This Week in the Chain · Jul 10, 2026
This Week in the Chain — Jul 10, 2026
What changed in the semiconductor & AI supply chain since Jul 6, 2026: Inspur +28.8%, Taiyo Yuden -19.7%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
Top gainers
Largest market-cap moves since Jul 6, 2026 (325 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.
- 1Inspur$15.1B → $19.4B+28.8%
- 2Huatian Technology$9.8B → $12.4B+27.2%
- 3MetaX Integrated Circuits (Muxi)$43.1B → $53.8B+24.8%
- 4Zhongke Feice Technology$17.7B → $21.9B+23.5%
- 5Hwatsing Technology$19.6B → $23.7B+21.0%
- 6Lenovo$32.4B → $38.7B+19.7%
- 7Rockchip$11.0B → $13.1B+18.9%
- 8MK Electron$220M → $260M+18.2%
Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-10.
Top decliners
- 1Taiyo Yuden$14.2B → $11.4B-19.7%
- 2Kingboard Holdings$12.8B → $10.5B-17.6%
- 3Soitec$4.8B → $4.0B-17.1%
- 4Chroma ATE$28.9B → $24.0B-16.8%
- 5Walsin Technology$8.4B → $7.0B-16.8%
- 6Silergy$7.5B → $6.3B-16.0%
- 7FSP Technology Inc.$440M → $370M-15.9%
- 8Blaize$200M → $170M-15.0%
Source: wafergraph live market caps. As of 2026-07-10.
Coverage changes
How the dataset's coverage shifted versus the last snapshot.
Source: wafergraph dataset. As of 2026-07-10.
Why it matters
Inspur sits in Distribution & Misc — This segment captures the physical distribution layer — component distributors, electronics manufacturing services (EMS) and ODM companies that build finished AI servers and systems, and photonics companies making optical transceivers. Foxconn (Hon Hai) is the world's largest EMS/contract manufacturer. Quanta, Wistron, and Wiwynn are top hyperscaler AI-server ODMs. InnoLight and Eoptolink supply the high-speed optical transceivers that interconnect AI clusters. WPG Holdings and WT Microelectronics are leading component distributors by revenue.. Watch this segment for second-order supply-chain effects.
Segment context from the wafergraph taxonomy.