# If Tower Semiconductor moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/tower-semiconductor · Facet: ripple · Updated: 2026-07-12T04:16:09.450028+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Tower Semiconductor is directly linked to 4 companies (1 supply, 3 revenue relationships) and reaches 14 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).

Tower Semiconductor operates across Specialty analog/SiGe/SiPho foundry. It is up +89.4% in 2026. Demand side (avg +63.1%), the stock (+89.4%) and supply side (avg +77.6%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Lumentum (+139.1%) and the furthest behind is Nikon (-2.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. A chokepoint for AI-networking optical interconnects.

## Demand chain (leading)
- T1 Coherent (https://valuechain.wiki/coherent.md)
- T2 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T3 Super Micro (https://valuechain.wiki/super-micro.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 IREN (https://valuechain.wiki/iren.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Aurora Innovation (https://valuechain.wiki/aurora.md)
- T3 TeraWulf (https://valuechain.wiki/terawulf.md)
- T3 Pony.ai (https://valuechain.wiki/pony-ai.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Dell Technologies (https://valuechain.wiki/dell.md)
- T3 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T3 Datadog (https://valuechain.wiki/datadog.md)
- T3 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T3 Lenovo (https://valuechain.wiki/lenovo.md)
- T3 ServiceNow (https://valuechain.wiki/servicenow.md)
- T3 Hewlett Packard Enterprise (https://valuechain.wiki/hpe.md)
- T3 Tesla (https://valuechain.wiki/tesla.md)
- T3 Palantir Technologies (https://valuechain.wiki/palantir.md)
- T3 Kratos Defense (https://valuechain.wiki/kratos.md)
- T3 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T3 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T3 Uber (https://valuechain.wiki/uber.md)
- T3 SK Telecom (https://valuechain.wiki/sk-telecom.md)
- T3 Illumina (https://valuechain.wiki/illumina.md)
- T3 General Motors (https://valuechain.wiki/general-motors.md)
- T3 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T3 Gigabyte Technology (https://valuechain.wiki/gigabyte.md)
- T3 ASUSTeK Computer (https://valuechain.wiki/asustek.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Wistron (https://valuechain.wiki/wistron.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Celestica (https://valuechain.wiki/celestica.md)
- T3 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T3 Baidu (https://valuechain.wiki/baidu.md)
- T3 IonQ (https://valuechain.wiki/ionq.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 Cloudflare (https://valuechain.wiki/cloudflare.md)
- T3 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T3 Mercury Systems (https://valuechain.wiki/mercury-systems.md)
- T3 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T3 Tempus AI (https://valuechain.wiki/tempus-ai.md)
- T3 Tencent Holdings Limited (https://valuechain.wiki/tencent-holdings-limited.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T2 InnoLight (https://valuechain.wiki/innolight.md)
- T2 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T2 Mitsubishi Electric (https://valuechain.wiki/mitsubishi-electric.md)
- T1 Lumentum (https://valuechain.wiki/lumentum.md)
- T1 Nikon (https://valuechain.wiki/nikon.md)
- T2 Intel (https://valuechain.wiki/intel.md)
- T3 HP Inc. (https://valuechain.wiki/hp.md)
- T3 F5, Inc. (https://valuechain.wiki/f5.md)

## Supply chain (benefiting)
- T1 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T2 MKS Instruments (https://valuechain.wiki/mks-instruments.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 Ichor Holdings (https://valuechain.wiki/ichor-holdings.md)
- T2 SMC Corporation (https://valuechain.wiki/smc.md)

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Full node: https://valuechain.wiki/tower-semiconductor.md · JSON: https://valuechain.wiki/tower-semiconductor.json