# If Wolfspeed moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/wolfspeed · Facet: ripple · Updated: 2026-07-12T05:25:07.017+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Wolfspeed is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 5 companies within two hops; the links are backed by 10 dated sources, 4 of them primary filings (as of 2026-07-12).

Wolfspeed operates across SiC materials leader, Chapter 11 restructured (2025). It stayed steadily positive in recent years and is +62.8% in 2026. The stock (+62.8%) and its demand side (avg +70%) are moving in step. Among connected nodes the furthest ahead is STMicroelectronics (+102.2%) and the furthest behind is Infineon Technologies (+37.7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Mohawk Valley is the world's first 200mm SiC fab, but utilization (~20% in mid-2024) is the crux.

## Demand chain (leading)
- T1 Infineon Technologies (https://valuechain.wiki/infineon.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)
- T1 STMicroelectronics (https://valuechain.wiki/stmicroelectronics.md)
- T2 Mobileye (https://valuechain.wiki/mobileye.md)
- T3 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T2 SpaceX (https://valuechain.wiki/spacex.md)
- T3 Northrop Grumman (https://valuechain.wiki/northrop-grumman.md)
- T3 Sidus Space (https://valuechain.wiki/sidus-space.md)
- T3 Viasat (https://valuechain.wiki/viasat.md)
- T3 SES S.A. (https://valuechain.wiki/ses.md)
- T3 Eutelsat Group (https://valuechain.wiki/eutelsat.md)
- T3 Planet Labs (https://valuechain.wiki/planet-labs.md)
- T3 Globalstar (https://valuechain.wiki/globalstar.md)
- T3 Intuitive Machines (https://valuechain.wiki/intuitive-machines.md)
- T3 Iridium Communications (https://valuechain.wiki/iridium.md)
- T3 Satellogic (https://valuechain.wiki/satellogic.md)
- T3 Firefly Aerospace (https://valuechain.wiki/firefly-aerospace.md)
- T3 Deere & Company (https://valuechain.wiki/deere-company.md)
- T3 BlackSky Technology (https://valuechain.wiki/blacksky.md)
- T3 Royal Caribbean Cruises Ltd. (https://valuechain.wiki/royal-caribbean-group.md)
- T3 Carnival Corporation (https://valuechain.wiki/carnival.md)

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