This Week in the Chain · Jul 6, 2026

This Week in the Chain — Jul 6, 2026

What changed in the semiconductor & AI supply chain since Jun 29, 2026: Ambarella +37.5%, MK Electron -31.3%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jun 29, 2026 (357 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Ambarella$2.8B → $3.9B+37.5%
  2. 2SUMCO$8.3B → $11.1B+34.4%
  3. 3indie Semiconductor$750M → $990M+32.0%
  4. 4ChipMOS Technologies$2.0B → $2.5B+26.8%
  5. 5FSP Technology Inc.$350M → $440M+25.7%
  6. 6Credo Technology$44.8B → $52.0B+15.9%
  7. 7Siltronic$2.8B → $3.2B+15.6%
  8. 8Asia Vital Components Co., Ltd.$28.4B → $32.7B+15.4%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-06.

Top decliners

  1. 1MK Electron$320M → $220M-31.3%
  2. 2Foosung$1.3B → $930M-28.5%
  3. 3Kingboard Holdings$17.2B → $12.8B-25.6%
  4. 4GigaDevice Semiconductor$86.9B → $67.7B-22.1%
  5. 5Wonik IPS$5.0B → $4.0B-21.3%
  6. 6DB HiTek$3.9B → $3.1B-20.9%
  7. 7Aehr Test Systems$2.9B → $2.3B-20.5%
  8. 8Arteris$2.1B → $1.7B-20.1%

Source: wafergraph live market caps. As of 2026-07-06.

Coverage changes

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

$670.4B
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-07-06.

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 2026-07-06; report generated 2026-07-06. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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