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.

  1. 1Nexchip Semiconductor$15.2B → $16.8B+11.1%
  2. 2Eoptolink Technology$105.6B → $117.0B+10.8%
  3. 3PSK Inc$3.6B → $3.9B+10.1%
  4. 4Shengyi Technology$48.3B → $53.0B+9.8%
  5. 5Ingenic Semiconductor$13.6B → $14.8B+9.1%
  6. 6Kingboard Holdings$8.5B → $9.3B+8.8%
  7. 7Accelink Technologies$26.4B → $28.4B+7.7%
  8. 8Giantec Semiconductor$4.3B → $4.6B+6.9%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-14.

Top decliners

  1. 1DNF$100M → $90M-10.0%
  2. 2Alchip Technologies$10.6B → $9.5B-9.9%
  3. 3ChipMOS Technologies$2.5B → $2.3B-9.6%
  4. 4Hansol Chemical$2.0B → $1.8B-7.7%
  5. 5Walsin Technology$6.3B → $5.9B-7.0%
  6. 6indie Semiconductor$930M → $870M-6.5%
  7. 7Chipsea Technologies$790M → $740M-6.3%
  8. 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.

-$366.3B
Tracked market cap Δ

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.

Data coverage: 402/565 companies priced; 393 with SEC financials. Market data as of 2026-07-14; report generated 2026-07-14. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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