This Week in the Chain · Jul 15, 2026

This Week in the Chain — Jul 15, 2026

What changed in the semiconductor & AI supply chain since Jul 13, 2026: Hanmi Semiconductor +31.1%, IBM -25.9%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jul 13, 2026 (296 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Hanmi Semiconductor$13.1B → $17.1B+31.1%
  2. 2Daeduck Electronics$3.9B → $4.9B+25.7%
  3. 3Simmtech$120M → $150M+25.0%
  4. 4SFA Semicon$560M → $660M+17.9%
  5. 5Jusung Engineering$5.6B → $6.4B+14.9%
  6. 6Wonik IPS$4.1B → $4.7B+14.3%
  7. 7Nanya Technology$40.8B → $46.3B+13.5%
  8. 8Shengyi Technology$48.3B → $54.8B+13.5%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-15.

Top decliners

  1. 1IBM$275.4B → $204.0B-25.9%
  2. 2National Silicon Industry Group$17.5B → $15.2B-13.4%
  3. 3Ningbo Jiangfeng Electronic Material (Konfoong)$13.0B → $11.5B-11.3%
  4. 4MetaX Integrated Circuits (Muxi)$57.5B → $51.1B-11.1%
  5. 5Primarius Technologies$3.4B → $3.0B-11.0%
  6. 6Hwatsing Technology$23.8B → $21.2B-10.8%
  7. 7StarPower Semiconductor$4.1B → $3.7B-10.4%
  8. 8Nebius Group$54.9B → $49.3B-10.3%

Source: wafergraph live market caps. As of 2026-07-15.

Coverage changes

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

-$43.5B
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-07-15.

Why it matters

Hanmi Semiconductor sits in Equipment (Back End) — Back-end equipment handles everything after front-end processing — testing finished wafers and individual dies, dicing, assembly, and final packaging. Automated test equipment (ATE) is led by Advantest and Teradyne, whose testers qualify every high-bandwidth memory stack and AI accelerator. Probe cards (FormFactor, Technoprobe), dicing and grinding (DISCO), and advanced assembly tools (BESI, ASMPT) round out a segment whose importance has grown sharply as advanced packaging becomes a primary performance lever.. 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 2026-07-15; report generated 2026-07-15. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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