This Week in the Chain — Nov 1, 2026

What it touches

A price chart never tells you who is upstream or downstream of a move. Here is who Kingsemi (-29.6%) is connected to.

1. 1SMICCustomer
2. 2Hua Hong SemiconductorCustomer

Top gainers

1. 1Vertiv (US-listed)$74.8B → $89.5B+19.7%
2. 2Win Semiconductors$6.3B → $7.5B+18.8%
3. 3Atomera (US-listed)$110M → $130M+18.2%
4. 4Ultra Clean Holdings (US-listed)$2.0B → $2.4B+16.1%
5. 5Entegris (US-listed)$20.6B → $23.6B+14.8%

Top decliners

Here is what actually moved. Since Oct 25, 2026, 360 companies repriced by 1% or more.

1. 1Kingsemi$8.1B → $5.7B-29.6%
2. 2Beijing Huafeng Test & Control (AccoTest)$8.3B → $6.1B-26.7%
3. 3Eoptolink Technology$54.6B → $41.1B-24.8%
4. 4Giantec Semiconductor$3.1B → $2.4B-22.5%
5. 5Shengyi Technology$40.4B → $31.8B-21.4%

Chokepoint spotlight

IQE: Leading epitaxial compound-semiconductor wafer maker (GaAs, GaN, InP). One of the most-connected names in its segment, in a standing weekly rotation, not fresh news.

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.