# If SK hynix moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/sk-hynix · Facet: ripple · Updated: 2026-09-04T23:10:42.778192+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, SK hynix is directly linked to 68 companies (58 supply, 10 revenue, 1 investment relationships) and reaches 114 companies within two hops; the links are backed by 104 dated sources, 15 of them primary filings (as of 2026-09-04).

SK hynix operates across Semiconductors, Memory, HBM. Momentum stayed firm and it is +81.6% in 2026. The supply side (avg +158.1%) has moved harder than the stock (+81.6%). 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 Jusung Engineering (+331.2%) and the furthest behind is Broadcom (+3.8%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The crux is the capacity to relieve that bottleneck (M15X, Yongin cluster) and executing the HBM4 transition, while cost flows to TC-bonder suppliers like Hanmi and ASMPT and equipment makers like ASML for EUV.

## Demand chain (leading)
- T1 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T2 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Shopify (https://valuechain.wiki/shopify.md)
- T2 Planet Labs (https://valuechain.wiki/planet-labs.md)
- T2 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T2 McDonald's (https://valuechain.wiki/mcdonalds.md)
- T3 Keurig Dr Pepper Inc. (https://valuechain.wiki/keurig-dr-pepper.md)
- T2 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T2 Costco Wholesale (https://valuechain.wiki/costco.md)
- T2 LVMH Moet Hennessy Louis Vuitton (https://valuechain.wiki/lvmh.md)
- T2 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T2 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T2 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Bank of America (https://valuechain.wiki/bank-of-america.md)
- T3 Netflix (https://valuechain.wiki/netflix.md)
- T3 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T2 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 PepsiCo (https://valuechain.wiki/pepsico.md)
- T3 Equinix (https://valuechain.wiki/equinix.md)
- T3 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Williams-Sonoma, Inc. (https://valuechain.wiki/williams-sonoma.md)
- T3 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T3 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T2 Booking Holdings Inc. (https://valuechain.wiki/booking-holdings.md)
- T3 Marriott International, Inc. (https://valuechain.wiki/marriott-international.md)
- T3 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T2 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 HCA Healthcare, Inc. (https://valuechain.wiki/hca-healthcare.md)
- T2 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 Domino's (https://valuechain.wiki/dominos.md)
- T2 AppLovin Corporation (https://valuechain.wiki/applovin.md)
- T2 Cintas Corporation (https://valuechain.wiki/cintas.md)
- T3 Ford Motor Company (https://valuechain.wiki/ford-motor-company.md)
- T2 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T2 Honeywell Technologies (https://valuechain.wiki/honeywell-technologies.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T3 Chevron Corporation (https://valuechain.wiki/chevron.md)
- T2 AutoZone (https://valuechain.wiki/autozone.md)
- T2 eBay Inc. (https://valuechain.wiki/ebay.md)
- T2 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T2 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T2 Ingersoll Rand Inc. (https://valuechain.wiki/ingersoll-rand.md)
- T3 W. W. Grainger (https://valuechain.wiki/w-w-grainger.md)
- T3 TE Connectivity (https://valuechain.wiki/te-connectivity.md)
- T2 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T1 AMD (https://valuechain.wiki/amd.md)
- T2 Oracle (https://valuechain.wiki/oracle.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 The Sherwin-Williams Company (https://valuechain.wiki/sherwin-williams.md)
- T3 Consolidated Edison, Inc. (https://valuechain.wiki/consolidated-edison.md)
- T2 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T2 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T2 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T1 Broadcom (https://valuechain.wiki/broadcom.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 Arista Networks (https://valuechain.wiki/arista.md)
- T2 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T2 NetApp, Inc. (https://valuechain.wiki/netapp.md)
- T1 Marvell (https://valuechain.wiki/marvell.md)
- T1 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T1 Everpure (formerly Pure Storage) (https://valuechain.wiki/pure-storage.md)

