This Week in the Chain · Jul 2, 2026

This Week in the Chain — Jul 2, 2026

What changed in the semiconductor & AI supply chain since Jun 29, 2026: Ambarella +38.6%, MK Electron -25.0%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jun 29, 2026 (327 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Ambarella$2.8B → $3.9B+38.6%
  2. 2Jusung Engineering$5.2B → $6.7B+28.7%
  3. 3indie Semiconductor$750M → $960M+28.0%
  4. 4Alchip Technologies$10.3B → $12.6B+22.7%
  5. 5Global Unichip (GUC)$18.6B → $22.4B+20.4%
  6. 6SUMCO$8.3B → $9.9B+19.9%
  7. 7ChipMOS Technologies$2.0B → $2.4B+19.7%
  8. 8MPI Corporation$18.6B → $22.3B+19.6%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-02.

Top decliners

  1. 1MK Electron$320M → $240M-25.0%
  2. 2DB HiTek$3.9B → $3.2B-18.9%
  3. 3HPSP$2.8B → $2.3B-18.7%
  4. 4Foosung$1.3B → $1.1B-18.5%
  5. 5Wonik IPS$5.0B → $4.2B-17.3%
  6. 6GigaDevice Semiconductor$86.9B → $72.0B-17.1%
  7. 7ISC$2.5B → $2.0B-17.0%
  8. 8SFA Semicon$650M → $540M-16.9%

Source: wafergraph live market caps. As of 2026-07-02.

Coverage changes

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

$600.9B
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-07-02.

Why it matters

Ambarella sits in Design (Fabless) — Fabless semiconductor companies design chips entirely without owning manufacturing capacity, contracting production to foundries and OSATs. The model concentrates design innovation while outsourcing capital-intensive fabrication. NVIDIA leads AI accelerators and ranks among the highest-valued semiconductor companies; Broadcom leads networking silicon and hyperscaler custom AI chips; Qualcomm leads mobile SoCs and modems; MediaTek is a leading supplier of consumer SoCs. The segment also includes emerging Chinese designers such as Hygon (CPUs/accelerators) and Loongson (LoongArch CPUs).. 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 2026-07-02; report generated 2026-07-02. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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