# If Nanya Technology moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/nanya-tech · Facet: ripple · Updated: 2026-07-12T05:17:20.646414+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Nanya Technology is directly linked to 5 companies (5 supply, 0 revenue relationships) and reaches 15 companies within two hops; the links are backed by 10 dated sources, 2 of them primary filings (as of 2026-07-12).

Nanya Technology operates across TWSE, Legacy DRAM, DDR4 shortage beneficiary. It is up +52.4% in 2026. The stock (+52.4%) and its supply side (avg +68%) are moving in step. Among connected nodes the furthest ahead is Lam Research (+80.1%) and the furthest behind is KLA (+53.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. An indirect (legacy-shortage) beneficiary of the AI memory boom.

## Supply chain (benefiting)
- T1 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.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)
- T2 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T3 Hana Micron (https://valuechain.wiki/hana-micron.md)
- T2 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T2 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T2 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T1 KLA (https://valuechain.wiki/kla.md)
- T1 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T2 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T2 SMC Corporation (https://valuechain.wiki/smc.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 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T1 Lam Research (https://valuechain.wiki/lam-research.md)

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