This Week in the Chain · Nov 3, 2026

This Week in the Chain — Nov 3, 2026

Nov 1, 2026 to now: Guerrilla RF, Inc. +50.0%. SCREEN Holdings -19.3%.

What it touches

A price chart never tells you who is upstream or downstream of a move. Guerrilla RF, Inc. moved the most, but its links are not researched yet, so we drop to the next name down. Here is who SCREEN Holdings (-19.3%) is connected to.

  1. 1TSMCCustomer
  2. 2Samsung ElectronicsCustomer
  3. 3IntelCustomer
  4. 4SK hynixCustomer
  5. 5Micron TechnologyCustomer
  6. 6United Microelectronics (UMC)Customer

Top gainers

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

  1. 1Guerrilla RF, Inc. (US-listed)$40M → $60M+50.0%
  2. 2National Silicon Industry Group$8.1B → $8.8B+8.7%
  3. 3Loongson Technology$5.0B → $5.4B+8.5%
  4. 4Lasertec$21.5B → $23.1B+7.5%
  5. 5Awinic Technology$1.8B → $1.9B+6.7%

Top decliners

  1. 1SCREEN Holdings$13.7B → $11.0B-19.3%
  2. 2Lumentum Holdings (US-listed)$76.2B → $62.0B-18.6%
  3. 33Peak$5.6B → $4.7B-17.1%
  4. 4Walsin Technology$5.7B → $4.8B-16.2%
  5. 5Daeduck Electronics$4.6B → $3.9B-16.1%

Chokepoint spotlight

Phison Electronics: Leading NAND flash controller and storage-solution designer. A fixed fact about the chain, not fresh news.

  1. 1Kioxia HoldingsDepends on it
  2. 2Kingston TechnologyDepends on it
  3. 3ADATA TechnologyDepends on it
  4. 4Team GroupDepends on it
  5. 5Transcend InformationDepends on it

A standing feature that rotates weekly, not news.

Data coverage: 429/615 companies priced; 435 with SEC financials. Market data as of 2026-11-03; report generated 2026-11-03. 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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