# If Astera Labs moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/astera-labs · Facet: ripple · Updated: 2026-07-12T08:25:11.012688+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Astera Labs is directly linked to 7 companies (3 supply, 4 revenue relationships) and reaches 115 companies within two hops; the links are backed by 9 dated sources, 4 of them primary filings (as of 2026-07-12).

Astera Labs operates across AI server interconnect, Retimers. Momentum stayed firm and it is +86.6% in 2026. The stock (+86.6%) is ahead of both its demand side (avg +8.3%) and supply side (avg +6.4%). 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 TSMC (+41.9%) 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. Hyperscalers are its main customers; TSMC is its sole manufacturer.

## Demand chain (leading)
- T1 Amazon (https://valuechain.wiki/amazon.md)
- T2 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Shopify (https://valuechain.wiki/shopify.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 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T2 Datadog (https://valuechain.wiki/datadog.md)
- T2 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T2 Coupang (https://valuechain.wiki/coupang.md)
- T2 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.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 Airbnb Inc (https://valuechain.wiki/airbnb.md)
- T2 The Walt Disney Company (https://valuechain.wiki/disney.md)
- T3 Charter Communications, Inc. (https://valuechain.wiki/charter-communications.md)
- T2 Netflix (https://valuechain.wiki/netflix.md)
- T2 Illumina (https://valuechain.wiki/illumina.md)
- T3 Tempus AI (https://valuechain.wiki/tempus-ai.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T2 Palo Alto Networks (https://valuechain.wiki/palo-alto-networks.md)
- T2 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T2 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Bank of America (https://valuechain.wiki/bank-of-america.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T2 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Trade Desk (The) (https://valuechain.wiki/trade-desk.md)
- T2 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 PepsiCo (https://valuechain.wiki/pepsico.md)
- T3 Equinix (https://valuechain.wiki/equinix.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Williams-Sonoma, Inc. (https://valuechain.wiki/williams-sonoma.md)
- T3 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T3 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T2 Automatic Data Processing, Inc. (https://valuechain.wiki/automatic-data-processing.md)
- T3 Coca-Cola Europacific Partners (https://valuechain.wiki/coca-cola-europacific-partners.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.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 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 Chevron Corporation (https://valuechain.wiki/chevron.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T3 Diamondback Energy, Inc. (https://valuechain.wiki/diamondback-energy.md)
- T3 Devon Energy Corporation (https://valuechain.wiki/devon-energy.md)
- T2 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 Domino's (https://valuechain.wiki/dominos.md)
- T2 3M Company (https://valuechain.wiki/3m.md)
- T3 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 Fastenal Company (https://valuechain.wiki/fastenal.md)
- T2 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T3 Host Hotels & Resorts (https://valuechain.wiki/host-hotels-resorts.md)
- T3 American Express (https://valuechain.wiki/american-express.md)
- T2 Corteva, Inc. (https://valuechain.wiki/corteva.md)
- T2 Becton, Dickinson and Company (https://valuechain.wiki/becton-dickinson.md)
- T3 Cardinal Health, Inc. (https://valuechain.wiki/cardinal-health.md)
- T3 McKesson Corporation (https://valuechain.wiki/mckesson.md)
- T2 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Ford Motor Company (https://valuechain.wiki/ford-motor-company.md)
- T3 Kikkoman (https://valuechain.wiki/kikkoman.md)
- T2 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Kia (https://valuechain.wiki/kia.md)
- T2 Carrier Global Corporation (https://valuechain.wiki/carrier-global.md)
- T3 The Home Depot, Inc. (https://valuechain.wiki/home-depot.md)
- T3 Comfort Systems USA, Inc. (https://valuechain.wiki/comfort-systems-usa.md)
- T3 EMCOR Group, Inc. (https://valuechain.wiki/emcor.md)
- T2 Live Nation Entertainment, Inc. (https://valuechain.wiki/live-nation-entertainment.md)
- T3 Mastercard Inc (https://valuechain.wiki/mastercard.md)
- T2 IDEXX Laboratories, Inc. (https://valuechain.wiki/idexx-laboratories.md)
- T2 Waters Corporation (https://valuechain.wiki/waters.md)
- T2 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Alnylam Pharmaceuticals (https://valuechain.wiki/alnylam-pharmaceuticals.md)
- T3 Pfizer Inc. (https://valuechain.wiki/pfizer.md)
- T2 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T2 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T2 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T2 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T2 Labcorp Holdings Inc. (https://valuechain.wiki/labcorp.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T2 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T2 Constellation Brands, Inc. (https://valuechain.wiki/constellation-brands.md)
- T2 Fair Isaac Corporation (https://valuechain.wiki/fair-isaac.md)
- T3 Equifax (https://valuechain.wiki/equifax.md)
- T1 Meta Platforms (https://valuechain.wiki/meta.md)
- T2 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T2 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T1 NVIDIA (https://valuechain.wiki/nvidia.md)
- T2 Super Micro (https://valuechain.wiki/super-micro.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T2 IREN (https://valuechain.wiki/iren.md)
- T2 OpenAI (https://valuechain.wiki/openai.md)
- T3 Accenture plc (https://valuechain.wiki/accenture.md)
- T2 Aurora Innovation (https://valuechain.wiki/aurora.md)
- T2 TeraWulf (https://valuechain.wiki/terawulf.md)
- T2 Pony.ai (https://valuechain.wiki/pony-ai.md)
- T3 Meituan (https://valuechain.wiki/meituan.md)
- T2 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T2 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T2 Quanta Computer (https://valuechain.wiki/quanta.md)
- T2 Dell Technologies (https://valuechain.wiki/dell.md)
- T2 Oracle (https://valuechain.wiki/oracle.md)
- T3 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 Marriott International, Inc. (https://valuechain.wiki/marriott-international.md)
- T3 The Sherwin-Williams Company (https://valuechain.wiki/sherwin-williams.md)
- T3 Consolidated Edison, Inc. (https://valuechain.wiki/consolidated-edison.md)
- T2 Lenovo (https://valuechain.wiki/lenovo.md)
- T2 ServiceNow (https://valuechain.wiki/servicenow.md)
- T2 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T2 Tesla (https://valuechain.wiki/tesla.md)
- T3 PG&E Corporation (https://valuechain.wiki/pg-e.md)
- T3 Edison International (https://valuechain.wiki/edison-international.md)
- T2 Kratos Defense (https://valuechain.wiki/kratos.md)
- T3 Lockheed Martin (https://valuechain.wiki/lockheed-martin.md)
- T2 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T3 Mazda Motor (https://valuechain.wiki/mazda-motor.md)
- T2 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T2 General Motors (https://valuechain.wiki/general-motors.md)
- T2 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T2 Gigabyte Technology (https://valuechain.wiki/gigabyte.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T2 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T2 Wistron (https://valuechain.wiki/wistron.md)
- T2 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T2 Celestica (https://valuechain.wiki/celestica.md)
- T2 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T2 Baidu (https://valuechain.wiki/baidu.md)
- T3 Beijing Kingsoft Office Software (https://valuechain.wiki/beijing-kingsoft-office-software.md)
- T2 IonQ (https://valuechain.wiki/ionq.md)
- T2 Cloudflare (https://valuechain.wiki/cloudflare.md)
- T2 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T3 LVMH Moet Hennessy Louis Vuitton (https://valuechain.wiki/lvmh.md)
- T2 Mercury Systems (https://valuechain.wiki/mercury-systems.md)
- T3 RTX (https://valuechain.wiki/rtx.md)
- T2 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T2 Tencent Holdings Limited (https://valuechain.wiki/tencent-holdings-limited.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)

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