This Week in the Chain · Jul 20, 2026

This Week in the Chain — Jul 20, 2026

What changed in the semiconductor & AI supply chain since Jul 13, 2026: Aehr Test Systems +13.1%, Ningbo Jiangfeng Electronic Material (Konfoong) -37.4%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jul 13, 2026 (358 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Aehr Test Systems$2.2B → $2.5B+13.1%
  2. 2Munters Group$3.1B → $3.5B+12.3%
  3. 3SFA Semicon$560M → $620M+10.7%
  4. 4Soluna Holdings$190M → $210M+10.5%
  5. 5Andes Technology$330M → $360M+9.1%
  6. 6Hanmi Semiconductor$13.1B → $14.2B+9.0%
  7. 7Daeduck Electronics$3.9B → $4.2B+6.9%
  8. 8Camtek$6.4B → $6.9B+6.5%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-20.

Top decliners

  1. 1Ningbo Jiangfeng Electronic Material (Konfoong)$13.0B → $8.1B-37.4%
  2. 2Giantec Semiconductor$4.3B → $2.8B-35.7%
  3. 3SMART Modular Technologies$4.1B → $2.7B-34.5%
  4. 4Walsin Technology$6.3B → $4.2B-34.2%
  5. 5Primarius Technologies$3.4B → $2.3B-32.8%
  6. 6Suzhou Crystal Clear Chemical (Jingrui)$2.8B → $1.9B-30.7%
  7. 7Huatian Technology$11.8B → $8.3B-30.0%
  8. 8StarPower Semiconductor$4.1B → $2.9B-30.0%

Source: wafergraph live market caps. As of 2026-07-20.

Coverage changes

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

+12
Newly priced
-$1.15T
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-07-20.

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: 414/565 companies priced; 393 with SEC financials. Market data as of 2026-07-20; report generated 2026-07-20. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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