This Week in the Chain — Aug 31, 2026

Top gainers

356 companies moved at least 1% since Aug 24, 2026. Worth being precise about what that is: it is live market capitalization, it is price times shares outstanding, and it is not a view on any of them.

1. 1Awinic Technology$1.8B → $2.4B+29.0%
2. 2Shengyi Technology$45.7B → $55.5B+21.3%
3. 3Asia Vital Components Co., Ltd.$35.2B → $42.4B+20.4%
4. 4Nepes$320M → $380M+18.8%
5. 5Kingboard Holdings$6.5B → $7.7B+18.7%
6. 6VeriSilicon$13.2B → $15.7B+18.5%
7. 7Zhen Ding Technology$14.8B → $17.5B+18.3%
8. 8Actions Technology$1.0B → $1.2B+17.8%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-08-31.

Coverage changes

Coverage, measured against Aug 24, 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 2026-08-31.

Top decliners

1. 1Aehr Test Systems$3.3B → $2.6B-22.3%
2. 2Sequans Communications$50M → $40M-20.0%
3. 3Atomera$190M → $160M-15.8%
4. 4Aeva Technologies$1.3B → $1.1B-15.0%
5. 5Cohu$2.6B → $2.2B-14.4%
6. 6Applied Optoelectronics$10.6B → $9.1B-14.0%
7. 7IREN$15.0B → $13.1B-12.7%
8. 8Ichor Holdings$2.3B → $2.0B-12.0%

Source: wafergraph live market caps. As of 2026-08-31.

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. 1Synopsys$76.2B → $84.7B+11.1%
2. 2United Microelectronics (UMC)$46.0B → $49.8B+8.2%
3. 3Qualcomm$168.8B → $181.9B+7.8%
4. 4TTM Technologies$11.7B → $12.4B+6.7%
5. 5Cadence Design Systems$88.0B → $93.9B+6.7%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-08-31.

US-listed decliners

1. 1Aehr Test Systems$3.3B → $2.6B-22.3%
2. 2Sequans Communications$50M → $40M-20.0%
3. 3Atomera$190M → $160M-15.8%
4. 4Aeva Technologies$1.3B → $1.1B-15.0%
5. 5Cohu$2.6B → $2.2B-14.4%

Source: wafergraph live market caps. As of 2026-08-31.

Why it matters

Place it before you read anything into it. Awinic Technology's segment is Analog, Power, RF — Analog, power, and RF chips interface between the physical and digital worlds — converting signals, managing power delivery, and handling wireless communication. Unlike logic chips, many analog designs remain valuable on older process nodes, giving established players long product cycles. Texas Instruments leads general-purpose analog; Infineon leads power semiconductors (including SiC for EVs); Murata and TDK lead in RF components and passive electronics; Sony leads in CMOS image sensors. The SiC and GaN power segments are growing rapidly with electric-vehicle and AI-server demand.

Segment context from the wafergraph taxonomy.