# If Texas Instruments moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/texas-instruments · Facet: ripple · Updated: 2026-07-12T08:25:41.620256+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Texas Instruments is directly linked to 7 companies (6 supply, 1 revenue relationships) and reaches 23 companies within two hops; the links are backed by 9 dated sources, 4 of them primary filings (as of 2026-07-12).

Texas Instruments is the World No.1 in analog chips. It is up +51.5% in 2026. The supply side (avg +84.5%) has moved harder than the stock (+51.5%). 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 United Microelectronics (UMC) (+168.9%) and the furthest behind is Apple (+18%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its results are governed by the industrial and automotive inventory cycle.

## 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)

## Supply chain (benefiting)
- 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 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T2 TCK (Tokai Carbon Korea) (https://valuechain.wiki/tck.md)
- T3 KC Tech (https://valuechain.wiki/kc-tech.md)
- T3 Tokai Carbon (https://valuechain.wiki/tokai-carbon.md)
- T2 Advanced Energy Industries (https://valuechain.wiki/advanced-energy.md)
- T2 SMC Corporation (https://valuechain.wiki/smc.md)
- T1 Synopsys (https://valuechain.wiki/synopsys.md)
- T1 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T1 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T2 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Siemens AG (https://valuechain.wiki/siemens-ag.md)
- T2 KLA (https://valuechain.wiki/kla.md)
- T2 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T2 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T1 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T2 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T3 Hana Micron (https://valuechain.wiki/hana-micron.md)

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