# If Siemens EDA moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/siemens-eda · Facet: ripple · Updated: 2026-07-12T08:20:36.059799+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Siemens EDA is directly linked to 15 companies (0 supply, 14 revenue, 1 investment relationships) and reaches 39 companies within two hops; the links are backed by 5 dated sources, 1 of them primary filings (as of 2026-07-12).

Though #3 in EDA share (~13%), its Calibre physical-verification (DRC/LVS) signoff is the de-facto standard at every advanced foundry — TSMC, Samsung, Intel (85%+) — so every advanced chip passes through it regardless of overall rank, an essential tollgate. Its subscription revenue grows as design complexity rises and dependence on signoff tools deepens, and by extending the stack into Tessent (DFT) and Questa (verification) it forms an EDA oligopoly with Synopsys and Cadence. As a wholly owned (unlisted) Siemens AG subsidiary it has no standalone share price, and for Siemens it is a high-margin chip-design-software axis decoupled from the automation cycle. On the graph, this node sits upstream of nearly all chip designers and foundries as a common signoff gate where AI design activity converges.

## Demand chain (leading)
- T1 TSMC (https://valuechain.wiki/tsmc.md)
- T2 Apple (https://valuechain.wiki/apple.md)
- T3 T-Mobile US, Inc. (https://valuechain.wiki/t-mobile-us.md)
- T3 Target Corporation (https://valuechain.wiki/target.md)
- T3 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T2 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 NetApp, Inc. (https://valuechain.wiki/netapp.md)
- T2 Intel (https://valuechain.wiki/intel.md)
- T3 Lenovo (https://valuechain.wiki/lenovo.md)
- T3 Dell Technologies (https://valuechain.wiki/dell.md)
- T3 HP Inc. (https://valuechain.wiki/hp.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Mercury Systems (https://valuechain.wiki/mercury-systems.md)
- T3 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T3 F5, Inc. (https://valuechain.wiki/f5.md)
- T2 Marvell (https://valuechain.wiki/marvell.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T2 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T2 Sony Semiconductor Solutions (https://valuechain.wiki/sony-semiconductor.md)
- T3 Nikon (https://valuechain.wiki/nikon.md)
- T2 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T2 Credo Technology (https://valuechain.wiki/credo.md)
- T2 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T2 NXP Semiconductors (https://valuechain.wiki/nxp.md)
- T3 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T3 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T2 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T2 Renesas Electronics (https://valuechain.wiki/renesas.md)
- T3 Toyota Motor Corporation (https://valuechain.wiki/toyota.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 General Motors (https://valuechain.wiki/general-motors.md)
- T3 Kyocera (https://valuechain.wiki/kyocera.md)
- T2 Mobileye (https://valuechain.wiki/mobileye.md)
- T3 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T2 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 Tesla (https://valuechain.wiki/tesla.md)
- T2 Microchip Technology (https://valuechain.wiki/microchip.md)
- T2 Cisco (https://valuechain.wiki/cisco.md)
- T2 Montage Technology (https://valuechain.wiki/montage.md)
- T2 Phison Electronics (https://valuechain.wiki/phison.md)
- T3 Seagate Technology (https://valuechain.wiki/seagate.md)
- T2 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T2 Ambarella (https://valuechain.wiki/ambarella.md)
- T3 AeroVironment (https://valuechain.wiki/aerovironment.md)
- T2 AMD (https://valuechain.wiki/amd.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T2 Realtek (https://valuechain.wiki/realtek.md)
- T2 Fortinet (https://valuechain.wiki/fortinet.md)
- T2 Will Semiconductor (https://valuechain.wiki/will-semiconductor.md)
- T1 SMIC (https://valuechain.wiki/smic.md)
- T2 Cambricon (https://valuechain.wiki/cambricon.md)
- T2 Hygon (https://valuechain.wiki/hygon.md)
- T2 GigaDevice (https://valuechain.wiki/gigadevice.md)
- T1 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T2 Texas Instruments (https://valuechain.wiki/texas-instruments.md)
- T1 GlobalFoundries (https://valuechain.wiki/globalfoundries.md)
- T2 Motorola Solutions, Inc. (https://valuechain.wiki/motorola-solutions.md)
- T1 Arm Holdings (https://valuechain.wiki/arm.md)

## Supply chain (benefiting)
- T1 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T2 Siemens Energy (https://valuechain.wiki/siemens-energy.md)

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Full node: https://valuechain.wiki/siemens-eda.md · JSON: https://valuechain.wiki/siemens-eda.json