This Week in the Chain · Oct 28, 2026

This Week in the Chain — Oct 28, 2026

Here is the week in one line. Vicor +20.4%, Kingsemi -13.5%. 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 Vicor (+20.4%) is connected to.

  1. 1NVIDIACustomer

Top gainers

378 companies priced at least 1% away from where they sat Oct 25, 2026. Live caps, nothing adjusted after the fact.

  1. 1Vicor (US-listed)$8.1B → $9.8B+20.4%
  2. 2Haesung DS$570M → $680M+19.3%
  3. 3MaxLinear (US-listed)$5.8B → $6.8B+17.5%
  4. 4Nanya Technology$43.9B → $50.8B+15.9%
  5. 5Aehr Test Systems (US-listed)$1.8B → $2.1B+15.5%

Top decliners

  1. 1Kingsemi$8.1B → $7.0B-13.5%
  2. 2Beijing Huafeng Test & Control (AccoTest)$8.3B → $7.4B-11.5%
  3. 3Hwatsing Technology$15.7B → $14.0B-11.0%
  4. 4Piotech$22.5B → $20.3B-10.1%
  5. 5AMEC (Advanced Micro-Fabrication)$38.4B → $34.5B-10.1%

Chokepoint spotlight

IQE: Leading epitaxial compound-semiconductor wafer maker (GaAs, GaN, InP). This has been true for a while, not since Monday.

  1. 1Skyworks SolutionsDepends on it
  2. 2QorvoDepends on it
  3. 3BroadcomDepends on it
  4. 4Lumentum HoldingsDepends on it
  5. 5TSMCDepends on it

A standing feature that rotates weekly, not news.

Data coverage: 430/615 companies priced; 435 with SEC financials. Market data as of 2026-10-28; report generated 2026-10-28. 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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