This Week in the Chain · Oct 29, 2026
This Week in the Chain — Oct 29, 2026
Here is the week in one line. Vertiv +25.0%, Kingsemi -19.3%. Nothing above is an estimate. If a number is wrong, the data underneath it is public and you can prove it.
What it touches
A price chart never tells you who is upstream or downstream of a move. Here is who Vertiv (+25.0%) is connected to.
Top gainers
Here is what actually moved. Since Oct 25, 2026, 371 companies repriced by 1% or more.
- 1Vertiv (US-listed)$74.8B → $93.5B+25.0%
- 2Ultra Clean Holdings (US-listed)$2.0B → $2.5B+23.4%
- 3Vicor (US-listed)$8.1B → $10.0B+23.2%
- 4Win Semiconductors$6.3B → $7.7B+22.3%
- 5Applied Optoelectronics (US-listed)$5.7B → $7.0B+21.8%
Top decliners
- 1Kingsemi$8.1B → $6.5B-19.3%
- 2Beijing Huafeng Test & Control (AccoTest)$8.3B → $6.7B-19.2%
- 3Giantec Semiconductor$3.1B → $2.6B-16.3%
- 4Shengyi Technology$40.4B → $34.4B-14.9%
- 5AMEC (Advanced Micro-Fabrication)$38.4B → $32.7B-14.8%
Chokepoint spotlight
IQE: Leading epitaxial compound-semiconductor wafer maker (GaAs, GaN, InP). A fixed fact about the chain, not fresh news.
- 1Skyworks SolutionsDepends on it
- 2QorvoDepends on it
- 3BroadcomDepends on it
- 4Lumentum HoldingsDepends on it
- 5TSMCDepends on it
A standing feature that rotates weekly, not news.