This Week in the Chain · Oct 11, 2026

This Week in the Chain — Oct 11, 2026

Here is the week in one line. Weebit Nano -26.6%, SMART Modular Technologies +24.5%.

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 (+24.5%) is connected to.

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

Top gainers

  1. 1SMART Modular Technologies (US-listed)$3.1B → $3.9B+24.5%
  2. 2inTEST (US-listed)$160M → $190M+18.8%
  3. 3ITEQ$7.8B → $9.2B+17.5%
  4. 4Walsin Technology$5.5B → $6.4B+15.8%
  5. 5Ciena (US-listed)$55.5B → $63.8B+14.9%

Top decliners

Start with the tape. 355 companies moved 1% or more since Oct 4, 2026.

  1. 1Weebit Nano$640M → $470M-26.6%
  2. 2Aehr Test Systems (US-listed)$3.5B → $2.8B-21.1%
  3. 3Bit Digital (US-listed)$590M → $470M-20.3%
  4. 4HIVE Digital Technologies (US-listed)$820M → $690M-15.9%
  5. 5IREN (US-listed)$16.5B → $13.9B-15.7%

Chokepoint spotlight

Silicon Motion: Leading NAND controller designer for SSDs and embedded storage. This has been true for a while, not since Monday.

  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 2026-10-11. 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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