This Week in the Chain · Oct 5, 2026

This Week in the Chain — Oct 5, 2026

Here is the week in one line. Schneider Electric -10.3%, ITEQ +10.1%. Every figure above is computed from the live wafergraph dataset, not typed in by hand.

What it touches

A price chart never tells you who is upstream or downstream of a move. Here is who Schneider Electric (-10.3%) is connected to.

  1. 1MicrosoftCustomer

Top gainers

  1. 1ITEQ$7.8B → $8.6B+10.1%
  2. 2Global Unichip (GUC)$33.3B → $36.3B+9.0%
  3. 3Kingboard Holdings$8.1B → $8.8B+8.4%
  4. 4Renesas Electronics$41.4B → $44.7B+8.0%
  5. 5TDK$38.5B → $41.4B+7.7%

Top decliners

127 companies moved at least 1% since Oct 4, 2026. That is price times shares outstanding, and it is not a view on any of them.

  1. 1Schneider Electric$192.1B → $172.3B-10.3%
  2. 2Chilisin Electronics$120M → $110M-8.3%
  3. 3Andes Technology$580M → $550M-5.2%
  4. 4Simmtech$200M → $190M-5.0%
  5. 5Holtek Semiconductor$460M → $440M-4.3%

Chokepoint spotlight

Silicon Motion: Leading NAND controller designer for SSDs and embedded storage. A fixed fact about the chain, not fresh news.

  1. 1Kingston TechnologyDepends on it
  2. 2ADATA TechnologyDepends on it
  3. 3Dell TechnologiesDepends on it
  4. 4Hewlett Packard EnterpriseDepends on it
  5. 5Super Micro ComputerDepends on it

A standing feature that rotates weekly, not news.

Data coverage: 431/615 companies priced; 435 with SEC financials. Market data as of 2026-10-05; report generated 2026-10-05. 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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