This Week in the Chain · Oct 14, 2026

This Week in the Chain — Oct 14, 2026

LG Innotek -22.6%. Since Oct 11, 2026: Pegatron +10.8%. Computed, not written — you can rebuild any number in this email from the free exports.

What it touches

A price chart never tells you who is upstream or downstream of a move. Here is who LG Innotek (-22.6%) is connected to.

  1. 1AppleCustomer

Top gainers

  1. 1Pegatron$7.5B → $8.3B+10.8%
  2. 2Macnica Holdings$5.2B → $5.6B+7.3%
  3. 3Wistron$18.8B → $20.0B+6.3%
  4. 4Chang Wah Technology$2.2B → $2.4B+6.2%
  5. 5Meta Platforms (US-listed)$1.83T → $1.94T+6.1%

Top decliners

351 companies priced at least 1% away from where they sat Oct 11, 2026. Live caps, nothing adjusted after the fact.

  1. 1LG Innotek$10.1B → $7.8B-22.6%
  2. 2Hanmi Semiconductor$18.9B → $15.4B-18.3%
  3. 3Cipher Mining (US-listed)$5.6B → $4.7B-16.0%
  4. 4Nepes$570M → $480M-15.8%
  5. 5Simmtech$200M → $170M-15.0%

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 2026-10-14; report generated 2026-10-14. 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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