Same-day notes on the semiconductor supply chain

Notes

• Aehr Test Systems's market cap moved -18.6% — Oct 9, 2026 2026-10-09
  Aehr Test Systems fell 18.6%, $3.5B to $2.9B. 4 more moved the same distance the same day.
• SMART Modular Technologies gained 18.5% today — Oct 8, 2026 2026-10-08
  SMART Modular Technologies gained 18.5%, $3.1B to $3.7B. 4 more moved the same distance the same day.
• Up 18.1%: Walsin Technology on the tape — Oct 7, 2026 2026-10-07
  Walsin Technology gained 18.1%, $5.5B to $6.5B. 4 more moved the same distance the same day.
• Schneider Electric's market cap moved -10.3% — Oct 5, 2026 2026-10-05
  Schneider Electric fell 10.3%, $192.1B to $172.3B. 3 more moved the same distance the same day.
• Wolfspeed's market cap moved +28.1% — Oct 4, 2026 2026-10-04
  Wolfspeed gained 28.1%, $1.5B to $1.9B. 4 more moved the same distance the same day.
• Up 28.1%: Wolfspeed on the tape — Oct 3, 2026 2026-10-03
  Wolfspeed gained 28.1%, $1.5B to $1.9B. 4 more moved the same distance the same day.
• GlobalWafers gained 24.9% today — Oct 2, 2026 2026-10-02
  GlobalWafers gained 24.9%, $14.3B to $17.9B. 4 more moved the same distance the same day.
• Daeduck Electronics's market cap moved +24.4% — Oct 1, 2026 2026-10-01
  Daeduck Electronics gained 24.4%, $4.5B to $5.7B. 4 more moved the same distance the same day.
• VeriSilicon's market cap moved -17.1% — Sep 30, 2026 2026-09-30
  VeriSilicon fell 17.1%, $16.3B to $13.5B. 4 more moved the same distance the same day.
• Down 11.6%: Modine Manufacturing on the tape — Sep 29, 2026 2026-09-29
  Modine Manufacturing fell 11.6%, $10.5B to $9.3B. 4 more moved the same distance the same day.
• Accelink Technologies's market cap moved -9.9% — Sep 28, 2026 2026-09-28
  Accelink Technologies fell 9.9%, $22.5B to $20.2B. 4 more moved the same distance the same day.
• Up 26.6%: Vicor on the tape — Sep 27, 2026 2026-09-27
  Vicor gained 26.6%, $10.3B to $13.0B. 3 more moved the same distance the same day.
• Vicor's market cap moved +26.6% — Sep 26, 2026 2026-09-26
  Vicor gained 26.6%, $10.3B to $13.0B. 3 more moved the same distance the same day.
• Vicor gained 24.0% today — Sep 25, 2026 2026-09-25
  Vicor gained 24.0%, $10.3B to $12.7B. 4 more moved the same distance the same day.
• Vicor's market cap moved +27.2% — Sep 24, 2026 2026-09-24
  Vicor gained 27.2%, $10.3B to $13.1B. 4 more moved the same distance the same day.
• ams OSRAM gained 33.7% today — Sep 23, 2026 2026-09-23
  ams OSRAM gained 33.7%, $2.1B to $2.8B. 3 more moved the same distance the same day.
• ams OSRAM gained 24.0% today — Sep 22, 2026 2026-09-22
  ams OSRAM gained 24.0%, $2.1B to $2.6B. 3 more moved the same distance the same day.
• SFA Semicon gained 17.8% today — Sep 21, 2026 2026-09-21
  SFA Semicon gained 17.8%, $1.1B to $1.3B. 2 more moved the same distance the same day.
• Vicor's market cap moved +21.1% — Sep 20, 2026 2026-09-20
  Vicor gained 21.1%, $8.5B to $10.3B. 2 more moved the same distance the same day.
• Up 21.1%: Vicor on the tape — Sep 19, 2026 2026-09-19
  Vicor gained 21.1%, $8.5B to $10.3B. 2 more moved the same distance the same day.
• Up 18.5%: Generac Holdings on the tape — Sep 18, 2026 2026-09-18
  Generac Holdings gained 18.5%, $10.3B to $12.2B. 2 more moved the same distance the same day.
• SFA Semicon's market cap moved +57.4% — Sep 16, 2026 2026-09-16
  SFA Semicon gained 57.4%, $680M to $1.1B. 4 more moved the same distance the same day.
• SFA Semicon gained 52.9% today — Sep 15, 2026 2026-09-15
  SFA Semicon gained 52.9%, $680M to $1.0B. 4 more moved the same distance the same day.
• MetaX Integrated Circuits (Muxi) fell 33.1% today — Sep 14, 2026 2026-09-14
  MetaX Integrated Circuits (Muxi) fell 33.1%, $41.2B to $27.5B. 4 more moved the same distance the same day.
• IREN gained 34.7% today — Sep 5, 2026 2026-09-05
  IREN gained 34.7%, $13.1B to $17.6B. 4 more moved the same distance the same day.
• Marvell Technology drew 5x the attention of the next company — Sep 4, 2026 2026-09-04
  Marvell Technology pulled 5x the reader attention of Advantest on wafergraph today. 5 companies moved 8.0% or more on a market cap of at least $1.0B.
• Down 25.6%: Credo Technology on the tape — Sep 3, 2026 2026-09-03
  Credo Technology fell 25.6%, $42.0B to $31.3B. 4 more moved the same distance the same day.
• Marvell Technology drew 7x the attention of the next company — Sep 2, 2026 2026-09-02
  Marvell Technology pulled 7x the reader attention of Meta Platforms on wafergraph today. 5 companies moved 8.0% or more on a market cap of at least $1.0B.
• Readers zeroed in on Marvell Technology today, 6x the runner-up — Sep 1, 2026 2026-09-01
  Marvell Technology pulled 6x the reader attention of Meta Platforms on wafergraph today. 5 companies moved 8.0% or more on a market cap of at least $1.0B.