# If GigaDevice moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/gigadevice · Facet: ripple · Updated: 2026-07-12T04:05:58.702823+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, GigaDevice is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 11 companies within two hops; the links are backed by 4 dated sources, 2 of them primary filings (as of 2026-07-12).

GigaDevice operates across NOR flash, MCU, niche DRAM. After a spike of +103.8% in 2024, gains cooled to +147.9% in 2025 and +18.3% in 2026. The stock (+18.3%) and its supply side (avg +13.5%) are moving in step. Among connected nodes the furthest ahead is Arteris (+37.9%) and the furthest behind is SMIC (-10.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its Hong Kong listing locked in $825M of DRAM supply.

## 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)
- T1 Arteris (https://valuechain.wiki/arteris.md)

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