This Week in the Chain · Nov 13, 2026
This Week in the Chain — Nov 13, 2026
Nov 8, 2026 to now: SFA Semicon +53.4%. Alibaba Group -13.8%. Source: the wafergraph dataset, updated weekly.
What it touches
Every mover sits inside a chain of real suppliers and customers. SFA Semicon moved the most, but its links are not researched yet, so we drop to the next name down. Here is who Wonik QnC (+46.2%) is connected to.
- 1Samsung ElectronicsCustomer
- 2SK hynixCustomer
Top gainers
380 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+53.4%
- 2Wonik QnC$390M → $570M+46.2%
- 3Alchip Technologies$7.5B → $10.6B+41.7%
- 4Win Semiconductors$5.3B → $7.3B+39.6%
- 5Global Unichip (GUC)$25.4B → $35.1B+38.4%
Top decliners
- 1Alibaba Group (US-listed)$272.3B → $234.7B-13.8%
- 2Inventec$5.8B → $5.0B-12.7%
- 3NVIDIA (US-listed)$4.51T → $4.01T-11.0%
- 4GDS Holdings (US-listed)$4.5B → $4.0B-10.3%
- 5IREN (US-listed)$9.2B → $8.3B-9.9%
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.