This Week in the Chain · Jul 7, 2026

This Week in the Chain — Jul 7, 2026

What changed in the semiconductor & AI supply chain since Jul 6, 2026: MetaX Integrated Circuits (Muxi) +14.1%, Soitec -13.6%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jul 6, 2026 (304 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1MetaX Integrated Circuits (Muxi)$43.1B → $49.2B+14.1%
  2. 2Huatian Technology$9.8B → $10.8B+10.0%
  3. 3Rockchip$11.0B → $11.9B+8.4%
  4. 4Chipsea Technologies$830M → $890M+7.2%
  5. 5JCET Group$25.1B → $26.6B+6.3%
  6. 6LB Semicon$160M → $170M+6.3%
  7. 7Accelink Technologies$25.5B → $27.1B+6.1%
  8. 8Elan Microelectronics$1.6B → $1.7B+5.0%

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

Top decliners

  1. 1Soitec$4.8B → $4.2B-13.6%
  2. 2Foosung$930M → $820M-11.8%
  3. 3SUMCO$11.1B → $9.9B-11.4%
  4. 4FSP Technology Inc.$440M → $390M-11.4%
  5. 5SUSS MicroTec$1.9B → $1.7B-11.0%
  6. 6Taiyo Yuden$14.2B → $12.6B-10.9%
  7. 7Kinsus Interconnect$12.6B → $11.3B-10.2%
  8. 8Walsin Technology$8.4B → $7.6B-10.2%

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

Coverage changes

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

-$233.2B
Tracked market cap Δ

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

Why it matters

MetaX Integrated Circuits (Muxi) 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 2026-07-07; report generated 2026-07-07. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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