This Week in the Chain — Aug 12, 2026

Top gainers

Here is what actually moved. Since Aug 10, 2026, 320 companies repriced by 1% or more, measured on live market caps rather than a smoothed average.

1. 1ASE Technology$82.2B → $100.6B+22.4%
2. 2Jusung Engineering$4.7B → $5.6B+20.1%
3. 3Aehr Test Systems$3.4B → $3.8B+13.7%
4. 4Global Unichip (GUC)$18.8B → $21.4B+13.3%
5. 5Wonik IPS$3.4B → $3.8B+13.3%
6. 6Nan Ya PCB$22.7B → $25.4B+12.0%
7. 7Resonac$18.6B → $20.8B+11.6%
8. 8Soluna Holdings$180M → $200M+11.1%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-08-12.

Top decliners

1. 1Ceva$1.1B → $870M-19.4%
2. 2Coherent$74.2B → $64.3B-13.3%
3. 3Chilisin Electronics$150M → $130M-13.3%
4. 4Silicon Motion$8.7B → $7.6B-12.4%
5. 5Solar Applied Materials$2.2B → $2.0B-10.0%
6. 6Aeva Technologies$1.9B → $1.7B-9.7%
7. 7AAON$7.8B → $7.1B-9.0%
8. 8Wolfspeed$1.7B → $1.6B-8.2%

Source: wafergraph live market caps. As of 2026-08-12.

Coverage changes

Coverage, measured against Aug 10, 2026. This is the unglamorous number, and it is the one that decides whether everything above it is worth anything.

Source: wafergraph dataset. As of 2026-08-12.

US-listed gainers

US-listed only here: NASDAQ, NYSE, OTC. ADRs like TSMC and ASML trade on a US exchange, so they are in. A company that only trades in Taipei or Tokyo is out. The listing decides it, not the headquarters.

1. 1ASE Technology$82.2B → $100.6B+22.4%
2. 2Aehr Test Systems$3.4B → $3.8B+13.7%
3. 3Soluna Holdings$180M → $200M+11.1%
4. 4Netlist$1.3B → $1.4B+9.2%
5. 5Nokia$54.6B → $58.9B+7.9%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-08-12.

US-listed decliners

1. 1Ceva$1.1B → $870M-19.4%
2. 2Coherent$74.2B → $64.3B-13.3%
3. 3Silicon Motion$8.7B → $7.6B-12.4%
4. 4Aeva Technologies$1.9B → $1.7B-9.7%
5. 5AAON$7.8B → $7.1B-9.0%

Source: wafergraph live market caps. As of 2026-08-12.

Why it matters

ASE Technology 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. That is 22 tracked companies deep in OSAT.

Segment context from the wafergraph taxonomy.