This Week in the Chain · Jul 11, 2026

This Week in the Chain — Jul 11, 2026

What changed in the semiconductor & AI supply chain since Jul 6, 2026: Inspur +28.6%, Taiyo Yuden -19.6%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jul 6, 2026 (330 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Inspur$15.1B → $19.4B+28.6%
  2. 2Huatian Technology$9.8B → $12.4B+27.1%
  3. 3MetaX Integrated Circuits (Muxi)$43.1B → $53.7B+24.6%
  4. 4Zhongke Feice Technology$17.7B → $21.9B+23.4%
  5. 5Hwatsing Technology$19.6B → $23.7B+20.8%
  6. 6Lenovo$32.4B → $38.7B+19.7%
  7. 7Rockchip$11.0B → $13.0B+18.8%
  8. 8MK Electron$220M → $260M+18.2%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-10.

Top decliners

  1. 1Taiyo Yuden$14.2B → $11.4B-19.6%
  2. 2Aeva Technologies$1.8B → $1.4B-18.9%
  3. 3Kingboard Holdings$12.8B → $10.5B-17.6%
  4. 4Soitec$4.8B → $4.0B-17.4%
  5. 5Chroma ATE$28.9B → $24.0B-16.7%
  6. 6Walsin Technology$8.4B → $7.0B-16.7%
  7. 7FSP Technology Inc.$440M → $370M-15.9%
  8. 8Silergy$7.5B → $6.3B-15.8%

Source: wafergraph live market caps. As of 2026-07-10.

Coverage changes

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

$396.3B
Tracked market cap Δ

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.

Data coverage: 402/565 companies priced; 393 with SEC financials. Market data as of 2026-07-10; report generated 2026-07-11. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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