This Week in the Chain · Oct 9, 2026

This Week in the Chain — Oct 9, 2026

Oct 4, 2026 to now: Weebit Nano -26.6%. ITEQ +17.5%. 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. Weebit Nano moved the most, but its links are not researched yet, so we drop to the next name down. Here is who SMART Modular Technologies (+16.9%) is connected to.

  1. 1Micron TechnologySupplier
  2. 2Samsung ElectronicsSupplier
  3. 3SK hynixSupplier

Top gainers

  1. 1ITEQ$7.8B → $9.2B+17.5%
  2. 2SMART Modular Technologies (US-listed)$3.1B → $3.7B+16.9%
  3. 3Walsin Technology$5.5B → $6.4B+15.8%
  4. 4Alchip Technologies$10.3B → $11.8B+13.6%
  5. 5Jusung Engineering$8.1B → $9.1B+13.0%

Top decliners

Here is what actually moved. Since Oct 4, 2026, 361 companies repriced by 1% or more.

  1. 1Weebit Nano$640M → $470M-26.6%
  2. 2Aehr Test Systems (US-listed)$3.5B → $2.9B-18.6%
  3. 3Bit Digital (US-listed)$590M → $490M-16.9%
  4. 4ACM Research (US-listed)$5.8B → $4.9B-15.1%
  5. 5Vicor (US-listed)$14.2B → $12.1B-15.1%

Chokepoint spotlight

Silicon Motion: Leading NAND controller designer for SSDs and embedded storage. One of the most-connected names in its segment, in a standing weekly rotation, 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: 430/615 companies priced; 435 with SEC financials. Market data as of 2026-10-09; report generated 2026-10-09. 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.

← All briefings