This Week in the Chain · Oct 12, 2026

This Week in the Chain — Oct 12, 2026

Start with the biggest thing on the board. LG Innotek -15.6%. Underneath it: Pegatron +10.0%. Every figure above is computed from the live wafergraph dataset, not typed in by hand.

What it touches

A stock app shows the percentage. It has no idea who buys from this company. Here is who LG Innotek (-15.6%) is connected to.

  1. 1AppleCustomer

Top gainers

  1. 1Pegatron$7.5B → $8.3B+10.0%
  2. 2MPI Corporation$17.1B → $18.8B+9.9%
  3. 3Chang Wah Technology$2.2B → $2.5B+9.8%
  4. 4Empyrean Technology$7.6B → $8.0B+6.2%
  5. 5ASMedia Technology$3.5B → $3.6B+3.5%

Top decliners

142 companies moved at least 1% since Oct 11, 2026. That is price times shares outstanding, and it is not a view on any of them.

  1. 1LG Innotek$10.1B → $8.5B-15.6%
  2. 2Leeno Industrial$5.0B → $4.5B-10.6%
  3. 3Giantec Semiconductor$3.5B → $3.2B-8.0%
  4. 4VeriSilicon$12.0B → $11.1B-7.2%
  5. 5InnoLight Technology$135.7B → $126.8B-6.5%

Chokepoint spotlight

CoreWeave: Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI. This has been true for a while, not since Monday.

  1. 1MicrosoftDepends on it
  2. 2OpenAIDepends on it
  3. 3Meta PlatformsDepends on it
  4. 4IBMDepends on it

A standing feature that rotates weekly, not news.

Data coverage: 430/615 companies priced; 435 with SEC financials. Market data as of 2026-10-12; report generated 2026-10-12. 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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