks under stocks<SYM>/news/latest.json(AMAT 2026-10-08, TER 2026-10-07, ASML and MKSI 2026-10-06, LRCX 2026-10-05, others earlier; AMKR 2026-09-25), event files 2026-10-09-dal-earnings and2026-10-09-orcl-dividend.md, and research/capture/` (none dated 2026-10-09).
• Scheduled reports: research/stock-events/ rows for ASML, LRCX, TER, AMKR, KLAC, FORM, ENTG (provider estimates).
• Prior scan for comparison: 2026-10-02-wfe-test-metrology.