# If Meta Platforms moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/meta · Facet: ripple · Updated: 2026-09-24T12:55:59.530542+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Meta Platforms is directly linked to 29 companies (28 supply, 2 revenue relationships) and reaches 47 companies within two hops; the links are backed by 39 dated sources, 10 of them primary filings (as of 2026-09-24).

Meta Platforms operates across Social ads, AI infrastructure, In-house silicon (MTIA). It is -6.4% in 2026. The supply side (avg +92.2%) has moved harder than the stock (-6.4%). 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 AMD (+123%) and the furthest behind is Procter & Gamble (+4.5%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. A key demand sink for AI chips.

## Demand chain (leading)
- T1 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T2 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T3 Uber (https://valuechain.wiki/uber.md)
- T3 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T2 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T2 Amazon (https://valuechain.wiki/amazon.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T3 Datadog (https://valuechain.wiki/datadog.md)
- T3 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T3 Coupang (https://valuechain.wiki/coupang.md)
- T3 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.md)
- T3 Airbnb Inc (https://valuechain.wiki/airbnb.md)
- T3 The Walt Disney Company (https://valuechain.wiki/disney.md)
- T3 Netflix (https://valuechain.wiki/netflix.md)
- T3 Illumina (https://valuechain.wiki/illumina.md)
- T3 Palo Alto Networks (https://valuechain.wiki/palo-alto-networks.md)
- T3 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T3 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T3 Automatic Data Processing, Inc. (https://valuechain.wiki/automatic-data-processing.md)
- T3 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 3M Company (https://valuechain.wiki/3m.md)
- T3 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Corteva, Inc. (https://valuechain.wiki/corteva.md)
- T3 Becton, Dickinson and Company (https://valuechain.wiki/becton-dickinson.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Carrier Global Corporation (https://valuechain.wiki/carrier-global.md)
- T3 Live Nation Entertainment, Inc. (https://valuechain.wiki/live-nation-entertainment.md)
- T3 IDEXX Laboratories, Inc. (https://valuechain.wiki/idexx-laboratories.md)
- T3 Waters Corporation (https://valuechain.wiki/waters.md)
- T3 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T3 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T3 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T3 ResMed Inc. (https://valuechain.wiki/resmed.md)
- T3 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T3 Labcorp Holdings Inc. (https://valuechain.wiki/labcorp.md)
- T3 Tapestry, Inc. (https://valuechain.wiki/tapestry.md)
- T3 Verisk Analytics (https://valuechain.wiki/verisk-analytics.md)
- T3 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T3 Constellation Brands, Inc. (https://valuechain.wiki/constellation-brands.md)
- T3 Fair Isaac Corporation (https://valuechain.wiki/fair-isaac.md)
- T1 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)

## Supply chain (benefiting)
- T1 Quanta Computer (https://valuechain.wiki/quanta.md)
- T2 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Micron Technology (https://valuechain.wiki/micron.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Coherent (https://valuechain.wiki/coherent.md)
- T3 Monolithic Power (https://valuechain.wiki/monolithic-power.md)
- T3 Kioxia (https://valuechain.wiki/kioxia.md)
- T3 ASE Technology (https://valuechain.wiki/ase.md)
- T3 Nan Ya PCB (https://valuechain.wiki/nanya-pcb.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T3 Arm Holdings (https://valuechain.wiki/arm.md)
- T3 Unimicron (https://valuechain.wiki/unimicron.md)
- T3 Advantest (https://valuechain.wiki/advantest.md)
- T3 Teradyne (https://valuechain.wiki/teradyne.md)
- T3 LG Innotek (https://valuechain.wiki/lg-innotek.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Lumentum (https://valuechain.wiki/lumentum.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 Keysight Technologies (https://valuechain.wiki/keysight.md)
- T3 Amphenol (https://valuechain.wiki/amphenol.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Murata Manufacturing (https://valuechain.wiki/murata.md)
- T3 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T3 onsemi (https://valuechain.wiki/onsemi.md)
- T3 BlackRock (https://valuechain.wiki/blackrock.md)
- T3 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 Wistron (https://valuechain.wiki/wistron.md)
- T3 Pegatron (https://valuechain.wiki/pegatron.md)
- T3 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Ibiden (https://valuechain.wiki/ibiden.md)
- T3 Luxshare Precision (https://valuechain.wiki/luxshare.md)
- T3 King Yuan Electronics (KYEC) (https://valuechain.wiki/kyec.md)
- T3 InnoLight (https://valuechain.wiki/innolight.md)
- T3 Delta Electronics (https://valuechain.wiki/delta-electronics.md)
- T3 TE Connectivity (https://valuechain.wiki/te-connectivity.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T2 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T1 AMD (https://valuechain.wiki/amd.md)
- T2 GlobalFoundries (https://valuechain.wiki/globalfoundries.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T3 KLA (https://valuechain.wiki/kla.md)
- T3 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Soitec (https://valuechain.wiki/soitec.md)
- T3 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T2 AT&S (https://valuechain.wiki/at-s.md)
- T3 Ajinomoto (https://valuechain.wiki/ajinomoto.md)
- T3 Resonac (https://valuechain.wiki/resonac.md)
- T2 Shinko Electric Industries (https://valuechain.wiki/shinko.md)
- T2 Arteris (https://valuechain.wiki/arteris.md)
- T1 Broadcom (https://valuechain.wiki/broadcom.md)
- T2 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T3 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T2 Toppan Printing (https://valuechain.wiki/toppan-printing.md)
- T3 Hoya Corporation (https://valuechain.wiki/hoya.md)
- T3 AGC (https://valuechain.wiki/agc.md)
- T1 Arista Networks (https://valuechain.wiki/arista.md)
- T2 Marvell (https://valuechain.wiki/marvell.md)
- T1 Western Digital (https://valuechain.wiki/western-digital.md)
- T1 Constellation Energy (https://valuechain.wiki/constellation-energy.md)
- T2 Cameco (https://valuechain.wiki/cameco.md)
- T1 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T1 Eaton (https://valuechain.wiki/eaton.md)
- T1 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T1 Vistra (https://valuechain.wiki/vistra.md)
- T2 Williams Companies (https://valuechain.wiki/williams.md)
- T2 CenterPoint Energy (https://valuechain.wiki/centerpoint-energy.md)
- T1 Everpure (formerly Pure Storage) (https://valuechain.wiki/pure-storage.md)
- T1 Oklo (https://valuechain.wiki/oklo.md)
- T1 Super Micro (https://valuechain.wiki/super-micro.md)
- T1 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T2 Nucor Corporation (https://valuechain.wiki/nucor.md)
- T3 NuScale Power (https://valuechain.wiki/nuscale.md)
- T1 Celestica (https://valuechain.wiki/celestica.md)
- T1 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T2 First Solar (https://valuechain.wiki/first-solar.md)
- T3 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T3 FirstEnergy (https://valuechain.wiki/firstenergy.md)
- T2 Quanta Services (https://valuechain.wiki/quanta-services.md)
- T2 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 D-Wave Quantum (https://valuechain.wiki/d-wave.md)
- T3 Workday, Inc. (https://valuechain.wiki/workday.md)
- T1 Entergy (https://valuechain.wiki/entergy.md)
- T1 Xcel Energy (https://valuechain.wiki/xcel-energy.md)
- T1 WEC Energy Group (https://valuechain.wiki/wec-energy-group.md)

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