# If Soitec moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/soitec · Facet: ripple · Updated: 2026-07-12T08:22:44.684+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Soitec is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 9 companies within two hops; the links are backed by 4 dated sources, 2 of them primary filings (as of 2026-07-12).

Soitec operates across Engineered substrates, SOI, Smart Cut. After -68.9% in 2025, it rebounded +386.9% in 2026. The stock (+386.9%) and its demand side (avg +15%) are moving in step. Among connected nodes the furthest ahead is GlobalFoundries (+29.7%) and the furthest behind is Qualcomm (+0.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. As a materials maker directly exposed to the smartphone inventory cycle, the direction of front-end-module demand is a leading indicator of its substrate orders.

## Demand chain (leading)
- T1 GlobalFoundries (https://valuechain.wiki/globalfoundries.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 General Motors (https://valuechain.wiki/general-motors.md)
- T2 Motorola Solutions, Inc. (https://valuechain.wiki/motorola-solutions.md)
- T1 Qualcomm (https://valuechain.wiki/qualcomm.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 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T2 LG Electronics (https://valuechain.wiki/lg-electronics.md)
- T3 Flex Ltd. (https://valuechain.wiki/flex-ltd.md)
- T3 Lowe's Companies, Inc. (https://valuechain.wiki/lowes.md)
- T2 Kyocera (https://valuechain.wiki/kyocera.md)

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