This Week in the Chain — Sep 16, 2026

Top gainers

374 companies priced at least 1% away from where they sat Aug 31, 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. 1SFA Semicon$680M → $1.0B+52.9%
2. 2Taiwan Mask Corporation$400M → $560M+40.0%
3. 3DB HiTek$2.9B → $4.0B+36.0%
4. 4Bloom Energy$60.1B → $79.5B+32.3%
5. 5IREN$13.1B → $16.8B+28.5%
6. 6Semtech$12.2B → $15.6B+28.0%
7. 7Skyworks Solutions$10.1B → $12.9B+27.9%
8. 8Chipbond Technology$4.1B → $5.1B+22.8%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-09-17.

Coverage changes

How the dataset itself shifted since Aug 31, 2026 — what is known now, and by extension what is still missing.

Source: wafergraph dataset. As of 2026-09-17.

Top decliners

1. 1MetaX Integrated Circuits (Muxi)$41.2B → $28.5B-30.7%
2. 2Credo Technology$42.0B → $30.4B-27.8%
3. 3Munters Group$3.2B → $2.5B-21.6%
4. 4Awinic Technology$2.4B → $1.9B-20.8%
5. 5LG Innotek$11.1B → $8.8B-20.6%
6. 6NEXTDC$7.5B → $6.1B-19.5%
7. 7Weebit Nano$640M → $520M-18.8%
8. 8Alchip Technologies$10.6B → $8.6B-18.5%

Source: wafergraph live market caps. As of 2026-09-17.

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. 1Bloom Energy$60.1B → $79.5B+32.3%
2. 2IREN$13.1B → $16.8B+28.5%
3. 3Semtech$12.2B → $15.6B+28.0%
4. 4Skyworks Solutions$10.1B → $12.9B+27.9%
5. 5Dell Technologies$296.7B → $358.1B+20.7%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-09-17.

US-listed decliners

1. 1Credo Technology$42.0B → $30.4B-27.8%
2. 2Albemarle Corporation$15.8B → $12.9B-18.3%
3. 3Cadence Design Systems$93.9B → $77.1B-17.9%
4. 4Synopsys$84.7B → $72.5B-14.3%
5. 5Wolfspeed$1.4B → $1.3B-12.0%

Source: wafergraph live market caps. As of 2026-09-17.

Why it matters

Why this one matters where it sits. SFA Semicon is 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 alongside it.

Segment context from the wafergraph taxonomy.