This Week in the Chain · Jul 16, 2026

This Week in the Chain — Jul 16, 2026

What changed in the semiconductor & AI supply chain since Jul 13, 2026: Aehr Test Systems +28.4%, IBM -27.9%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jul 13, 2026 (303 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Aehr Test Systems$2.2B → $2.9B+28.4%
  2. 2Daeduck Electronics$3.9B → $4.8B+22.1%
  3. 3Hanmi Semiconductor$13.1B → $15.6B+19.2%
  4. 4Wonik IPS$4.1B → $4.6B+13.8%
  5. 5JEOL$2.3B → $2.6B+11.1%
  6. 6SFA Semicon$560M → $620M+10.7%
  7. 7Powerchip (PSMC)$9.2B → $10.1B+10.7%
  8. 8Shengyi Technology$48.3B → $52.9B+9.5%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-16.

Top decliners

  1. 1IBM$275.4B → $198.5B-27.9%
  2. 2Ningbo Jiangfeng Electronic Material (Konfoong)$13.0B → $9.8B-24.5%
  3. 3Hwatsing Technology$23.8B → $18.9B-20.5%
  4. 4National Silicon Industry Group$17.5B → $14.1B-19.2%
  5. 5Walsin Technology$6.3B → $5.1B-18.7%
  6. 6Montage Technology$45.6B → $38.1B-16.3%
  7. 7StarPower Semiconductor$4.1B → $3.5B-16.2%
  8. 8Primarius Technologies$3.4B → $2.8B-16.1%

Source: wafergraph live market caps. As of 2026-07-16.

Coverage changes

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

$196.0B
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-07-16.

Why it matters

Aehr Test Systems 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 2026-07-16; report generated 2026-07-16. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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