This Week in the Chain — Aug 24, 2026

Top decliners

410 companies priced at least 1% away from where they sat Aug 17, 2026. Live caps, not adjusted beyond price and share count. The moment you start adjusting, you are publishing an opinion instead of a number.

1. 1VeriSilicon$17.7B → $13.2B-25.1%
2. 2Aehr Test Systems$4.4B → $3.3B-24.0%
3. 3Fabrinet$20.4B → $15.7B-23.4%
4. 4Hua Hong Semiconductor$31.0B → $24.1B-22.2%
5. 5Aeva Technologies$1.6B → $1.3B-21.6%
6. 6MaxLinear$7.7B → $6.0B-21.5%
7. 7TTM Technologies$14.8B → $11.7B-21.0%
8. 8AT&S$7.7B → $6.1B-21.0%

Source: wafergraph live market caps. As of 2026-08-24.

Coverage changes

How the dataset itself shifted since Aug 17, 2026 — what is known now, and by extension what is still missing.

Source: wafergraph dataset. As of 2026-08-24.

Top gainers

1. 1Sumitomo Metal Mining$16.8B → $19.4B+15.5%
2. 2Primarius Technologies$2.7B → $3.1B+15.2%
3. 3HIVE Digital Technologies$740M → $830M+12.2%
4. 4HPSP$2.3B → $2.6B+10.7%
5. 5Mitsubishi Materials$4.3B → $4.7B+9.7%
6. 6ADATA Technology$4.0B → $4.3B+9.6%
7. 7Transcend Information$3.9B → $4.3B+9.2%
8. 8Lite-On Technology$18.8B → $20.5B+8.9%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-08-24.

US-listed gainers

Now filtered to what a US brokerage account can actually buy: NASDAQ, NYSE or OTC. A foreign company with a US-listed ADR, TSMC and ASML among them, counts. A foreign-exchange-only listing does not.

1. 1HIVE Digital Technologies$740M → $830M+12.2%
2. 2Nordson$17.2B → $18.5B+7.6%
3. 3Marvell Technology$199.3B → $212.8B+6.8%
4. 4Tesla$1.35T → $1.43T+6.0%
5. 5Avantor$9.2B → $9.8B+5.8%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-08-24.

US-listed decliners

1. 1Aehr Test Systems$4.4B → $3.3B-24.0%
2. 2Fabrinet$20.4B → $15.7B-23.4%
3. 3Aeva Technologies$1.6B → $1.3B-21.6%
4. 4MaxLinear$7.7B → $6.0B-21.5%
5. 5TTM Technologies$14.8B → $11.7B-21.0%

Source: wafergraph live market caps. As of 2026-08-24.

Why it matters

Why this one matters where it sits. VeriSilicon is in EDA & IP — Electronic design automation (EDA) software and semiconductor IP are the invisible foundations of every chip. Without EDA tools, modern billion-transistor designs could not be verified or manufactured; without licensed IP cores, most chips would take years longer to develop. Synopsys and Cadence hold an effective duopoly in EDA, while Arm licenses the CPU architecture running in virtually every smartphone on earth — making EDA & IP a small-revenue but existentially critical layer of the supply chain. 32 companies in the wafergraph dataset sit in EDA & IP alongside it.

Segment context from the wafergraph taxonomy.