# If Cambricon moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/cambricon · Facet: ripple · Updated: 2026-07-12T05:40:53.361068+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Cambricon is directly linked to 1 companies (1 supply, 0 revenue relationships) and reaches 10 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).

Cambricon operates across China AI accelerator. After a spike of +420% in 2024, gains cooled to +120.1% in 2025 and +27% in 2026. The stock (+27%) and its supply side (avg -10.9%) are moving in step. It is made on SMIC 7nm, targeting 500k shipments in 2026 (SMIC yield is the variable).

## Supply chain (benefiting)
- T1 SMIC (https://valuechain.wiki/smic.md)
- T2 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 TCK (Tokai Carbon Korea) (https://valuechain.wiki/tck.md)
- T3 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T3 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T3 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T3 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T2 Applied Materials (https://valuechain.wiki/applied-materials.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)
- T2 Synopsys (https://valuechain.wiki/synopsys.md)
- T2 AMEC (https://valuechain.wiki/amec.md)
- T2 ACM Research (https://valuechain.wiki/acm-research.md)
- T2 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T2 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T2 Naura Technology (https://valuechain.wiki/naura.md)

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