This Week in the Chain · Jun 26, 2026

This Week in the Chain — Jun 26, 2026

What changed in the semiconductor & AI supply chain since Jun 22, 2026: Wiwynn +162.7%, Nepes -27.5%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jun 22, 2026 (348 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Wiwynn$28.5B → $74.9B+162.7%
  2. 2Giantec Semiconductor$3.2B → $4.4B+37.6%
  3. 3Zhongke Feice Technology$13.9B → $18.3B+31.7%
  4. 4Nan Ya PCB$17.6B → $22.8B+29.3%
  5. 5Kingsemi$8.6B → $10.5B+22.7%
  6. 6Ingenic Semiconductor$13.8B → $16.6B+20.5%
  7. 7VeriSilicon$22.1B → $26.0B+17.9%
  8. 8Hangzhou Changchuan Technology$25.2B → $29.4B+16.8%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-06-26.

Top decliners

  1. 1Nepes$510M → $370M-27.5%
  2. 2HIVE Digital Technologies$1.4B → $1.0B-25.2%
  3. 3Navitas Semiconductor$5.7B → $4.3B-24.4%
  4. 4LB Semicon$210M → $160M-23.8%
  5. 5Simmtech$170M → $130M-23.5%
  6. 6Nuvoton Technology$2.9B → $2.2B-22.6%
  7. 7MK Electron$400M → $310M-22.5%
  8. 8Chipbond Technology$6.5B → $5.1B-22.4%

Source: wafergraph live market caps. As of 2026-06-26.

Coverage changes

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

-$1.87T
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-06-26.

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.

Data coverage: 402/565 companies priced; 393 with SEC financials. Market data as of 2026-06-26; report generated 2026-06-26. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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