# If TCK (Tokai Carbon Korea) moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/tck · Facet: ripple · Updated: 2026-09-04T23:10:43.236999+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, TCK (Tokai Carbon Korea) is directly linked to 5 companies (0 supply, 3 revenue, 2 investment relationships) and reaches 20 companies within two hops; the links are backed by 6 dated sources, 1 of them primary filings (as of 2026-09-04).

TCK (Tokai Carbon Korea) operates across KOSDAQ, Semiconductor etch materials, World No.1 in SiC focus rings. It is +5.9% in 2026. The demand side (avg +62.7%) leads the stock (+5.9%), so customer moves come first here. Among connected nodes the furthest ahead is Lam Research (+80.1%) and the furthest behind is Tokyo Electron (TEL) (+30.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Being a consumable, replacement demand accumulates as tools run — giving it cycle leverage that rises as etch intensity and step counts climb.

## Demand chain (leading)
- T1 Applied Materials (https://valuechain.wiki/applied-materials.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 Alphabet (Google) (https://valuechain.wiki/alphabet.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 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T3 Sony Semiconductor Solutions (https://valuechain.wiki/sony-semiconductor.md)
- T3 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T3 Credo Technology (https://valuechain.wiki/credo.md)
- T3 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T3 NXP Semiconductors (https://valuechain.wiki/nxp.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 Renesas Electronics (https://valuechain.wiki/renesas.md)
- T3 Qualcomm (https://valuechain.wiki/qualcomm.md)
- T3 Mobileye (https://valuechain.wiki/mobileye.md)
- T3 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 Microchip Technology (https://valuechain.wiki/microchip.md)
- T3 Cisco (https://valuechain.wiki/cisco.md)
- T3 Montage Technology (https://valuechain.wiki/montage.md)
- T3 Phison Electronics (https://valuechain.wiki/phison.md)
- T3 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T3 Ambarella (https://valuechain.wiki/ambarella.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 AMD (https://valuechain.wiki/amd.md)
- T3 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T3 Realtek (https://valuechain.wiki/realtek.md)
- T3 Fortinet (https://valuechain.wiki/fortinet.md)
- T3 Will Semiconductor (https://valuechain.wiki/will-semiconductor.md)
- T2 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T3 Everpure (formerly Pure Storage) (https://valuechain.wiki/pure-storage.md)
- T2 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Tesla (https://valuechain.wiki/tesla.md)
- T3 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T2 SMIC (https://valuechain.wiki/smic.md)
- T3 Cambricon (https://valuechain.wiki/cambricon.md)
- T3 Hygon (https://valuechain.wiki/hygon.md)
- T3 GigaDevice (https://valuechain.wiki/gigadevice.md)
- T2 ROHM (https://valuechain.wiki/rohm.md)
- T2 GlobalFoundries (https://valuechain.wiki/globalfoundries.md)
- T3 General Motors (https://valuechain.wiki/general-motors.md)
- T3 Motorola Solutions, Inc. (https://valuechain.wiki/motorola-solutions.md)
- T2 Texas Instruments (https://valuechain.wiki/texas-instruments.md)
- T2 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T2 Tower Semiconductor (https://valuechain.wiki/tower-semiconductor.md)
- T3 Coherent (https://valuechain.wiki/coherent.md)
- T3 Lumentum (https://valuechain.wiki/lumentum.md)
- T3 Nikon (https://valuechain.wiki/nikon.md)
- T2 onsemi (https://valuechain.wiki/onsemi.md)
- T3 Flex Ltd. (https://valuechain.wiki/flex-ltd.md)
- T2 Nanya Technology (https://valuechain.wiki/nanya-tech.md)
- T1 Lam Research (https://valuechain.wiki/lam-research.md)
- T2 Micron Technology (https://valuechain.wiki/micron.md)
- T2 SanDisk (https://valuechain.wiki/sandisk.md)
- T2 Kioxia (https://valuechain.wiki/kioxia.md)
- T1 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)

## Supply chain (benefiting)
- T1 KC Tech (https://valuechain.wiki/kc-tech.md)
- T1 Tokai Carbon (https://valuechain.wiki/tokai-carbon.md)

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