Chain Pulse — what the market is researching this week
Attention data as a product: which companies and segments readers are researching on wafergraph, blended with real news mentions, recent M&A, and market-cap moves. Every figure is grounded in the live wafergraph dataset — nothing here is a forecast or an opinion.
Data as of 2026-07-18.
Most researched this week
Ranked by aggregate, cookieless reader page views over the trailing 7 days (2026-07-11 → 2026-07-18). Scores are relative to the most-viewed company (0-100) — raw visit counts are never published. Companies tied at minimal attention are collapsed rather than ranked alphabetically.
- 1. InnoLight Technology relative score 100/100
- 2. Huatian Technology relative score 38/100
- 3. Nikon relative score 38/100
- 4. Shin-Etsu Chemical relative score 38/100
- 5. Tongfu Microelectronics relative score 25/100
+ 23 others drew similar attention this week.
Trending segments
- 1. Distribution & Misc relative score 100/100
- 2. Equipment (Front End) relative score 73/100
- 3. OSAT relative score 64/100
- 4. Materials relative score 45/100
- 5. Analog, Power, RF relative score 36/100
- 6. Design (Fabless) relative score 36/100
- 7. AI & Data Center relative score 18/100
- 8. EDA & IP relative score 18/100
In the news
- AMD FSR Multi-Frame Generation with 8x mode spotted — experimental driver settings could hint at FSR's next evolution — mentions AMD (Tom's Hardware, 2026-07-13)
- Apple's rumored M7 Ultra targets 1.5TB of memory and Blackwell-class AI performance, report claims — monster 2028 offering would depend on memory shortage easin — mentions Apple (Tom's Hardware, 2026-07-13)
- Huakun deepens server cooperation with Huawei, targets overseas growth through on-premise AI applications — mentions Huawei (DigiTimes Asia, 2026-07-13)
- Meta expands colossal Hyperion AI supercluster plans to 5GW, pushes Louisiana investment past $50 billion as AI race accelerates — says it plans to invest over — mentions Meta Platforms (Tom's Hardware, 2026-07-13)
- Microsoft emails Windows 10 holdouts: Fine, keep your old PC another year — mentions Microsoft (The Register — Systems, 2026-07-13)
- Samsung develops glass interposer as TSMC expands packaging capacity — mentions Samsung Electronics (DigiTimes Asia, 2026-07-13)
- Samsung Gen 5.0 1 TB And 2 TB 9100 PRO SSDs Are Now Retailing For The Same Price As Gen 4.0 990 PRO SSD Variants — mentions Samsung Electronics (Wccftech, 2026-07-13)
- Samsung develops glass interposer as TSMC expands packaging capacity — mentions TSMC (DigiTimes Asia, 2026-07-13)
Recent deals
- DigitalBridge to acquire ArcLight Capital — Acquisition, 2026-05-23, $650M. DigitalBridge agreed to acquire ArcLight Capital Holdings via merger (dated May 23, 2026) for a Total Base Purchase Price of $650 million, subject to working-capital and earn-out adjustments.
Big moves
Market-cap change since the prior dataset snapshot (2026-07-13 → 2026-07-18); only companies priced at both dates, moves of at least 1%.
Gainers
- Daeduck Electronics +21.6%
- Aehr Test Systems +18.5%
- Hanmi Semiconductor +18.5%
- Wonik IPS +13.0%
- Munters Group +11.4%
- SFA Semicon +10.7%
- Simmtech +8.3%
- PSK Inc +6.4%
Losers
- Ningbo Jiangfeng Electronic Material (Konfoong) -31.5%
- Giantec Semiconductor -28.6%
- IBM -27.4%
- Montage Technology -27.4%
- Walsin Technology -27.1%
- Primarius Technologies -26.0%
- Hwatsing Technology -25.7%
- National Silicon Industry Group -25.6%
Methodology: aggregate, cookieless reader attention on wafergraph, 7-day window. News mentions are a text match against headline titles, not an editorial claim.