This Week in the Chain · Nov 7, 2026

This Week in the Chain — Nov 7, 2026

Here is the week in one line. Daeduck Electronics -41.6%, National Silicon Industry Group +26.5%.

What it touches

A stock app shows the percentage. It has no idea who buys from this company. 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 (-35.9%) 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+26.5%
  2. 2Ningbo Jiangfeng Electronic Material (Konfoong)$6.5B → $8.1B+24.8%
  3. 3Hwatsing Technology$12.6B → $15.4B+22.4%
  4. 4Zhongke Feice Technology$11.3B → $13.8B+22.3%
  5. 5Piotech$17.9B → $21.8B+21.4%

Top decliners

Here is what actually moved. Since Nov 1, 2026, 397 companies repriced by 1% or more.

  1. 1Daeduck Electronics$4.6B → $2.7B-41.6%
  2. 2Lumentum Holdings (US-listed)$76.2B → $48.8B-35.9%
  3. 3PSK Inc$2.5B → $1.6B-33.7%
  4. 4GlobalWafers$12.3B → $8.3B-32.7%
  5. 5Walsin Technology$5.7B → $3.8B-32.5%

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: 419/615 companies priced; 435 with SEC financials. Market data as of 2026-11-07; report generated 2026-11-07. 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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