This Week in the Chain · Jun 25, 2026
This Week in the Chain — Jun 25, 2026
What changed in the semiconductor & AI supply chain since Jun 22, 2026: Wiwynn +179.4%, Nepes -25.5%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
Top gainers
Largest market-cap moves since Jun 22, 2026 (346 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.
- 1Wiwynn$28.5B → $79.7B+179.4%
- 2Giantec Semiconductor$3.2B → $4.4B+36.6%
- 3Zhongke Feice Technology$13.9B → $17.1B+23.2%
- 4Ingenic Semiconductor$13.8B → $16.9B+22.7%
- 5Nan Ya PCB$17.6B → $21.2B+20.3%
- 6VeriSilicon$22.1B → $26.2B+18.6%
- 7Hua Hong Semiconductor$36.5B → $42.7B+17.1%
- 8Kingsemi$8.6B → $9.9B+15.1%
Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-06-25.
Top decliners
- 1Nepes$510M → $380M-25.5%
- 2LB Semicon$210M → $160M-23.8%
- 3Navitas Semiconductor$5.7B → $4.5B-21.8%
- 4Aeva Technologies$1.7B → $1.4B-21.5%
- 5MK Electron$400M → $320M-20.0%
- 6Haesung DS$950M → $770M-18.9%
- 7Nuvoton Technology$2.9B → $2.3B-18.5%
- 8QuickLogic$380M → $310M-18.4%
Source: wafergraph live market caps. As of 2026-06-25.
Coverage changes
How the dataset's coverage shifted versus the last snapshot.
Source: wafergraph dataset. As of 2026-06-25.
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.