This Week in the Chain · Jul 14, 2026
This Week in the Chain — Jul 14, 2026
What changed in the semiconductor & AI supply chain since Jul 13, 2026: Nexchip Semiconductor +11.1%, DNF -10.0%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.
Top gainers
Largest market-cap moves since Jul 13, 2026 (270 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.
- 1Nexchip Semiconductor$15.2B → $16.8B+11.1%
- 2Eoptolink Technology$105.6B → $117.0B+10.8%
- 3PSK Inc$3.6B → $3.9B+10.1%
- 4Shengyi Technology$48.3B → $53.0B+9.8%
- 5Ingenic Semiconductor$13.6B → $14.8B+9.1%
- 6Kingboard Holdings$8.5B → $9.3B+8.8%
- 7Accelink Technologies$26.4B → $28.4B+7.7%
- 8Giantec Semiconductor$4.3B → $4.6B+6.9%
Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-14.
Top decliners
- 1DNF$100M → $90M-10.0%
- 2Alchip Technologies$10.6B → $9.5B-9.9%
- 3ChipMOS Technologies$2.5B → $2.3B-9.6%
- 4Hansol Chemical$2.0B → $1.8B-7.7%
- 5Walsin Technology$6.3B → $5.9B-7.0%
- 6indie Semiconductor$930M → $870M-6.5%
- 7Chipsea Technologies$790M → $740M-6.3%
- 8Greatek Electronics$2.4B → $2.3B-6.2%
Source: wafergraph live market caps. As of 2026-07-14.
Coverage changes
How the dataset's coverage shifted versus the last snapshot.
Source: wafergraph dataset. As of 2026-07-14.
Why it matters
Nexchip Semiconductor sits in Foundry — Pure-play foundries manufacture chips designed by others, enabling the fabless model. TSMC is the world's leading logic foundry — it manufactures the most advanced nodes and produces chips for most of the largest fabless companies, making it arguably the single most strategically important company in the supply chain. Samsung also offers foundry services and is a key alternative for leading-edge logic. Specialized foundries such as Win Semiconductors (GaAs RF), GlobalFoundries, UMC, and SMIC serve the much larger market for mainstream and specialty nodes.. Watch this segment for second-order supply-chain effects.
Segment context from the wafergraph taxonomy.