## Supply chain (benefiting)
- T1 Hanmi Semiconductor (https://valuechain.wiki/hanmi-semiconductor.md)
- T1 ASMPT (https://valuechain.wiki/asmpt.md)
- T2 Kulicke & Soffa (https://valuechain.wiki/kulicke-soffa.md)
- T1 Hanwha Semitech (https://valuechain.wiki/hanwha-semitech.md)
- T2 Hanwha Vision (https://valuechain.wiki/hanwha-vision.md)
- T1 BESI (https://valuechain.wiki/besi.md)
- T1 Daeduck Electronics (https://valuechain.wiki/daeduck.md)
- T1 Leeno Industrial (https://valuechain.wiki/leeno.md)
- T1 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T2 Hana Micron (https://valuechain.wiki/hana-micron.md)
- T3 Advantest (https://valuechain.wiki/advantest.md)
- T1 Eugene Technology (https://valuechain.wiki/eugene-tech.md)
- T1 KC Tech (https://valuechain.wiki/kc-tech.md)
- T2 TCK (Tokai Carbon Korea) (https://valuechain.wiki/tck.md)
- T3 Tokai Carbon (https://valuechain.wiki/tokai-carbon.md)
- T1 Simmtech (https://valuechain.wiki/simmtech.md)
- T1 ASML (https://valuechain.wiki/asml.md)
- T2 Carl Zeiss SMT (https://valuechain.wiki/carl-zeiss-smt.md)
- T2 TRUMPF (https://valuechain.wiki/trumpf.md)
- T2 MKS Instruments (https://valuechain.wiki/mks-instruments.md)
- T2 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T2 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T1 S&S Tech (https://valuechain.wiki/sns-tech.md)
- T1 Nepes (https://valuechain.wiki/nepes.md)
- T1 ISC (https://valuechain.wiki/isc.md)
- T1 Disco Corporation (https://valuechain.wiki/disco.md)
- T1 Onto Innovation (https://valuechain.wiki/onto-innovation.md)
- T1 ASM International (https://valuechain.wiki/asm-international.md)
- T1 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)
- T2 Hitachi (https://valuechain.wiki/hitachi.md)
- T3 Hitachi Construction Machinery (https://valuechain.wiki/hitachi-construction-machinery.md)
- T1 Park Systems (https://valuechain.wiki/park-systems.md)
- T1 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T2 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T2 SMC Corporation (https://valuechain.wiki/smc.md)
- T1 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T1 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T1 KLA (https://valuechain.wiki/kla.md)
- T1 Camtek (https://valuechain.wiki/camtek.md)
- T1 Lam Research (https://valuechain.wiki/lam-research.md)
- T2 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T1 Uni Test (https://valuechain.wiki/unitest.md)
- T1 Dongjin Semichem (https://valuechain.wiki/dongjin-semichem.md)
- T1 Ebara (https://valuechain.wiki/ebara.md)
- T1 Soulbrain (https://valuechain.wiki/soulbrain.md)
- T1 ENF Technology (https://valuechain.wiki/enf-technology.md)
- T1 Wonik IPS (https://valuechain.wiki/wonik-ips.md)
- T1 Jusung Engineering (https://valuechain.wiki/jusung-engineering.md)
- T1 Foosung (https://valuechain.wiki/foosung.md)
- T1 HPSP (https://valuechain.wiki/hpsp.md)
- T1 PSK Inc (https://valuechain.wiki/psk-inc.md)
- T1 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T1 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T1 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T2 Synopsys (https://valuechain.wiki/synopsys.md)
- T2 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Lasertec (https://valuechain.wiki/lasertec.md)
- T3 Entegris (https://valuechain.wiki/entegris.md)
- T3 Resonac (https://valuechain.wiki/resonac.md)
- T3 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T3 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T3 Teradyne (https://valuechain.wiki/teradyne.md)
- T3 Linde (https://valuechain.wiki/linde.md)
- T3 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T3 Fujimi Incorporated (https://valuechain.wiki/fujimi.md)
- T3 Photronics (https://valuechain.wiki/photronics.md)
- T3 Qnity Electronics (https://valuechain.wiki/qnity-electronics.md)
- T3 EO Technics (https://valuechain.wiki/eo-technics.md)
- T1 SK Siltron (https://valuechain.wiki/sk-siltron.md)
- T1 SFA Semicon (https://valuechain.wiki/sfa-semicon.md)
- T2 SFA Engineering (https://valuechain.wiki/sfa-engineering.md)
- T1 Powertech Technology (PTI) (https://valuechain.wiki/powertech.md)
- T1 Kokusai Electric (https://valuechain.wiki/kokusai-electric.md)
- T1 SK Square (https://valuechain.wiki/sk-square.md)
- T1 FormFactor (https://valuechain.wiki/formfactor.md)
- T1 Merck KGaA (EMD) (https://valuechain.wiki/merck-kgaa.md)
- T2 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T3 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T1 ACM Research (https://valuechain.wiki/acm-research.md)
- T1 Montage Technology (https://valuechain.wiki/montage.md)
- T1 Sumitomo Chemical (https://valuechain.wiki/sumitomo-chemical.md)

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Full node: https://valuechain.wiki/sk-hynix.md · JSON: https://valuechain.wiki/sk-hynix.json