# If STMicroelectronics moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/stmicroelectronics · Facet: ripple · Updated: 2026-07-12T05:29:24.513378+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, STMicroelectronics is directly linked to 7 companies (4 supply, 3 revenue relationships) and reaches 26 companies within two hops; the links are backed by 15 dated sources, 8 of them primary filings (as of 2026-07-12).

STMicroelectronics operates across Analog and SiC power semiconductors. It is up +102.2% in 2026. The stock (+102.2%) is ahead of both its demand side (avg +0.2%) and supply side (avg +39.6%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is Cohu (+118%) and the furthest behind is Mobileye (-18%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The French and Italian governments hold 27.5% via a holding company.

## Demand chain (leading)
- T1 Apple (https://valuechain.wiki/apple.md)
- T2 T-Mobile US, Inc. (https://valuechain.wiki/t-mobile-us.md)
- T3 EchoStar Corporation (https://valuechain.wiki/echostar.md)
- T2 Target Corporation (https://valuechain.wiki/target.md)
- T3 CVS Health (https://valuechain.wiki/cvs-health.md)
- T2 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T1 Mobileye (https://valuechain.wiki/mobileye.md)
- T2 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T1 SpaceX (https://valuechain.wiki/spacex.md)
- T2 Northrop Grumman (https://valuechain.wiki/northrop-grumman.md)
- T3 RTX (https://valuechain.wiki/rtx.md)
- T2 Sidus Space (https://valuechain.wiki/sidus-space.md)
- T3 Teledyne Technologies (https://valuechain.wiki/teledyne.md)
- T2 Viasat (https://valuechain.wiki/viasat.md)
- T3 Delta Air Lines (https://valuechain.wiki/delta-air-lines.md)
- T2 SES S.A. (https://valuechain.wiki/ses.md)
- T2 Eutelsat Group (https://valuechain.wiki/eutelsat.md)
- T2 Planet Labs (https://valuechain.wiki/planet-labs.md)
- T2 Globalstar (https://valuechain.wiki/globalstar.md)
- T2 Intuitive Machines (https://valuechain.wiki/intuitive-machines.md)
- T2 Iridium Communications (https://valuechain.wiki/iridium.md)
- T3 Garmin (https://valuechain.wiki/garmin.md)
- T2 Satellogic (https://valuechain.wiki/satellogic.md)
- T2 Firefly Aerospace (https://valuechain.wiki/firefly-aerospace.md)
- T3 Lockheed Martin (https://valuechain.wiki/lockheed-martin.md)
- T3 L3Harris (https://valuechain.wiki/l3harris.md)
- T2 Deere & Company (https://valuechain.wiki/deere-company.md)
- T2 BlackSky Technology (https://valuechain.wiki/blacksky.md)
- T2 Royal Caribbean Cruises Ltd. (https://valuechain.wiki/royal-caribbean-group.md)
- T2 Carnival Corporation (https://valuechain.wiki/carnival.md)
- T3 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)

## Supply chain (benefiting)
- T1 Wolfspeed (https://valuechain.wiki/wolfspeed.md)
- T1 Synopsys (https://valuechain.wiki/synopsys.md)
- T1 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T1 Cohu (https://valuechain.wiki/cohu.md)

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