This Week in the Chain — Oct 4, 2026

What it touches

A stock app shows the percentage. It has no idea who buys from this company. Andes Technology moved the most, but its links are not researched yet, so we drop to the next name down. Here is who GlobalWafers (+25.2%) is connected to.

1. 1TSMCCustomer
2. 2Samsung ElectronicsCustomer
3. 3IntelCustomer
4. 4SK hynixCustomer
5. 5Micron TechnologyCustomer
6. 6United Microelectronics (UMC)Customer

Top gainers

Here is what actually moved. Since Sep 27, 2026, 369 companies repriced by 1% or more.

1. 1Andes Technology$450M → $580M+28.9%
2. 2Wolfspeed (US-listed)$1.5B → $1.9B+28.1%
3. 3GlobalWafers$14.3B → $17.9B+25.2%
4. 4Daeduck Electronics$4.5B → $5.7B+24.9%
5. 5ams OSRAM$2.4B → $3.0B+23.1%

Top decliners

1. 121Vianet (US-listed)$1.9B → $1.5B-22.8%
2. 2VeriSilicon$16.3B → $13.5B-17.2%
3. 3GDS Holdings (US-listed)$6.6B → $5.5B-16.0%
4. 4Cipher Mining (US-listed)$7.4B → $6.5B-11.4%
5. 5MetaX Integrated Circuits (Muxi)$33.2B → $29.7B-10.8%

Chokepoint spotlight

Dell Technologies: Top AI server and infrastructure systems integrator. One of the most-connected names in its segment, in a standing weekly rotation, not fresh news.

1. 1CoreWeaveDepends on it
2. 2xAIDepends on it
3. 3Amazon (Annapurna Labs)Depends on it
4. 4MicrosoftDepends on it
5. 5Alphabet (Google)Depends on it

A standing feature that rotates weekly, not news.