This Week in the Chain · Oct 31, 2026
This Week in the Chain — Oct 31, 2026
Oct 25, 2026 to now: Kingsemi -29.6%. Vertiv +19.7%. 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 stock app shows the percentage. It has no idea who buys from this company. Here is who Kingsemi (-29.6%) is connected to.
- 1SMICCustomer
- 2Hua Hong SemiconductorCustomer
Top gainers
- 1Vertiv (US-listed)$74.8B → $89.5B+19.7%
- 2Win Semiconductors$6.3B → $7.5B+18.8%
- 3Atomera (US-listed)$110M → $130M+18.2%
- 4Ultra Clean Holdings (US-listed)$2.0B → $2.4B+16.1%
- 5Entegris (US-listed)$20.6B → $23.6B+14.8%
Top decliners
360 companies moved at least 1% since Oct 25, 2026. That is price times shares outstanding, and it is not a view on any of them.
- 1Kingsemi$8.1B → $5.7B-29.6%
- 2Beijing Huafeng Test & Control (AccoTest)$8.3B → $6.1B-26.7%
- 3Eoptolink Technology$54.6B → $41.1B-24.8%
- 4Giantec Semiconductor$3.1B → $2.4B-22.5%
- 5Shengyi Technology$40.4B → $31.8B-21.4%
Chokepoint spotlight
IQE: Leading epitaxial compound-semiconductor wafer maker (GaAs, GaN, InP). This has been true for a while, not since Monday.
- 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.