# If SFA Semicon moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/sfa-semicon · Facet: ripple · Updated: 2026-07-12T06:24:41.582139+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, SFA Semicon is directly linked to 5 companies (1 supply, 3 revenue, 1 investment relationships) and reaches 13 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).

SFA Semicon operates across KOSDAQ, Semi back-end, Memory OSAT. After +139.8% in 2025, it gave back -28.4% in 2026. The supply side (avg +29.9%) has moved harder than the stock (-28.4%). 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 Micron Technology (+256.4%) and the furthest behind is Advantest (+29.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Watch the memory cycle and how much customers outsource rather than keep back-end in-house.

## Demand chain (leading)
- T1 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T2 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Planet Labs (https://valuechain.wiki/planet-labs.md)
- T3 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 McDonald's (https://valuechain.wiki/mcdonalds.md)
- T3 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.md)
- T3 Shopify (https://valuechain.wiki/shopify.md)
- T3 Uber (https://valuechain.wiki/uber.md)
- T3 Costco Wholesale (https://valuechain.wiki/costco.md)
- T3 LVMH Moet Hennessy Louis Vuitton (https://valuechain.wiki/lvmh.md)
- T3 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T3 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T3 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 Booking Holdings Inc. (https://valuechain.wiki/booking-holdings.md)
- T3 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 HCA Healthcare, Inc. (https://valuechain.wiki/hca-healthcare.md)
- T3 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 AppLovin Corporation (https://valuechain.wiki/applovin.md)
- T3 Cintas Corporation (https://valuechain.wiki/cintas.md)
- T3 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T3 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T3 AutoZone (https://valuechain.wiki/autozone.md)
- T3 eBay Inc. (https://valuechain.wiki/ebay.md)
- T3 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T3 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Ingersoll Rand Inc. (https://valuechain.wiki/ingersoll-rand.md)
- T3 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T2 AMD (https://valuechain.wiki/amd.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T3 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T2 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 NetApp, Inc. (https://valuechain.wiki/netapp.md)
- T2 Marvell (https://valuechain.wiki/marvell.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T2 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Super Micro (https://valuechain.wiki/super-micro.md)
- T3 IREN (https://valuechain.wiki/iren.md)
- T3 Aurora Innovation (https://valuechain.wiki/aurora.md)
- T3 TeraWulf (https://valuechain.wiki/terawulf.md)
- T3 Pony.ai (https://valuechain.wiki/pony-ai.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Dell Technologies (https://valuechain.wiki/dell.md)
- T3 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T3 Datadog (https://valuechain.wiki/datadog.md)
- T3 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 Lenovo (https://valuechain.wiki/lenovo.md)
- T3 ServiceNow (https://valuechain.wiki/servicenow.md)
- T3 Tesla (https://valuechain.wiki/tesla.md)
- T3 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 Kratos Defense (https://valuechain.wiki/kratos.md)
- T3 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T3 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T3 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T3 Illumina (https://valuechain.wiki/illumina.md)
- T3 General Motors (https://valuechain.wiki/general-motors.md)
- T3 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T3 Gigabyte Technology (https://valuechain.wiki/gigabyte.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Wistron (https://valuechain.wiki/wistron.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Celestica (https://valuechain.wiki/celestica.md)
- T3 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T3 Baidu (https://valuechain.wiki/baidu.md)
- T3 IonQ (https://valuechain.wiki/ionq.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 Cloudflare (https://valuechain.wiki/cloudflare.md)
- T3 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T3 Mercury Systems (https://valuechain.wiki/mercury-systems.md)
- T3 Tempus AI (https://valuechain.wiki/tempus-ai.md)
- T3 Tencent Holdings Limited (https://valuechain.wiki/tencent-holdings-limited.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T2 Everpure (formerly Pure Storage) (https://valuechain.wiki/pure-storage.md)
- T1 Micron Technology (https://valuechain.wiki/micron.md)
- T2 Phison Electronics (https://valuechain.wiki/phison.md)
- T3 Seagate Technology (https://valuechain.wiki/seagate.md)
- T1 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T2 Qualcomm (https://valuechain.wiki/qualcomm.md)
- T3 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T3 LG Electronics (https://valuechain.wiki/lg-electronics.md)
- T3 Kyocera (https://valuechain.wiki/kyocera.md)

## Supply chain (benefiting)
- T1 Advantest (https://valuechain.wiki/advantest.md)
- T1 SFA Engineering (https://valuechain.wiki/sfa-engineering.md)

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Full node: https://valuechain.wiki/sfa-semicon.md · JSON: https://valuechain.wiki/sfa-semicon.json