This Week in the Chain · Nov 6, 2026

This Week in the Chain — Nov 6, 2026

Daeduck Electronics -41.4%. National Silicon Industry Group +26.7%. Nothing above is an estimate. If a number is wrong, the data underneath it is public and you can prove it.

What it touches

Every mover sits inside a chain of real suppliers and customers. Daeduck Electronics moved the most, but its links are not researched yet, so we drop to the next name down. Here is who Lumentum Holdings (-39.3%) is connected to.

  1. 1AppleCustomer
  2. 2NVIDIACustomer
  3. 3Arista NetworksCustomer
  4. 4Cisco SystemsCustomer
  5. 5FabrinetSupplier
  6. 6IQESupplier
  7. 7CoherentSupplier
  8. 8BroadcomSupplier

Top gainers

  1. 1National Silicon Industry Group$8.1B → $10.2B+26.7%
  2. 2Ningbo Jiangfeng Electronic Material (Konfoong)$6.5B → $8.1B+25.0%
  3. 3Hwatsing Technology$12.6B → $15.4B+22.6%
  4. 4Zhongke Feice Technology$11.3B → $13.8B+22.5%
  5. 5Piotech$17.9B → $21.8B+21.6%

Top decliners

Here is what actually moved. Since Nov 1, 2026, 402 companies repriced by 1% or more.

  1. 1Daeduck Electronics$4.6B → $2.7B-41.4%
  2. 2Lumentum Holdings (US-listed)$76.2B → $46.2B-39.3%
  3. 3MaxLinear (US-listed)$6.1B → $4.0B-34.3%
  4. 4PSK Inc$2.5B → $1.7B-33.3%
  5. 5GlobalWafers$12.3B → $8.3B-32.7%

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: 425/615 companies priced; 435 with SEC financials. Market data as of 2026-11-06; report generated 2026-11-06. 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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