This Week in the Chain · Oct 25, 2026

This Week in the Chain — Oct 25, 2026

Espressif Systems +30.5%. Zhongke Feice Technology -22.9%. Source: the wafergraph dataset, updated weekly.

What it touches

A stock app shows the percentage. It has no idea who buys from this company. Espressif Systems moved the most, but its links are not researched yet, so we drop to the next name down. Here is who Rockchip (+25.6%) is connected to.

  1. 1Samsung ElectronicsCustomer
  2. 2ToshibaCustomer

Top gainers

Market caps first, because they are the fastest-moving thing on this map. 373 names moved 1% or more against Oct 18, 2026.

  1. 1Espressif Systems$4.2B → $5.4B+30.5%
  2. 2Rockchip$10.8B → $13.6B+25.6%
  3. 3Actions Technology$940M → $1.2B+23.4%
  4. 4Goodix Technology$3.3B → $4.0B+19.7%
  5. 5Awinic Technology$1.6B → $1.9B+17.9%

Top decliners

  1. 1Zhongke Feice Technology$17.7B → $13.7B-22.9%
  2. 2Piotech$29.0B → $22.5B-22.3%
  3. 3AT&S$7.6B → $6.0B-20.5%
  4. 4Lenovo$44.4B → $35.8B-19.2%
  5. 5Weebit Nano$490M → $400M-18.4%

Chokepoint spotlight

Hon Hai (Foxconn): World's largest electronics contract manufacturer; builds AI servers. This has been true for a while, not since Monday.

  1. 1Amazon (Annapurna Labs)Depends on it
  2. 2MicrosoftDepends on it
  3. 3Meta PlatformsDepends on it
  4. 4Alphabet (Google)Depends on it
  5. 5CoreWeaveDepends on it

A standing feature that rotates weekly, not news.

Data coverage: 430/615 companies priced; 435 with SEC financials. Market data as of 2026-10-23; report generated 2026-10-25. 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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