This Week in the Chain — Aug 10, 2026

Top gainers

Here is what actually moved. Since Aug 3, 2026, 415 companies repriced by 1% or more, measured on live market caps rather than a smoothed average.

1. 1Oxford Instruments$20M → $2.2B+10800.0%
2. 2Netlist$780M → $1.3B+67.9%
3. 3Aeva Technologies$1.2B → $1.9B+55.0%
4. 4Applied Optoelectronics$7.4B → $11.5B+54.4%
5. 5ITEQ$3.2B → $4.8B+48.8%
6. 6Coherent$50.6B → $74.2B+46.7%
7. 7Ningbo Jiangfeng Electronic Material (Konfoong)$7.6B → $10.7B+41.7%
8. 8Materion$4.3B → $6.0B+39.2%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-08-10.

Top decliners

1. 1Cipher Mining$9.2B → $7.1B-22.2%
2. 2FUJIFILM$28.9B → $23.8B-17.7%
3. 3Western Digital$176.1B → $149.7B-15.0%
4. 4Bruker$9.6B → $8.1B-14.9%
5. 5Mitsubishi Gas Chemical$5.3B → $4.7B-10.9%
6. 6Nippon Chemi-Con$560M → $500M-10.7%
7. 7TOWA$1.3B → $1.2B-8.4%
8. 8Hut 8$11.9B → $10.9B-8.2%

Source: wafergraph live market caps. As of 2026-08-10.

Coverage changes

Dataset coverage compared with Aug 3, 2026. Every figure in this email is a floor, and this section is how you tell how high the floor sits.

Source: wafergraph dataset. As of 2026-08-10.

US-listed gainers

US-listed only here: NASDAQ, NYSE, OTC. ADRs like TSMC and ASML trade on a US exchange, so they are in. A company that only trades in Taipei or Tokyo is out. The listing decides it, not the headquarters.

1. 1Netlist$780M → $1.3B+67.9%
2. 2Aeva Technologies$1.2B → $1.9B+55.0%
3. 3Applied Optoelectronics$7.4B → $11.5B+54.4%
4. 4Coherent$50.6B → $74.2B+46.7%
5. 5Materion$4.3B → $6.0B+39.2%

Source: wafergraph live market caps (Yahoo Finance × SEC shares). As of 2026-08-10.

US-listed decliners

1. 1Cipher Mining$9.2B → $7.1B-22.2%
2. 2Western Digital$176.1B → $149.7B-15.0%
3. 3Bruker$9.6B → $8.1B-14.9%
4. 4Hut 8$11.9B → $10.9B-8.2%
5. 5Arrow Electronics$11.1B → $10.4B-6.2%

Source: wafergraph live market caps. As of 2026-08-10.

Why it matters

Equipment (Front End) — Front-end equipment transforms raw wafers into patterned circuits through deposition, etch, lithography, ion implant, and cleaning steps. The segment contains some of the supply chain's most extreme chokepoints: ASML is the sole supplier of EUV scanners, Carl Zeiss SMT makes every optical column inside them, and TRUMPF supplies the laser sources. Beyond those monopolies, Applied Materials, Lam Research, Tokyo Electron, and KLA collectively cover most other critical process steps and together represent several hundred billion dollars in market value. Oxford Instruments is one of 64 tracked companies in Equipment (Front End), which is the part of the chain to look at if you want to know what a move here touches.

Segment context from the wafergraph taxonomy.