# If ROHM moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/rohm · Facet: ripple · Updated: 2026-07-12T06:24:03.506+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, ROHM is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 9 companies within two hops; the links are backed by 5 dated sources, 2 of them primary filings (as of 2026-07-12).

ROHM operates across Nikkei 225, Power & SiC semiconductors, EV-inverter SiC MOSFETs. It is up +82% in 2026. The stock (+82%) and its supply side (avg +54%) are moving in step. Among connected nodes the furthest ahead is Applied Materials (+77.6%) and the furthest behind is Tokyo Electron (TEL) (+30.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. But softening downstream EV demand and SiC capacity competition are cycle variables, so wafer in-sourcing is its line of cost-competitive defense.

## Supply chain (benefiting)
- T1 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T2 MKS Instruments (https://valuechain.wiki/mks-instruments.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 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T2 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T2 SMC Corporation (https://valuechain.wiki/smc.md)
- T1 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.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)

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