# If GlobalWafers moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/globalwafers · Facet: ripple · Updated: 2026-07-12T06:26:41.693236+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, GlobalWafers is directly linked to 6 companies (0 supply, 6 revenue relationships) and reaches 37 companies within two hops; the links are backed by 7 dated sources, 1 of them primary filings (as of 2026-07-12).

GlobalWafers operates across TWSE, silicon wafers, No.3 in 300mm. It is up +98.1% in 2026. The demand side (avg +131.7%) leads the stock (+98.1%), so customer moves come first here. Among connected nodes the furthest ahead is Micron Technology (+256.4%) and the furthest behind is TSMC (+41.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Supplies wafers to TSMC, UMC, Samsung, SK hynix, Micron and Intel; expanding in the US and Korea (Cheonan).

## Demand chain (leading)
- T1 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T2 Qualcomm (https://valuechain.wiki/qualcomm.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T3 LG Electronics (https://valuechain.wiki/lg-electronics.md)
- T3 General Motors (https://valuechain.wiki/general-motors.md)
- T3 Kyocera (https://valuechain.wiki/kyocera.md)
- T2 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T2 Texas Instruments (https://valuechain.wiki/texas-instruments.md)
- T2 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 NetApp, Inc. (https://valuechain.wiki/netapp.md)
- T2 Realtek (https://valuechain.wiki/realtek.md)
- T1 Micron Technology (https://valuechain.wiki/micron.md)
- T2 AMD (https://valuechain.wiki/amd.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T3 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T2 Phison Electronics (https://valuechain.wiki/phison.md)
- T3 Seagate Technology (https://valuechain.wiki/seagate.md)
- T1 Intel (https://valuechain.wiki/intel.md)
- T2 Lenovo (https://valuechain.wiki/lenovo.md)
- T3 Waters Corporation (https://valuechain.wiki/waters.md)
- T2 Dell Technologies (https://valuechain.wiki/dell.md)
- T3 IREN (https://valuechain.wiki/iren.md)
- T2 HP Inc. (https://valuechain.wiki/hp.md)
- T2 Mercury Systems (https://valuechain.wiki/mercury-systems.md)
- T3 RTX (https://valuechain.wiki/rtx.md)
- T3 Lockheed Martin (https://valuechain.wiki/lockheed-martin.md)
- T2 F5, Inc. (https://valuechain.wiki/f5.md)
- T1 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T2 Marvell (https://valuechain.wiki/marvell.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T2 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T2 Everpure (formerly Pure Storage) (https://valuechain.wiki/pure-storage.md)
- T1 TSMC (https://valuechain.wiki/tsmc.md)
- T2 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T2 Sony Semiconductor Solutions (https://valuechain.wiki/sony-semiconductor.md)
- T3 Nikon (https://valuechain.wiki/nikon.md)
- T2 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T2 Credo Technology (https://valuechain.wiki/credo.md)
- T2 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T2 NXP Semiconductors (https://valuechain.wiki/nxp.md)
- T3 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T3 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T2 Renesas Electronics (https://valuechain.wiki/renesas.md)
- T3 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T2 Mobileye (https://valuechain.wiki/mobileye.md)
- T3 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T2 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 Tesla (https://valuechain.wiki/tesla.md)
- T2 Microchip Technology (https://valuechain.wiki/microchip.md)
- T2 Cisco (https://valuechain.wiki/cisco.md)
- T2 Montage Technology (https://valuechain.wiki/montage.md)
- T2 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T2 Ambarella (https://valuechain.wiki/ambarella.md)
- T3 AeroVironment (https://valuechain.wiki/aerovironment.md)
- T2 Fortinet (https://valuechain.wiki/fortinet.md)
- T2 Will Semiconductor (https://valuechain.wiki/will-semiconductor.md)

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