This Week in the Chain · Jun 30, 2026
This Week in the Chain — Jun 30, 2026
What changed in the semiconductor & AI supply chain since Jun 29, 2026: SG Micro +17.2%, MK Electron -15.6%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
Top gainers
Largest market-cap moves since Jun 29, 2026 (263 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.
- 1SG Micro$12.2B → $14.3B+17.2%
- 2Chilisin Electronics$120M → $140M+16.7%
- 3Daeduck Electronics$4.4B → $5.1B+15.6%
- 4Simmtech$130M → $150M+15.4%
- 5Zhongke Feice Technology$19.4B → $22.2B+14.5%
- 6Jusung Engineering$5.2B → $5.9B+13.2%
- 7Sanken Electric$1.2B → $1.4B+12.9%
- 8Eugene Technology$2.4B → $2.7B+12.0%
Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-06-30.
Top decliners
- 1MK Electron$320M → $270M-15.6%
- 2Super Micro Computer$19.6B → $18.2B-6.9%
- 3SFA Semicon$650M → $620M-4.6%
- 4Mitsui High-tec$1.1B → $1.1B-4.5%
- 5LX Semicon$450M → $430M-4.4%
- 6Stella Chemifa$510M → $490M-3.9%
- 7Bitdeer Technologies$4.0B → $3.9B-3.7%
- 8Ningbo Jiangfeng Electronic Material (Konfoong)$15.6B → $15.0B-3.5%
Source: wafergraph live market caps. As of 2026-06-30.
Coverage changes
How the dataset's coverage shifted versus the last snapshot.
Source: wafergraph dataset. As of 2026-06-30.
Why it matters
SG Micro sits in Analog, Power, RF — Analog, power, and RF chips interface between the physical and digital worlds — converting signals, managing power delivery, and handling wireless communication. Unlike logic chips, many analog designs remain valuable on older process nodes, giving established players long product cycles. Texas Instruments leads general-purpose analog; Infineon leads power semiconductors (including SiC for EVs); Murata and TDK lead in RF components and passive electronics; Sony leads in CMOS image sensors. The SiC and GaN power segments are growing rapidly with electric-vehicle and AI-server demand.. Watch this segment for second-order supply-chain effects.
Segment context from the wafergraph taxonomy.