This Week in the Chain · Nov 12, 2026
This Week in the Chain — Nov 12, 2026
Nov 8, 2026 to now: SFA Semicon +47.9%. Inventec -12.0%. Every figure above is computed from the live wafergraph dataset, not typed in by hand.
What it touches
A price chart never tells you who is upstream or downstream of a move. SFA Semicon moved the most, but its links are not researched yet, so we drop to the next name down. Here is who Haesung DS (+35.7%) is connected to.
- 1Samsung ElectronicsCustomer
- 2SK hynixCustomer
Top gainers
385 companies moved at least 1% since Nov 8, 2026. That is price times shares outstanding, and it is not a view on any of them.
- 1SFA Semicon$730M → $1.1B+47.9%
- 2Haesung DS$420M → $570M+35.7%
- 3MPI Corporation$10.3B → $13.8B+34.5%
- 4Daeduck Electronics$2.7B → $3.6B+34.2%
- 5Nepes$270M → $360M+33.3%
Top decliners
- 1Inventec$5.8B → $5.1B-12.0%
- 2Novatek Microelectronics$9.3B → $8.6B-7.2%
- 3Alibaba Group (US-listed)$272.3B → $252.6B-7.2%
- 4Transcend Information$3.3B → $3.0B-7.1%
- 5Unisem$1.6B → $1.4B-7.1%
Chokepoint spotlight
Arm Holdings: CPU architecture licensed in virtually every smartphone and most edge devices. This has been true for a while, not since Monday.
- 1AppleDepends on it
- 2QualcommDepends on it
- 3MediaTekDepends on it
- 4NVIDIADepends on it
- 5Samsung ElectronicsDepends on it
A standing feature that rotates weekly, not news.