This Week in the Chain · Nov 5, 2026

This Week in the Chain — Nov 5, 2026

Since Nov 1, 2026, the standout is Daeduck Electronics -33.6%. Also this week: Zhongke Feice Technology +25.7%.

What it touches

A price chart never tells you who is upstream or downstream of a move. Daeduck Electronics moved the most, but its links are not researched yet, so we drop to the next name down. Here is who SCREEN Holdings (-32.1%) is connected to.

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

Top gainers

  1. 1Zhongke Feice Technology$11.3B → $14.2B+25.7%
  2. 2Ningbo Jiangfeng Electronic Material (Konfoong)$6.5B → $8.1B+24.8%
  3. 3Espressif Systems$4.6B → $5.8B+24.6%
  4. 4National Silicon Industry Group$8.1B → $10.0B+23.9%
  5. 5Piotech$17.9B → $22.0B+22.9%

Top decliners

Start with the tape. 387 companies moved 1% or more since Nov 1, 2026.

  1. 1Daeduck Electronics$4.6B → $3.1B-33.6%
  2. 2SCREEN Holdings$13.7B → $9.3B-32.1%
  3. 3Walsin Technology$5.7B → $4.2B-26.8%
  4. 4GlobalWafers$12.3B → $9.1B-26.1%
  5. 5Lumentum Holdings (US-listed)$76.2B → $56.8B-25.4%

Chokepoint spotlight

Phison Electronics: Leading NAND flash controller and storage-solution designer. This has been true for a while, not since Monday.

  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: 427/615 companies priced; 435 with SEC financials. Market data as of 2026-11-05; report generated 2026-11-05. 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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