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Market cap ranking / Weekly brief / 2026-W41

AI Compute Value Chain Weekly Brief · 2026-W41

10月5日–10月11日 | Chain total $24.73 trillion | Week -2.52% | Auto-generated
Chain total
$24.73 trillion
Week (weighted)
-2.52%
Trading days
5
Range
2026-10-05~2026-10-09

Trading-day snapshots this week: 2026-10-05 ~ 2026-10-09 (5 sessions). The 244 companies tracked were worth a combined $24.73 trillion, -2.52% from the week's start (market-cap weighted).

1. Segment performance

SegmentCos.Combined capWeek
GPU & AI Chips21$10.08T-1.82%
Memory / HBM15$3.93T-5.32%
Semiconductor Equipment35$2.64T-5.21%
Foundry & OSAT17$2.46T+1.11%
Servers & ODM24$1.07T-0.56%
Networking & Switching12$939.2B+1.65%
Data Centers & Cloud19$772.6B-4.48%
PCB & CCL27$581.7B+0.64%
Optical Modules & Devices23$572.2B-6.10%
EDA & Semiconductor IP7$509.0B-6.46%
Copper Interconnect & Cables16$486.1B-2.17%
Power Supply12$448.6B-0.80%
Liquid Cooling & Thermal16$234.9B-1.51%

Best segment: Networking & Switching (+1.65%); worst: EDA & Semiconductor IP (-6.46%).

2. Weekly movers (market cap ≥ $1.0B)

Top 10 gainers

CompanyMktSegmentMarket capWeek
Iteq CorporationTWPCB & CCL$9.2B+18.02%
Gold Circuit ElectronicsTWPCB & CCL$21.4B+18.00%
Elite MaterialTWPCB & CCL$67.5B+15.73%
Alchip TechnologiesTWGPU & AI Chips$11.8B+14.05%
Kaori Heat TreatmentTWLiquid Cooling & Thermal$5.0B+13.25%
Jusung EngineeringKRSemiconductor Equipment$9.1B+10.47%
GDS HoldingsUSData Centers & Cloud$6.1B+10.41%
MiTAC HoldingsTWServers & ODM$3.7B+9.06%
WistronTWServers & ODM$20.3B+9.02%
Ciena CorporationUSNetworking & Switching$60.4B+8.84%

Top 10 decliners

CompanyMktSegmentMarket capWeek
Yuanjie SemiconductorSHOptical Modules & Devices$23.9B-20.03%
Changguang HuaxinSHOptical Modules & Devices$6.1B-20.02%
Shijia PhotonsSHOptical Modules & Devices$8.6B-17.43%
Jones TechSZLiquid Cooling & Thermal$4.0B-16.68%
Vicor CorporationUSPower Supply$12.1B-15.08%
BE Semiconductor IndustriesUSSemiconductor Equipment$15.6B-14.87%
IREN LimitedUSData Centers & Cloud$14.1B-14.49%
Broadex TechnologiesSZOptical Modules & Devices$8.4B-13.40%
Hua Hong SemiconductorHKFoundry & OSAT$23.5B-12.93%
King Slide WorksTWServers & ODM$31.7B-12.59%

3. Top-10 lineup changes

The top-10 lineup was unchanged from the week's start.

4. Takeaways