# If NXP Semiconductors moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/nxp · Facet: ripple · Updated: 2026-09-24T11:12:48.60957+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, NXP Semiconductors is directly linked to 7 companies (4 supply, 3 revenue relationships) and reaches 45 companies within two hops; the links are backed by 13 dated sources, 4 of them primary filings (as of 2026-09-24).

NXP Semiconductors operates across NASDAQ, Automotive chips, Auto/MCU top-3 (Infineon, NXP, Renesas). It is +5.9% in 2026. Demand side (avg +18%), the stock (+5.9%) and supply side (avg +13.9%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is TSMC (+41.9%) and the furthest behind is Synopsys (-16.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It runs fab-lite, outsourcing leading-edge logic to TSMC (its next-gen S32 auto processor on 5nm) instead of its own fabs, using OSATs like JCET for back-end and Synopsys/Cadence EDA for design.

## Demand chain (leading)
- T1 Apple (https://valuechain.wiki/apple.md)
- T2 T-Mobile US, Inc. (https://valuechain.wiki/t-mobile-us.md)
- T3 EchoStar Corporation (https://valuechain.wiki/echostar.md)
- T2 Target Corporation (https://valuechain.wiki/target.md)
- T3 CVS Health (https://valuechain.wiki/cvs-health.md)
- T2 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T1 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T2 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T3 Linde (https://valuechain.wiki/linde.md)
- T3 CF Industries Holdings, Inc. (https://valuechain.wiki/cf-industries.md)
- T3 O’Reilly Automotive (https://valuechain.wiki/o-reilly-automotive.md)
- T3 West Pharmaceutical Services (https://valuechain.wiki/west-pharmaceutical-services.md)
- T2 Chevron Corporation (https://valuechain.wiki/chevron.md)
- T3 Tokyo Electric Power Company Holdings, Incorporated (https://valuechain.wiki/tokyo-electric-power-company-holdings-incorporated.md)
- T3 Chubu Electric Power Co. (https://valuechain.wiki/chubu-electric-power-co.md)
- T1 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)

## Supply chain (benefiting)
- T1 TSMC (https://valuechain.wiki/tsmc.md)
- T2 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T3 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T3 TCK (Tokai Carbon Korea) (https://valuechain.wiki/tck.md)
- T3 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T3 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T3 SMC Corporation (https://valuechain.wiki/smc.md)
- T2 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T2 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T2 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T2 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Yokogawa Electric (https://valuechain.wiki/yokogawa-electric.md)
- T2 Lasertec (https://valuechain.wiki/lasertec.md)
- T2 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T2 Disco Corporation (https://valuechain.wiki/disco.md)
- T2 Entegris (https://valuechain.wiki/entegris.md)
- T2 KLA (https://valuechain.wiki/kla.md)
- T2 Onto Innovation (https://valuechain.wiki/onto-innovation.md)
- T2 ASM International (https://valuechain.wiki/asm-international.md)
- T2 Resonac (https://valuechain.wiki/resonac.md)
- T2 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)
- T3 Hitachi (https://valuechain.wiki/hitachi.md)
- T2 BESI (https://valuechain.wiki/besi.md)
- T2 HPSP (https://valuechain.wiki/hpsp.md)
- T2 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T2 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T2 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T2 Synopsys (https://valuechain.wiki/synopsys.md)
- T2 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T2 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T2 Teradyne (https://valuechain.wiki/teradyne.md)
- T2 Advantest (https://valuechain.wiki/advantest.md)
- T2 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T2 Ebara (https://valuechain.wiki/ebara.md)
- T2 Linde (https://valuechain.wiki/linde.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T2 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T2 Fujimi Incorporated (https://valuechain.wiki/fujimi.md)
- T2 Leeno Industrial (https://valuechain.wiki/leeno.md)
- T2 Photronics (https://valuechain.wiki/photronics.md)
- T3 Hoya Corporation (https://valuechain.wiki/hoya.md)
- T2 ASML (https://valuechain.wiki/asml.md)
- T3 Carl Zeiss SMT (https://valuechain.wiki/carl-zeiss-smt.md)
- T3 TRUMPF (https://valuechain.wiki/trumpf.md)
- T3 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T2 Qnity Electronics (https://valuechain.wiki/qnity-electronics.md)
- T3 DuPont (https://valuechain.wiki/dupont.md)
- T2 EO Technics (https://valuechain.wiki/eo-technics.md)
- T1 JCET (Jiangsu Changjiang Electronics) (https://valuechain.wiki/jcet.md)
- T2 Kulicke & Soffa (https://valuechain.wiki/kulicke-soffa.md)

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