# If Cosmo Advanced Materials & Technology moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/cosmo-advanced-materials-technology · Facet: ripple · Updated: 2026-09-04T23:10:43.145752+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Cosmo Advanced Materials & Technology is directly linked to 6 companies (3 supply, 3 revenue relationships) and reaches 12 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-09-04).

Cosmo Advanced Materials & Technology operates across Cathode and MLCC release-film maker. It remained weak at -3.4% in 2025 and -23.5% in 2026. The supply side (avg +8.5%) has moved harder than the stock (-23.5%). 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 Samsung Electro-Mechanics (+402.2%) and the furthest behind is Albemarle (-10.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. An EV demand lull hit cathode sales, and the company is betting on single-crystal high-nickel cathode for a turnaround.

## Demand chain (leading)
- T1 LG Chem (https://valuechain.wiki/lg-chem.md)
- T2 LG Electronics (https://valuechain.wiki/lg-electronics.md)
- T3 Flex Ltd. (https://valuechain.wiki/flex-ltd.md)
- T3 General Motors (https://valuechain.wiki/general-motors.md)
- T3 Lowe's Companies, Inc. (https://valuechain.wiki/lowes.md)
- T2 Panasonic Energy (https://valuechain.wiki/panasonic-energy.md)
- T3 Tesla (https://valuechain.wiki/tesla.md)
- T3 Mazda Motor (https://valuechain.wiki/mazda-motor.md)
- T2 Edison International (https://valuechain.wiki/edison-international.md)
- T1 Samsung SDI (https://valuechain.wiki/samsung-sdi.md)
- T1 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T2 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Qualcomm (https://valuechain.wiki/qualcomm.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 AMD (https://valuechain.wiki/amd.md)
- T3 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T2 Amkor Technology (https://valuechain.wiki/amkor.md)
- T2 ASE Technology (https://valuechain.wiki/ase.md)

## Supply chain (benefiting)
- T1 Albemarle (https://valuechain.wiki/albemarle.md)
- T1 Sociedad Química y Minera de Chile S.A. (https://valuechain.wiki/sqm.md)
- T1 Mitsubishi Chemical Holdings (https://valuechain.wiki/mitsubishi-chemical-holdings.md)

---
Full node: https://valuechain.wiki/cosmo-advanced-materials-technology.md · JSON: https://valuechain.wiki/cosmo-advanced-materials-technology.json