# If Cohu moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/cohu · Facet: ripple · Updated: 2026-07-12T05:29:24.236009+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Cohu is directly linked to 4 companies (0 supply, 4 revenue relationships) and reaches 12 companies within two hops; the links are backed by 3 dated sources, 1 of them primary filings (as of 2026-07-12).

Cohu operates across NASDAQ, Back-end equipment, Test handlers & contactors. After -12.8% in 2025, it rebounded +118% in 2026. The stock (+118%) and its demand side (avg +79.7%) are moving in step. Among connected nodes the furthest ahead is ASE Technology (+135.3%) and the furthest behind is Amkor Technology (+21.6%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Serves OSATs like ASE and Amkor, and IDMs.

## Demand chain (leading)
- T1 ASE Technology (https://valuechain.wiki/ase.md)
- T2 AMD (https://valuechain.wiki/amd.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T3 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T2 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T3 Super Micro (https://valuechain.wiki/super-micro.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 IREN (https://valuechain.wiki/iren.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 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T3 Datadog (https://valuechain.wiki/datadog.md)
- T3 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 Lenovo (https://valuechain.wiki/lenovo.md)
- T3 ServiceNow (https://valuechain.wiki/servicenow.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 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T3 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T3 Uber (https://valuechain.wiki/uber.md)
- T3 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T3 Illumina (https://valuechain.wiki/illumina.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 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 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.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 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T1 Amkor Technology (https://valuechain.wiki/amkor.md)
- T2 Apple (https://valuechain.wiki/apple.md)
- T3 T-Mobile US, Inc. (https://valuechain.wiki/t-mobile-us.md)
- T3 Target Corporation (https://valuechain.wiki/target.md)
- T3 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T1 STMicroelectronics (https://valuechain.wiki/stmicroelectronics.md)
- T2 Mobileye (https://valuechain.wiki/mobileye.md)
- T2 SpaceX (https://valuechain.wiki/spacex.md)
- T3 Northrop Grumman (https://valuechain.wiki/northrop-grumman.md)
- T3 Sidus Space (https://valuechain.wiki/sidus-space.md)
- T3 Viasat (https://valuechain.wiki/viasat.md)
- T3 SES S.A. (https://valuechain.wiki/ses.md)
- T3 Eutelsat Group (https://valuechain.wiki/eutelsat.md)
- T3 Planet Labs (https://valuechain.wiki/planet-labs.md)
- T3 Globalstar (https://valuechain.wiki/globalstar.md)
- T3 Intuitive Machines (https://valuechain.wiki/intuitive-machines.md)
- T3 Iridium Communications (https://valuechain.wiki/iridium.md)
- T3 Satellogic (https://valuechain.wiki/satellogic.md)
- T3 Firefly Aerospace (https://valuechain.wiki/firefly-aerospace.md)
- T3 Deere & Company (https://valuechain.wiki/deere-company.md)
- T3 BlackSky Technology (https://valuechain.wiki/blacksky.md)
- T3 Royal Caribbean Cruises Ltd. (https://valuechain.wiki/royal-caribbean-group.md)
- T3 Carnival Corporation (https://valuechain.wiki/carnival.md)
- T1 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T2 Qualcomm (https://valuechain.wiki/qualcomm.md)
- T3 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T3 LG Electronics (https://valuechain.wiki/lg-electronics.md)
- T3 Kyocera (https://valuechain.wiki/kyocera.md)
- T2 Marvell (https://valuechain.wiki/marvell.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T2 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 NetApp, Inc. (https://valuechain.wiki/netapp.md)

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