# If AMD moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/amd · Facet: ripple · Updated: 2026-07-12T08:20:40.904419+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, AMD is directly linked to 23 companies (17 supply, 7 revenue relationships) and reaches 124 companies within two hops; the links are backed by 36 dated sources, 5 of them primary filings (as of 2026-07-12).

AMD operates across S&P 500, AI accelerators, CPU, Adaptive SoC. It is up +123% in 2026. The supply side (avg +173%) has moved harder than the stock (+123%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is AT&S (+334.1%) and the furthest behind is Meta Platforms (-6.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Chips at TSMC (N3P) and GlobalFoundries; HBM from Samsung and Micron.

## Demand chain (leading)
- T1 Microsoft (https://valuechain.wiki/microsoft.md)
- T2 OpenAI (https://valuechain.wiki/openai.md)
- T3 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T3 Accenture plc (https://valuechain.wiki/accenture.md)
- T2 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 ResMed Inc. (https://valuechain.wiki/resmed.md)
- T3 Otis Worldwide Corporation (https://valuechain.wiki/otis-worldwide.md)
- T3 Verisk Analytics (https://valuechain.wiki/verisk-analytics.md)
- T3 Expand Energy Corporation (https://valuechain.wiki/expand-energy.md)
- T2 ServiceNow (https://valuechain.wiki/servicenow.md)
- T2 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T2 Starbucks Corp (https://valuechain.wiki/starbucks.md)
- T3 E-mart Inc. (https://valuechain.wiki/emart.md)
- T3 Nestlé S.A. (https://valuechain.wiki/nestle.md)
- T3 Target Corporation (https://valuechain.wiki/target.md)
- T2 Costco Wholesale (https://valuechain.wiki/costco.md)
- T2 Johnson Controls (https://valuechain.wiki/johnson-controls.md)
- T2 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Airbus (https://valuechain.wiki/airbus.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T2 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 HCA Healthcare, Inc. (https://valuechain.wiki/hca-healthcare.md)
- T2 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 The Coca-Cola Company (https://valuechain.wiki/coca-cola.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Tapestry, Inc. (https://valuechain.wiki/tapestry.md)
- T2 3M Company (https://valuechain.wiki/3m.md)
- T3 Fastenal Company (https://valuechain.wiki/fastenal.md)
- T2 Illinois Tool Works Inc. (https://valuechain.wiki/illinois-tool-works.md)
- T3 Ford Motor Company (https://valuechain.wiki/ford-motor-company.md)
- T2 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T2 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Kia (https://valuechain.wiki/kia.md)
- T2 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Kikkoman (https://valuechain.wiki/kikkoman.md)
- T2 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T2 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T2 Kenvue Inc. (https://valuechain.wiki/kenvue.md)
- T2 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T2 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T2 Fiserv (https://valuechain.wiki/fiserv.md)
- T3 Wells Fargo (https://valuechain.wiki/wells-fargo.md)
- T2 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T3 McDonald's (https://valuechain.wiki/mcdonalds.md)
- T3 Gilead Sciences, Inc. (https://valuechain.wiki/gilead-sciences.md)
- T2 Dover Corporation (https://valuechain.wiki/dover.md)
- T3 Coca-Cola Europacific Partners (https://valuechain.wiki/coca-cola-europacific-partners.md)
- T2 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T2 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T3 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T3 JD.com (https://valuechain.wiki/jd-com.md)
- T1 Oracle (https://valuechain.wiki/oracle.md)
