# If GlobalFoundries moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/globalfoundries · Facet: ripple · Updated: 2026-09-11T18:43:29.773078+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, GlobalFoundries is directly linked to 11 companies (8 supply, 3 revenue relationships) and reaches 26 companies within two hops; the links are backed by 13 dated sources, 4 of them primary filings (as of 2026-09-11).

GlobalFoundries operates across Mature & specialty-node foundry. After -18.6% in 2025, it rebounded +29.7% in 2026. The supply side (avg +151.4%) has moved harder than the stock (+29.7%). 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 Soitec (+386.9%) and the furthest behind is General Motors (+8.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Depends on ASML, Applied Materials, Lam and KLA for equipment.

## Demand chain (leading)
- T1 AMD (https://valuechain.wiki/amd.md)
- T2 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 ServiceNow (https://valuechain.wiki/servicenow.md)
- T3 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 Starbucks Corp (https://valuechain.wiki/starbucks.md)
- T3 Costco Wholesale (https://valuechain.wiki/costco.md)
- T3 Johnson Controls (https://valuechain.wiki/johnson-controls.md)
- T3 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Accenture plc (https://valuechain.wiki/accenture.md)
- T3 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 3M Company (https://valuechain.wiki/3m.md)
- T3 Illinois Tool Works Inc. (https://valuechain.wiki/illinois-tool-works.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T3 Kenvue Inc. (https://valuechain.wiki/kenvue.md)
- T3 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T3 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Fiserv (https://valuechain.wiki/fiserv.md)
- T3 Otis Worldwide Corporation (https://valuechain.wiki/otis-worldwide.md)
- T3 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T3 Dover Corporation (https://valuechain.wiki/dover.md)
- T3 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T3 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T2 Oracle (https://valuechain.wiki/oracle.md)
- T3 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 Uber (https://valuechain.wiki/uber.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 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T2 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T2 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T1 General Motors (https://valuechain.wiki/general-motors.md)
- T1 Motorola Solutions, Inc. (https://valuechain.wiki/motorola-solutions.md)

## Supply chain (benefiting)
- T1 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T2 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T3 Siemens Energy (https://valuechain.wiki/siemens-energy.md)
- T1 ASML (https://valuechain.wiki/asml.md)
- T2 Carl Zeiss SMT (https://valuechain.wiki/carl-zeiss-smt.md)
- T2 TRUMPF (https://valuechain.wiki/trumpf.md)
- T2 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T2 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T2 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T1 KLA (https://valuechain.wiki/kla.md)
- T1 Lam Research (https://valuechain.wiki/lam-research.md)
- T2 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T2 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T2 TCK (Tokai Carbon Korea) (https://valuechain.wiki/tck.md)
- T3 KC Tech (https://valuechain.wiki/kc-tech.md)
- T3 Tokai Carbon (https://valuechain.wiki/tokai-carbon.md)
- T1 Synopsys (https://valuechain.wiki/synopsys.md)
- T1 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T1 Soitec (https://valuechain.wiki/soitec.md)
- T1 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T2 SMC Corporation (https://valuechain.wiki/smc.md)

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