# If Phison Electronics moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/phison · Facet: ripple · Updated: 2026-07-12T04:16:52.048967+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Phison Electronics is directly linked to 4 companies (3 supply, 1 revenue relationships) and reaches 50 companies within two hops; the links are backed by 8 dated sources, 1 of them primary filings (as of 2026-07-12).

Phison Electronics operates across NAND controllers & SSD solutions. It is -14.7% in 2026. The supply side (avg +151.1%) has moved harder than the stock (-14.7%). 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 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. The inference and storage layer.

## Demand chain (leading)
- T1 Seagate Technology (https://valuechain.wiki/seagate.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 Uber (https://valuechain.wiki/uber.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 DoorDash, Inc. (https://valuechain.wiki/doordash.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)
- T2 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 ServiceNow (https://valuechain.wiki/servicenow.md)
- T3 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 Starbucks Corp (https://valuechain.wiki/starbucks.md)
- T3 Costco Wholesale (https://valuechain.wiki/costco.md)
- T3 Johnson Controls (https://valuechain.wiki/johnson-controls.md)
- T3 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Accenture plc (https://valuechain.wiki/accenture.md)
- T3 Illinois Tool Works Inc. (https://valuechain.wiki/illinois-tool-works.md)
- T3 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Kenvue Inc. (https://valuechain.wiki/kenvue.md)
- T3 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Fiserv (https://valuechain.wiki/fiserv.md)
- T3 Otis Worldwide Corporation (https://valuechain.wiki/otis-worldwide.md)
- T3 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T3 Dover Corporation (https://valuechain.wiki/dover.md)
- T3 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T3 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.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 Kioxia (https://valuechain.wiki/kioxia.md)
- T2 Canon (https://valuechain.wiki/canon.md)
- T3 Dai Nippon Printing (https://valuechain.wiki/dai-nippon-printing.md)
- T1 Micron Technology (https://valuechain.wiki/micron.md)
- T2 Simmtech (https://valuechain.wiki/simmtech.md)
- T2 Powertech Technology (PTI) (https://valuechain.wiki/powertech.md)
- T3 Kulicke & Soffa (https://valuechain.wiki/kulicke-soffa.md)
- T2 Kokusai Electric (https://valuechain.wiki/kokusai-electric.md)
- T2 FormFactor (https://valuechain.wiki/formfactor.md)
- T2 Merck KGaA (EMD) (https://valuechain.wiki/merck-kgaa.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T2 Hanmi Semiconductor (https://valuechain.wiki/hanmi-semiconductor.md)
- T2 Eugene Technology (https://valuechain.wiki/eugene-tech.md)
- T2 SFA Semicon (https://valuechain.wiki/sfa-semicon.md)
- T3 SFA Engineering (https://valuechain.wiki/sfa-engineering.md)
- T2 Ecopro HN (https://valuechain.wiki/ecopro-hn.md)
- T3 Ecopro (https://valuechain.wiki/ecopro.md)

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