This Week in the Chain · Jul 13, 2026

This Week in the Chain — Jul 13, 2026

What changed in the semiconductor & AI supply chain since Jul 6, 2026: MetaX Integrated Circuits (Muxi) +33.5%, Taiyo Yuden -35.2%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jul 6, 2026 (332 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 → $57.5B+33.5%
  2. 2Rockchip$11.0B → $13.7B+24.7%
  3. 3Inspur$15.1B → $18.6B+23.0%
  4. 4Hwatsing Technology$19.6B → $23.8B+21.3%
  5. 5Huatian Technology$9.8B → $11.8B+21.3%
  6. 6Nan Ya PCB$21.7B → $25.6B+17.8%
  7. 7Alibaba Group$234.2B → $269.3B+15.0%
  8. 8Zhongke Feice Technology$17.7B → $20.2B+14.0%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-13.

Top decliners

  1. 1Taiyo Yuden$14.2B → $9.2B-35.2%
  2. 2Kingboard Holdings$12.8B → $8.5B-33.4%
  3. 3Walsin Technology$8.4B → $6.3B-25.0%
  4. 4Ingenic Semiconductor$18.0B → $13.6B-24.6%
  5. 5LG Innotek$13.2B → $10.5B-20.7%
  6. 6Yageo$64.7B → $52.3B-19.1%
  7. 7Aeva Technologies$1.8B → $1.4B-18.9%
  8. 8Soitec$4.8B → $4.0B-17.8%

Source: wafergraph live market caps. As of 2026-07-13.

Coverage changes

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

$267.8B
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-07-13.

Why it matters

Taiyo Yuden sits in Analog, Power, RF — Analog, power, and RF chips interface between the physical and digital worlds — converting signals, managing power delivery, and handling wireless communication. Unlike logic chips, many analog designs remain valuable on older process nodes, giving established players long product cycles. Texas Instruments leads general-purpose analog; Infineon leads power semiconductors (including SiC for EVs); Murata and TDK lead in RF components and passive electronics; Sony leads in CMOS image sensors. The SiC and GaN power segments are growing rapidly with electric-vehicle and AI-server demand.. 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 2026-07-13; report generated 2026-07-13. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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