This Week in the Chain · Jun 29, 2026

This Week in the Chain — Jun 29, 2026

What changed in the semiconductor & AI supply chain since Jun 22, 2026: Wiwynn +181.1%, onsemi -32.1%. Auto-generated from the wafergraph dataset — every figure computed, no editorializing.

Top gainers

Largest market-cap moves since Jun 22, 2026 (361 priced companies moved ≥1%). Figures are live market caps; moves reflect price action plus any share-count updates.

  1. 1Wiwynn$28.5B → $80.2B+181.1%
  2. 2Giantec Semiconductor$3.2B → $4.7B+46.9%
  3. 3Zhongke Feice Technology$13.9B → $19.4B+39.7%
  4. 4Kingsemi$8.6B → $11.9B+38.3%
  5. 5Hwatsing Technology$17.2B → $23.1B+34.1%
  6. 6Beijing Huafeng Test & Control (AccoTest)$12.1B → $15.7B+29.8%
  7. 7VeriSilicon$22.1B → $28.1B+27.1%
  8. 8Jiangsu Nata Opto-electronic Material (Nanda Optoelectronics)$7.2B → $9.2B+26.8%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-06-29.

Top decliners

  1. 1onsemi$50.9B → $34.6B-32.1%
  2. 2HIVE Digital Technologies$1.4B → $980M-27.4%
  3. 3Navitas Semiconductor$5.7B → $4.2B-25.8%
  4. 4Win Semiconductors$7.3B → $5.5B-24.4%
  5. 5Chipbond Technology$6.5B → $4.9B-24.4%
  6. 6Furukawa Electric$25.3B → $19.2B-24.0%
  7. 7Simmtech$170M → $130M-23.5%
  8. 8Nepes$510M → $390M-23.5%

Source: wafergraph live market caps. As of 2026-06-29.

Coverage changes

How the dataset's coverage shifted versus the last snapshot.

-$1.31T
Tracked market cap Δ

Source: wafergraph dataset. As of 2026-06-29.

Why it matters

Wiwynn sits in Distribution & Misc — This segment captures the physical distribution layer — component distributors, electronics manufacturing services (EMS) and ODM companies that build finished AI servers and systems, and photonics companies making optical transceivers. Foxconn (Hon Hai) is the world's largest EMS/contract manufacturer. Quanta, Wistron, and Wiwynn are top hyperscaler AI-server ODMs. InnoLight and Eoptolink supply the high-speed optical transceivers that interconnect AI clusters. WPG Holdings and WT Microelectronics are leading component distributors by revenue.. Watch this segment for second-order supply-chain effects.

Segment context from the wafergraph taxonomy.

Data coverage: 402/565 companies priced; 393 with SEC financials. Market data as of 2026-06-29; report generated 2026-06-29. Figures are computed from the wafergraph dataset — educational/informational only, not investment advice.

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