# If Arm Holdings moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/arm · Facet: ripple · Updated: 2026-07-12T06:24:25.797222+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Arm Holdings is directly linked to 12 companies (3 supply, 8 revenue, 1 investment relationships) and reaches 16 companies within two hops; the links are backed by 17 dated sources, 3 of them primary filings (as of 2026-07-12).

Arm Holdings operates across Chip-design IP (CPU architecture). After -11.4% in 2025, it rebounded +130.6% in 2026. The stock (+130.6%) is ahead of both its demand side (avg +48.6%) and supply side (avg -11.3%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is MediaTek (+152.4%) and the furthest behind is Synopsys (-16.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Armv9 and server/AI drive royalty growth.

## Demand chain (leading)
- T1 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T2 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Planet Labs (https://valuechain.wiki/planet-labs.md)
- T3 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 McDonald's (https://valuechain.wiki/mcdonalds.md)
- T3 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.md)
- T3 Shopify (https://valuechain.wiki/shopify.md)
- T3 Uber (https://valuechain.wiki/uber.md)
- T3 Costco Wholesale (https://valuechain.wiki/costco.md)
- T3 LVMH Moet Hennessy Louis Vuitton (https://valuechain.wiki/lvmh.md)
- T3 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T3 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T3 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 Booking Holdings Inc. (https://valuechain.wiki/booking-holdings.md)
- T3 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 HCA Healthcare, Inc. (https://valuechain.wiki/hca-healthcare.md)
- T3 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 AppLovin Corporation (https://valuechain.wiki/applovin.md)
- T3 Cintas Corporation (https://valuechain.wiki/cintas.md)
- T3 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T3 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T3 AutoZone (https://valuechain.wiki/autozone.md)
- T3 eBay Inc. (https://valuechain.wiki/ebay.md)
- T3 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T3 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Ingersoll Rand Inc. (https://valuechain.wiki/ingersoll-rand.md)
- T3 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T2 Amazon (https://valuechain.wiki/amazon.md)
- T3 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T3 Datadog (https://valuechain.wiki/datadog.md)
- T3 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T3 Coupang (https://valuechain.wiki/coupang.md)
- T3 Airbnb Inc (https://valuechain.wiki/airbnb.md)
- T3 The Walt Disney Company (https://valuechain.wiki/disney.md)
- T3 Netflix (https://valuechain.wiki/netflix.md)
- T3 Illumina (https://valuechain.wiki/illumina.md)
- T3 Palo Alto Networks (https://valuechain.wiki/palo-alto-networks.md)
- T3 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T3 Automatic Data Processing, Inc. (https://valuechain.wiki/automatic-data-processing.md)
- T3 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 3M Company (https://valuechain.wiki/3m.md)
- T3 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Corteva, Inc. (https://valuechain.wiki/corteva.md)
- T3 Becton, Dickinson and Company (https://valuechain.wiki/becton-dickinson.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Carrier Global Corporation (https://valuechain.wiki/carrier-global.md)
- T3 Live Nation Entertainment, Inc. (https://valuechain.wiki/live-nation-entertainment.md)
- T3 IDEXX Laboratories, Inc. (https://valuechain.wiki/idexx-laboratories.md)
- T3 Waters Corporation (https://valuechain.wiki/waters.md)
- T3 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T3 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T3 ResMed Inc. (https://valuechain.wiki/resmed.md)
- T3 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T3 Labcorp Holdings Inc. (https://valuechain.wiki/labcorp.md)
- T3 Tapestry, Inc. (https://valuechain.wiki/tapestry.md)
- T3 Verisk Analytics (https://valuechain.wiki/verisk-analytics.md)
- T3 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T3 Constellation Brands, Inc. (https://valuechain.wiki/constellation-brands.md)
- T3 Fair Isaac Corporation (https://valuechain.wiki/fair-isaac.md)
- T1 MediaTek (https://valuechain.wiki/mediatek.md)
- T2 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Super Micro (https://valuechain.wiki/super-micro.md)
- T3 IREN (https://valuechain.wiki/iren.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Aurora Innovation (https://valuechain.wiki/aurora.md)
- T3 TeraWulf (https://valuechain.wiki/terawulf.md)
- T3 Pony.ai (https://valuechain.wiki/pony-ai.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Dell Technologies (https://valuechain.wiki/dell.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 Lenovo (https://valuechain.wiki/lenovo.md)
- T3 ServiceNow (https://valuechain.wiki/servicenow.md)
- T3 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T3 Tesla (https://valuechain.wiki/tesla.md)
- T3 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 Kratos Defense (https://valuechain.wiki/kratos.md)
- T3 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T3 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T3 General Motors (https://valuechain.wiki/general-motors.md)
- T3 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T3 Gigabyte Technology (https://valuechain.wiki/gigabyte.md)
- T3 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Wistron (https://valuechain.wiki/wistron.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Celestica (https://valuechain.wiki/celestica.md)
- T3 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T3 Baidu (https://valuechain.wiki/baidu.md)
- T3 IonQ (https://valuechain.wiki/ionq.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 Cloudflare (https://valuechain.wiki/cloudflare.md)
- T3 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T3 Mercury Systems (https://valuechain.wiki/mercury-systems.md)
- T3 Tempus AI (https://valuechain.wiki/tempus-ai.md)
- T3 Tencent Holdings Limited (https://valuechain.wiki/tencent-holdings-limited.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T2 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 Qualcomm (https://valuechain.wiki/qualcomm.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 AMD (https://valuechain.wiki/amd.md)

## Supply chain (benefiting)
- T1 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T2 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T3 Siemens Energy (https://valuechain.wiki/siemens-energy.md)
- T1 Synopsys (https://valuechain.wiki/synopsys.md)
- T1 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T1 SoftBank Group (https://valuechain.wiki/softbank.md)
- T2 OpenAI (https://valuechain.wiki/openai.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 AMD (https://valuechain.wiki/amd.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 Cerebras Systems (https://valuechain.wiki/cerebras.md)

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