This Week in the Chain · Jul 31, 2026
This Week in the Chain — Jul 31, 2026
Lingsen Precision +33.3%. Tongfu Microelectronics -25.9%. Figures are computed from the live wafergraph dataset.
Top gainers
332 companies moved 1% or more since Jul 27, 2026. Figures are live market caps; moves reflect price action plus any share-count updates.
- 1Lingsen Precision$30M → $40M+33.3%
- 2Celestica$34.1B → $40.5B+18.9%
- 3Advantest$125.5B → $146.7B+16.9%
- 4Avantor$8.1B → $9.4B+16.1%
- 5Microsoft$2.89T → $3.35T+15.7%
- 6Ambarella$2.8B → $3.3B+14.8%
- 7Littelfuse$9.9B → $11.2B+12.9%
- 8Fuji Electric$11.6B → $13.0B+12.3%
Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-07-31.
Top decliners
- 1Tongfu Microelectronics$17.2B → $12.8B-25.9%
- 2Faraday Technology$1.6B → $1.2B-25.3%
- 3Wafer Works$2.1B → $1.6B-23.0%
- 4JCET Group$21.8B → $17.4B-20.1%
- 5Walsin Technology$4.1B → $3.3B-19.9%
- 6GlobalWafers$15.8B → $12.7B-19.7%
- 7Yageo$39.8B → $32.0B-19.6%
- 8Amkor Technology$14.9B → $12.0B-19.6%
Source: wafergraph live market caps. As of 2026-07-31.
Coverage changes
Dataset coverage versus Jul 27, 2026.
Source: wafergraph dataset. As of 2026-07-31.
Why it matters
Lingsen Precision sits in OSAT — Outsourced semiconductor assembly and test (OSAT) companies package finished dies into the chips and modules that go into end products. As advanced packaging — chiplets, CoWoS, HBM stacking, and fan-out technologies — moves from niche to mainstream, OSATs have become strategic partners rather than commodity handlers. ASE Technology (which includes SPIL) is the world's largest OSAT; Amkor is a major player in advanced packaging in the Americas and Korea. TSMC and Samsung also offer advanced packaging in-house, competing directly with OSATs at the leading edge. 22 companies in the wafergraph dataset sit in OSAT.
Segment context from the wafergraph taxonomy.