This Week in the Chain · Jun 24, 2026
This Week in the Chain — Jun 24, 2026
What changed in the semiconductor & AI supply chain since Jun 22, 2026: Wiwynn +183.5%, DuPont -67.8%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
Top gainers
Largest market-cap moves since Jun 22, 2026 (341 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.
- 1Wiwynn$28.5B → $80.8B+183.5%
- 2Giantec Semiconductor$3.2B → $3.9B+20.2%
- 3Hua Hong Semiconductor$36.5B → $42.6B+16.6%
- 4Zhongke Feice Technology$13.9B → $16.1B+15.5%
- 5Hangzhou Changchuan Technology$25.2B → $28.6B+13.7%
- 6MPI Corporation$19.9B → $22.1B+11.3%
- 7Silan Microelectronics$11.0B → $12.2B+10.9%
- 8Nan Ya PCB$17.6B → $19.4B+10.1%
Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-06-24.
Top decliners
- 1DuPont$19.5B → $6.3B-67.8%
- 2Haesung DS$950M → $760M-20.0%
- 3LB Semicon$210M → $170M-19.0%
- 4Nepes$510M → $420M-17.6%
- 5Simmtech$170M → $140M-17.6%
- 6MK Electron$400M → $330M-17.5%
- 7Furukawa Electric$25.3B → $20.9B-17.3%
- 8DNF$120M → $100M-16.7%
Source: wafergraph live market caps. As of 2026-06-24.
Coverage changes
How the dataset's coverage shifted versus the last snapshot.
Source: wafergraph dataset. As of 2026-06-24.
Why it matters
Wiwynn sits in Distribution & Misc — This segment captures the physical distribution layer — component distributors, electronics manufacturing services (EMS) and ODM companies that build finished AI servers and systems, and photonics companies making optical transceivers. Foxconn (Hon Hai) is the world's largest EMS/contract manufacturer. Quanta, Wistron, and Wiwynn are top hyperscaler AI-server ODMs. InnoLight and Eoptolink supply the high-speed optical transceivers that interconnect AI clusters. WPG Holdings and WT Microelectronics are leading component distributors by revenue.. Watch this segment for second-order supply-chain effects.
Segment context from the wafergraph taxonomy.