This Week in the Chain · Jun 20, 2026
This Week in the Chain — Jun 20, 2026
What changed in the semiconductor & AI supply chain since Jun 19, 2026: Super Micro Computer +7.5%, Soitec -2.0%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
Top gainers
Largest market-cap moves since Jun 19, 2026 (9 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.
- 1Super Micro Computer$18.4B → $19.8B+7.5%
- 2LB Semicon$190M → $200M+5.3%
- 3Wacker Chemie$5.6B → $5.7B+1.6%
- 4SUSS MicroTec$2.4B → $2.5B+1.2%
- 5INFICON$5.3B → $5.3B-1.1%
- 6Weikeng Industrial$760M → $750M-1.3%
- 7Infineon Technologies$123.9B → $122.2B-1.4%
- 8Air Liquide$121.6B → $119.7B-1.6%
Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-06-19.
Top decliners
- 1Soitec$5.0B → $4.8B-2.0%
- 2Air Liquide$121.6B → $119.7B-1.6%
- 3Infineon Technologies$123.9B → $122.2B-1.4%
- 4Weikeng Industrial$760M → $750M-1.3%
- 5INFICON$5.3B → $5.3B-1.1%
- 6SUSS MicroTec$2.4B → $2.5B+1.2%
- 7Wacker Chemie$5.6B → $5.7B+1.6%
- 8LB Semicon$190M → $200M+5.3%
Source: wafergraph live market caps. As of 2026-06-19.
Coverage changes
How the dataset's coverage shifted versus the last snapshot.
Source: wafergraph dataset. As of 2026-06-19.
Why it matters
Super Micro Computer sits in AI & Data Center Watch this segment for second-order supply-chain effects.
Segment context from the wafergraph taxonomy.