This Week in the Chain · Jul 1, 2026
This Week in the Chain — Jul 1, 2026
What changed in the semiconductor & AI supply chain since Jun 29, 2026: Jusung Engineering +35.9%, MK Electron -18.8%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
Top gainers
Largest market-cap moves since Jun 29, 2026 (313 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.
- 1Jusung Engineering$5.2B → $7.1B+35.9%
- 2Ambarella$2.8B → $3.7B+31.8%
- 3indie Semiconductor$750M → $930M+24.0%
- 4Eugene Technology$2.4B → $3.0B+24.0%
- 5SUMCO$8.3B → $10.2B+22.8%
- 6Taiyo Yuden$14.4B → $17.4B+21.3%
- 7ChipMOS Technologies$2.0B → $2.3B+18.2%
- 8PSK Inc$3.3B → $3.9B+18.0%
Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-01.
Top decliners
- 1MK Electron$320M → $260M-18.8%
- 2Hut 8$13.4B → $11.8B-11.5%
- 3Bitdeer Technologies$4.0B → $3.6B-10.7%
- 4Nebius Group$64.3B → $58.0B-9.8%
- 5Macronix International$9.6B → $8.7B-9.4%
- 6Cipher Mining$10.2B → $9.3B-9.1%
- 7ISC$2.5B → $2.3B-8.9%
- 8Transcend Information$3.7B → $3.4B-8.9%
Source: wafergraph live market caps. As of 2026-07-01.
Coverage changes
How the dataset's coverage shifted versus the last snapshot.
Source: wafergraph dataset. As of 2026-07-01.
Why it matters
Jusung Engineering sits in Equipment (Front End) — Front-end equipment transforms raw wafers into patterned circuits through deposition, etch, lithography, ion implant, and cleaning steps. The segment contains some of the supply chain's most extreme chokepoints: ASML is the sole supplier of EUV scanners, Carl Zeiss SMT makes every optical column inside them, and TRUMPF supplies the laser sources. Beyond those monopolies, Applied Materials, Lam Research, Tokyo Electron, and KLA collectively cover most other critical process steps and together represent several hundred billion dollars in market value.. Watch this segment for second-order supply-chain effects.
Segment context from the wafergraph taxonomy.