This Week in the Chain · Jun 22, 2026

This Week in the Chain — Jun 22, 2026

What changed in the semiconductor & AI supply chain since Jun 19, 2026: Super Micro Computer +23.2%, Taiyo Yuden -9.3%, 3 new deals, 34 new companies. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jun 19, 2026 (281 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Super Micro Computer$18.4B → $22.7B+23.2%
  2. 2HIVE Digital Technologies$1.1B → $1.4B+22.8%
  3. 3Blaize$200M → $240M+20.0%
  4. 4Haesung DS$810M → $950M+17.3%
  5. 5United Microelectronics (UMC)$60.4B → $69.8B+15.6%
  6. 6JX Advanced Metals$27.3B → $30.7B+12.2%
  7. 7Kingboard Holdings$17.9B → $19.9B+11.5%
  8. 8TOPPAN Holdings$7.9B → $8.8B+11.3%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-06-22.

Top decliners

  1. 1Taiyo Yuden$15.0B → $13.6B-9.3%
  2. 2Wolfspeed$3.0B → $2.8B-7.7%
  3. 3Valens Semiconductor$260M → $240M-7.7%
  4. 4CoreWeave$64.3B → $59.5B-7.5%
  5. 5Arm Holdings$469.4B → $436.6B-7.0%
  6. 6Everspin Technologies$640M → $600M-6.3%
  7. 7Alphabet (Google)$4.49T → $4.22T-6.0%
  8. 8Atomera$350M → $330M-5.7%

Source: wafergraph live market caps. As of 2026-06-22.

New deals (3)

Deals added to the sourced corpus since the last snapshot. Each entry links to a public source on the deals page.

  1. 1DigitalBridge to acquire ArcLight Capital2026-05-23 · announced$650M
  2. 2IonQ to acquire SkyWater Technology2026-01-25 · announcedannounced
  3. 3Skyworks to merge with Qorvo2025-10-27 · announcedannounced

Source: wafergraph deals database (each entry links a public source).

New companies added (34)

Companies newly added to the tracked chain since the last snapshot.

  1. 1Absolics Inc.Materials
  2. 2Accton Technology CorporationAI & Data Center
  3. 3Adeia Inc.EDA & IP
  4. 4Aldec, Inc.EDA & IP
  5. 5AnaGlobe Technology, Inc.EDA & IP
  6. 6Asia Vital Components Co., Ltd.AI & Data Center
  7. 7Avicena Tech Corp.Distribution & Misc
  8. 8Cambridge GaN Devices (CGD)Analog, Power, RF
  9. 9CoolIT Systems Inc.AI & Data Center
  10. 10Cornelis Networks, Inc.Design (Fabless)
  11. 11Suzhou Crystal Clear Chemical (Jingrui)Materials
  12. 12Deca TechnologiesOSAT

Showing 12 of 34. Source: wafergraph dataset.

Coverage changes

How the dataset's coverage shifted versus the last snapshot.

+34
Companies
+13
Newly priced
+235
New SEC financials
+3
Deals
-$179.8B
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-06-22.

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.

Data coverage: 402/565 companies priced; 383 with SEC financials. Market data as of 2026-06-22; report generated 2026-06-22. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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