# If Itochu moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/itochu · Facet: ripple · Updated: 2026-10-14T16:08:35.134+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Itochu is directly linked to 4 companies (0 supply, 1 revenue, 3 investment relationships) and reaches 13 companies within two hops; the links are backed by 8 dated sources, 4 of them primary filings (as of 2026-10-14).

Itochu operates across Nikkei 225, Trading house (non-resource, FamilyMart, Buffett-held). It is +13% in 2026. The stock (+13%) and its demand side (avg -27%) are moving in step. With its 'non-resource' structure — the shallowest resource exposure of the five majors — proven out, Itochu is a bet on the compounding of Japanese consumer, retail and finance rather than on commodities.

## Demand chain (leading)
- T1 Lotte Chemical (https://valuechain.wiki/lotte-chemical.md)

## Supply chain (benefiting)
- T1 Berkshire Hathaway (https://valuechain.wiki/berkshire-hathaway.md)
- T2 Apple (https://valuechain.wiki/apple.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Micron Technology (https://valuechain.wiki/micron.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Sony Semiconductor Solutions (https://valuechain.wiki/sony-semiconductor.md)
- T3 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T3 NXP Semiconductors (https://valuechain.wiki/nxp.md)
- T3 Texas Instruments (https://valuechain.wiki/texas-instruments.md)
- T3 Amkor Technology (https://valuechain.wiki/amkor.md)
- T3 Infineon Technologies (https://valuechain.wiki/infineon.md)
- T3 STMicroelectronics (https://valuechain.wiki/stmicroelectronics.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 LG Innotek (https://valuechain.wiki/lg-innotek.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 Qualcomm (https://valuechain.wiki/qualcomm.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T3 Arm Holdings (https://valuechain.wiki/arm.md)
- T3 Murata Manufacturing (https://valuechain.wiki/murata.md)
- T3 Luxshare Precision (https://valuechain.wiki/luxshare.md)
- T3 Globalstar (https://valuechain.wiki/globalstar.md)
- T3 Fujikura (https://valuechain.wiki/fujikura.md)
- T3 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T3 LG Display (https://valuechain.wiki/lg-display.md)
- T3 Sunny Optical (https://valuechain.wiki/sunny-optical.md)
- T3 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 Qorvo (https://valuechain.wiki/qorvo.md)
- T3 Skyworks Solutions (https://valuechain.wiki/skyworks-solutions.md)
- T3 Pegatron (https://valuechain.wiki/pegatron.md)
- T3 Jabil (https://valuechain.wiki/jabil.md)
- T3 Kyocera (https://valuechain.wiki/kyocera.md)
- T3 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Las Vegas Sands Corp. (https://valuechain.wiki/las-vegas-sands.md)
- T2 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 Intel (https://valuechain.wiki/intel.md)
- T3 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 TeraWulf (https://valuechain.wiki/terawulf.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 Eaton (https://valuechain.wiki/eaton.md)
- T3 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 Flex Ltd. (https://valuechain.wiki/flex-ltd.md)
- T3 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Duke Energy Corporation (https://valuechain.wiki/duke-energy.md)
- T3 Xcel Energy (https://valuechain.wiki/xcel-energy.md)
- T3 Ameren Corporation (https://valuechain.wiki/ameren.md)
- T3 Fox Corporation (https://valuechain.wiki/fox.md)
- T2 Mitsubishi (https://valuechain.wiki/mitsubishi.md)
- T3 Voyager Technologies (https://valuechain.wiki/voyager-technologies.md)
- T3 Mitsubishi Motors (https://valuechain.wiki/mitsubishi-motors.md)
- T2 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T3 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 Labcorp Holdings Inc. (https://valuechain.wiki/labcorp.md)
- T3 Quest Diagnostics Incorporated (https://valuechain.wiki/quest-diagnostics.md)
- T2 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T2 VeriSign, Inc. (https://valuechain.wiki/verisign.md)
- T3 Equinix (https://valuechain.wiki/equinix.md)
- T2 American Express (https://valuechain.wiki/american-express.md)
- T3 Delta Air Lines (https://valuechain.wiki/delta-air-lines.md)
- T3 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T3 Marriott International, Inc. (https://valuechain.wiki/marriott-international.md)
- T1 CITIC Limited (https://valuechain.wiki/citic-limited.md)
- T1 Hitachi Construction Machinery (https://valuechain.wiki/hitachi-construction-machinery.md)
- T2 Cummins (https://valuechain.wiki/cummins.md)
- T3 United Rentals (https://valuechain.wiki/united-rentals.md)
- T2 Hitachi (https://valuechain.wiki/hitachi.md)
- T3 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)

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