This Week in the Chain — Jul 26, 2026

Top decliners

Market-cap moves versus Jul 20, 2026: 323 names at 1% or more. Live caps, not adjusted beyond price and share count.

1. 1Win Semiconductors$4.1B → $850M-79.4%
2. 2Wolfspeed$1.5B → $1.2B-20.5%
3. 3GlobalWafers$18.7B → $15.2B-18.7%
4. 4STMicroelectronics$55.4B → $46.0B-17.0%
5. 5Wafer Works$2.5B → $2.1B-15.7%
6. 6Jusung Engineering$5.2B → $4.4B-14.9%
7. 7PSK Inc$3.3B → $2.9B-14.7%
8. 8Eugene Technology$1.9B → $1.7B-13.3%

Source: wafergraph live market caps. As of 2026-07-24.

Top gainers

1. 1Soitec$3.6B → $4.7B+31.7%
2. 2Actions Technology$910M → $1.1B+26.4%
3. 3Ferrotec$2.3B → $2.9B+26.3%
4. 4Super Micro Computer$15.4B → $19.5B+26.3%
5. 5Wistron$14.1B → $17.6B+24.6%
6. 6Piotech$27.4B → $34.0B+23.9%
7. 7Montage Technology$34.3B → $42.1B+22.7%
8. 8Wiwynn$80.9B → $98.8B+22.1%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-24.

Coverage changes

How coverage shifted since Jul 20, 2026.

Source: wafergraph dataset. As of 2026-07-24.

Why it matters

Foundry — Pure-play foundries manufacture chips designed by others, enabling the fabless model. TSMC is the world's leading logic foundry — it manufactures the most advanced nodes and produces chips for most of the largest fabless companies, making it arguably the single most strategically important company in the supply chain. Samsung also offers foundry services and is a key alternative for leading-edge logic. Specialized foundries such as Win Semiconductors (GaAs RF), GlobalFoundries, UMC, and SMIC serve the much larger market for mainstream and specialty nodes. Win Semiconductors is one of 17 tracked companies in Foundry.

Segment context from the wafergraph taxonomy.