This Week in the Chain — Jul 27, 2026

Top decliners

Since Jul 20, 2026, 333 companies priced at least 1% away from the prior snapshot.

1. 1Win Semiconductors$4.1B → $890M-78.4%
2. 2Wolfspeed$1.5B → $1.2B-18.5%
3. 3GlobalWafers$18.7B → $15.8B-15.8%
4. 4Shin-Etsu Chemical$81.9B → $69.8B-14.7%
5. 5STMicroelectronics$55.4B → $47.5B-14.1%
6. 6Wafer Works$2.5B → $2.1B-14.1%
7. 7PSK Inc$3.3B → $2.9B-13.8%
8. 8ChipMOS Technologies$2.2B → $1.9B-12.6%

Source: wafergraph live market caps. As of 2026-07-27.

Coverage changes

Coverage, compared with Jul 20, 2026.

Source: wafergraph dataset. As of 2026-07-27.

Top gainers

1. 1Super Micro Computer$15.4B → $19.9B+28.8%
2. 2Soitec$3.6B → $4.6B+28.4%
3. 3Zhongke Feice Technology$15.9B → $20.3B+27.6%
4. 4Actions Technology$910M → $1.1B+25.3%
5. 5Piotech$27.4B → $34.1B+24.3%
6. 6Wistron$14.1B → $17.4B+23.4%
7. 7Transcend Information$3.0B → $3.6B+23.1%
8. 8Wiwynn$80.9B → $99.2B+22.7%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-27.

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.