This Week in the Chain — Jul 18, 2026

Top gainers

Largest market-cap moves since Jul 13, 2026 (351 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

1. 1Daeduck Electronics$3.9B → $4.8B+21.6%
2. 2Aehr Test Systems$2.2B → $2.6B+18.5%
3. 3Hanmi Semiconductor$13.1B → $15.5B+18.5%
4. 4Wonik IPS$4.1B → $4.6B+13.0%
5. 5Munters Group$3.1B → $3.4B+11.4%
6. 6SFA Semicon$560M → $620M+10.7%
7. 7Simmtech$120M → $130M+8.3%
8. 8PSK Inc$3.6B → $3.8B+6.4%

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-31.6%
2. 2Giantec Semiconductor$4.3B → $3.1B-28.6%
3. 3Montage Technology$45.6B → $33.1B-27.5%
4. 4IBM$275.4B → $199.9B-27.4%
5. 5Walsin Technology$6.3B → $4.6B-27.1%
6. 6Primarius Technologies$3.4B → $2.5B-26.0%
7. 7Hwatsing Technology$23.8B → $17.6B-25.9%
8. 8National Silicon Industry Group$17.5B → $13.0B-25.8%

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

Coverage changes

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

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.