- T2 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 Voyager Technologies (https://valuechain.wiki/voyager-technologies.md)
- T3 Satellogic (https://valuechain.wiki/satellogic.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T2 Marriott International, Inc. (https://valuechain.wiki/marriott-international.md)
- T3 JPMorgan Chase (https://valuechain.wiki/jpmorgan-chase.md)
- T3 American Express (https://valuechain.wiki/american-express.md)
- T3 Las Vegas Sands Corp. (https://valuechain.wiki/las-vegas-sands.md)
- T2 The Sherwin-Williams Company (https://valuechain.wiki/sherwin-williams.md)
- T3 Lowe's Companies, Inc. (https://valuechain.wiki/lowes.md)
- T3 PulteGroup (https://valuechain.wiki/pultegroup.md)
- T2 Consolidated Edison, Inc. (https://valuechain.wiki/consolidated-edison.md)
- T1 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T1 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T1 Meta Platforms (https://valuechain.wiki/meta.md)
- T2 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T2 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)

## Supply chain (benefiting)
- T1 TSMC (https://valuechain.wiki/tsmc.md)
- T2 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T3 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T3 TCK (Tokai Carbon Korea) (https://valuechain.wiki/tck.md)
- T3 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T3 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T3 SMC Corporation (https://valuechain.wiki/smc.md)
- T2 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T2 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T2 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T2 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Yokogawa Electric (https://valuechain.wiki/yokogawa-electric.md)
- T2 Lasertec (https://valuechain.wiki/lasertec.md)
- T2 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T2 Disco Corporation (https://valuechain.wiki/disco.md)
- T2 Entegris (https://valuechain.wiki/entegris.md)
- T2 KLA (https://valuechain.wiki/kla.md)
- T2 Onto Innovation (https://valuechain.wiki/onto-innovation.md)
- T2 ASM International (https://valuechain.wiki/asm-international.md)
- T2 Resonac (https://valuechain.wiki/resonac.md)
- T2 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)
- T3 Hitachi (https://valuechain.wiki/hitachi.md)
- T2 BESI (https://valuechain.wiki/besi.md)
- T2 HPSP (https://valuechain.wiki/hpsp.md)
- T2 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T2 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T2 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T2 Synopsys (https://valuechain.wiki/synopsys.md)
- T2 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T2 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T2 Teradyne (https://valuechain.wiki/teradyne.md)
- T2 Advantest (https://valuechain.wiki/advantest.md)
- T2 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T2 Ebara (https://valuechain.wiki/ebara.md)
- T2 Linde (https://valuechain.wiki/linde.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T2 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T2 Fujimi Incorporated (https://valuechain.wiki/fujimi.md)
- T2 Leeno Industrial (https://valuechain.wiki/leeno.md)
- T2 Photronics (https://valuechain.wiki/photronics.md)
- T3 Hoya Corporation (https://valuechain.wiki/hoya.md)
- T2 ASML (https://valuechain.wiki/asml.md)
- T3 Carl Zeiss SMT (https://valuechain.wiki/carl-zeiss-smt.md)
- T3 TRUMPF (https://valuechain.wiki/trumpf.md)
- T3 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T2 Qnity Electronics (https://valuechain.wiki/qnity-electronics.md)
- T3 DuPont (https://valuechain.wiki/dupont.md)
- T2 EO Technics (https://valuechain.wiki/eo-technics.md)
- T1 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T2 ASMPT (https://valuechain.wiki/asmpt.md)
- T3 Kulicke & Soffa (https://valuechain.wiki/kulicke-soffa.md)
