This Week in the Chain · Jul 17, 2026

This Week in the Chain — Jul 17, 2026

What changed in the semiconductor & AI supply chain since Jul 13, 2026: Aehr Test Systems +23.0%, Ningbo Jiangfeng Electronic Material (Konfoong) -31.5%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jul 13, 2026 (350 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Aehr Test Systems$2.2B → $2.7B+23.0%
  2. 2Daeduck Electronics$3.9B → $4.8B+21.9%
  3. 3Hanmi Semiconductor$13.1B → $15.5B+18.7%
  4. 4Wonik IPS$4.1B → $4.6B+13.3%
  5. 5SFA Semicon$560M → $620M+10.7%
  6. 6Munters Group$3.1B → $3.4B+9.4%
  7. 7Simmtech$120M → $130M+8.3%
  8. 8Camtek$6.4B → $6.9B+7.1%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-17.

Top decliners

  1. 1Ningbo Jiangfeng Electronic Material (Konfoong)$13.0B → $8.9B-31.5%
  2. 2Giantec Semiconductor$4.3B → $3.1B-28.6%
  3. 3Montage Technology$45.6B → $33.1B-27.4%
  4. 4Walsin Technology$6.3B → $4.6B-27.1%
  5. 5Primarius Technologies$3.4B → $2.5B-26.0%
  6. 6Hwatsing Technology$23.8B → $17.7B-25.7%
  7. 7National Silicon Industry Group$17.5B → $13.0B-25.6%
  8. 8IBM$275.4B → $205.9B-25.2%

Source: wafergraph live market caps. As of 2026-07-17.

Coverage changes

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

-$917.0B
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-07-17.

Why it matters

Ningbo Jiangfeng Electronic Material (Konfoong) sits in Materials — Materials are the physical feedstocks — silicon wafers, photoresists, specialty gases, substrates, and chemicals — that every fabrication process consumes. Without ultra-pure materials meeting atomic-level tolerances, even the most advanced equipment cannot produce working chips. The segment is characterized by highly concentrated supply: Japan holds dominant positions in silicon wafers (Shin-Etsu leads; Sumco is a major supplier), photoresists (JSR, TOK, Shin-Etsu), and photomask blanks (HOYA), while the US and Germany hold key positions in specialty gases and CMP consumables.. 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 2026-07-17; report generated 2026-07-17. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

← All briefings