This Week in the Chain · Sep 27, 2026

This Week in the Chain — Sep 27, 2026

Since Sep 20, 2026, the standout is Vicor +26.6%. Also this week: Innoscience -10.7%. Nothing above is an estimate. If a number is wrong, the data underneath it is public and you can prove it.

What it touches

A stock app shows the percentage. It has no idea who buys from this company. Here is who Vicor (+26.6%) is connected to.

  1. 1NVIDIACustomer

Top gainers

Market caps first, because they are the fastest-moving thing on this map. 363 names moved 1% or more against Sep 20, 2026.

  1. 1Vicor (US-listed)$10.3B → $13.0B+26.6%
  2. 2Silvaco Group, Inc. (US-listed)$230M → $280M+21.7%
  3. 3Everspin Technologies (US-listed)$370M → $450M+21.6%
  4. 4Eugene Technology$2.3B → $2.7B+21.3%
  5. 5Unimicron$50.7B → $61.3B+21.0%

Top decliners

  1. 1Innoscience$5.2B → $4.7B-10.7%
  2. 2Nippon Chemi-Con$490M → $450M-8.2%
  3. 3TeraWulf (US-listed)$8.5B → $7.8B-7.5%
  4. 4HIVE Digital Technologies (US-listed)$940M → $870M-7.4%
  5. 5Oracle (US-listed)$446.3B → $414.6B-7.1%

Chokepoint spotlight

Qualcomm: Leading smartphone SoC and modem designer, expanding into PC and auto. A fixed fact about the chain, not fresh news.

  1. 1AppleDepends on it
  2. 2Samsung ElectronicsDepends on it
  3. 3Dell TechnologiesDepends on it
  4. 4LenovoDepends on it

A standing feature that rotates weekly, not news.

Data coverage: 434/615 companies priced; 435 with SEC financials. Market data as of 2026-09-25; report generated 2026-09-27. Every figure is computed from the wafergraph dataset — live market caps are price times SEC share count, nothing smoothed. Supplier and customer links are researched company by company, and only researched links are named. Educational/informational only, not investment advice.

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