- T2 Hanmi Semiconductor (https://valuechain.wiki/hanmi-semiconductor.md)
- T2 SFA Semicon (https://valuechain.wiki/sfa-semicon.md)
- T3 SFA Engineering (https://valuechain.wiki/sfa-engineering.md)
- T2 Daeduck Electronics (https://valuechain.wiki/daeduck.md)
- T2 Uni Test (https://valuechain.wiki/unitest.md)
- T2 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 King Yuan Electronics (KYEC) (https://valuechain.wiki/kyec.md)
- T3 Arm Holdings (https://valuechain.wiki/arm.md)
- T3 Nan Ya PCB (https://valuechain.wiki/nanya-pcb.md)
- T3 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T3 JCET (Jiangsu Changjiang Electronics) (https://valuechain.wiki/jcet.md)
- T2 Wonik IPS (https://valuechain.wiki/wonik-ips.md)
- T2 Foosung (https://valuechain.wiki/foosung.md)
- T2 Merck KGaA (EMD) (https://valuechain.wiki/merck-kgaa.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T2 Nepes (https://valuechain.wiki/nepes.md)
- T2 Montage Technology (https://valuechain.wiki/montage.md)
- T2 KC Tech (https://valuechain.wiki/kc-tech.md)
- T2 SK Siltron (https://valuechain.wiki/sk-siltron.md)
- T2 S&S Tech (https://valuechain.wiki/sns-tech.md)
- T2 Camtek (https://valuechain.wiki/camtek.md)
- T2 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T3 Ajinomoto (https://valuechain.wiki/ajinomoto.md)
- T3 Cosmo Advanced Materials & Technology (https://valuechain.wiki/cosmo-advanced-materials-technology.md)
- T2 Cohu (https://valuechain.wiki/cohu.md)
- T2 LG Innotek (https://valuechain.wiki/lg-innotek.md)
- T3 LG Electronics (https://valuechain.wiki/lg-electronics.md)
- T2 ENF Technology (https://valuechain.wiki/enf-technology.md)
- T2 Dongjin Semichem (https://valuechain.wiki/dongjin-semichem.md)
- T2 Soulbrain (https://valuechain.wiki/soulbrain.md)
- T2 Jusung Engineering (https://valuechain.wiki/jusung-engineering.md)
- T2 PSK Inc (https://valuechain.wiki/psk-inc.md)
- T2 Eugene Technology (https://valuechain.wiki/eugene-tech.md)
- T2 ISC (https://valuechain.wiki/isc.md)
- T2 Park Systems (https://valuechain.wiki/park-systems.md)
- T2 Qorvo (https://valuechain.wiki/qorvo.md)
- T3 Skyworks Solutions (https://valuechain.wiki/skyworks-solutions.md)
- T2 LG Display (https://valuechain.wiki/lg-display.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Nitto Denko (https://valuechain.wiki/nitto-denko.md)
- T2 Hana Micron (https://valuechain.wiki/hana-micron.md)
- T2 Kokusai Electric (https://valuechain.wiki/kokusai-electric.md)
- T2 Powertech Technology (PTI) (https://valuechain.wiki/powertech.md)
- T2 FormFactor (https://valuechain.wiki/formfactor.md)
- T2 Simmtech (https://valuechain.wiki/simmtech.md)
- T2 Arteris (https://valuechain.wiki/arteris.md)
- T2 Samsung E&A (https://valuechain.wiki/samsung-e-a.md)
- T3 Ecopro HN (https://valuechain.wiki/ecopro-hn.md)
- T2 Air Products and Chemicals (https://valuechain.wiki/air-products.md)
- T2 Sumitomo Chemical (https://valuechain.wiki/sumitomo-chemical.md)
- T1 Micron Technology (https://valuechain.wiki/micron.md)
- T1 GlobalFoundries (https://valuechain.wiki/globalfoundries.md)
- T2 Soitec (https://valuechain.wiki/soitec.md)
- T1 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T2 Hanwha Semitech (https://valuechain.wiki/hanwha-semitech.md)
- T3 Hanwha Vision (https://valuechain.wiki/hanwha-vision.md)
- T2 SK Square (https://valuechain.wiki/sk-square.md)
- T2 ACM Research (https://valuechain.wiki/acm-research.md)
- T1 ASE Technology (https://valuechain.wiki/ase.md)
- T1 AT&S (https://valuechain.wiki/at-s.md)
- T1 Shinko Electric Industries (https://valuechain.wiki/shinko.md)
- T1 Ibiden (https://valuechain.wiki/ibiden.md)
- T1 Monolithic Power (https://valuechain.wiki/monolithic-power.md)
- T1 Unimicron (https://valuechain.wiki/unimicron.md)

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Full node: https://valuechain.wiki/amd.md · JSON: https://valuechain.wiki/amd.json