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Connectivity","tier":3,"returns_yearly":{"2021":35.1,"2022":-27.7,"2023":24.6,"2024":3.5,"2025":61.1,"2026":-3}},{"slug":"cameco","name":"Cameco","name_en":"Cameco","tier":3,"returns_yearly":{"2021":63.2,"2022":4.3,"2023":90.5,"2024":19.5,"2025":78.4,"2026":-3.7}},{"slug":"fanuc","name":"FANUC","name_en":"FANUC","tier":3,"returns_yearly":{"2021":-16.5,"2022":4.4,"2023":-8.1,"2024":15.6,"2025":37.7,"2026":-4.5}},{"slug":"meta","name":"메타 플랫폼스","name_en":"Meta Platforms","tier":3,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":-6.4}},{"slug":"lasertec","name":"Lasertec","name_en":"Lasertec","tier":3,"returns_yearly":{"2021":78.9,"2022":2.4,"2023":57,"2024":-60.6,"2025":138.9,"2026":-8.5}},{"slug":"workday","name":"워크데이","name_en":"Workday, Inc.","tier":3,"returns_yearly":{"2021":14,"2022":-38.7,"2023":65,"2024":-6.5,"2025":-16.8,"2026":-8.8}},{"slug":"photronics","name":"Photronics","name_en":"Photronics","tier":3,"returns_yearly":{"2021":68.9,"2022":-10.7,"2023":86.4,"2024":-24.9,"2025":35.8,"2026":-9}},{"slug":"textron","name":"텍스트론","name_en":"Textron","tier":3,"returns_yearly":{"2021":59.9,"2022":-8.2,"2023":13.7,"2024":-4.8,"2025":14.1,"2026":-9.3}},{"slug":"shopify","name":"Shopify","name_en":"Shopify","tier":3,"returns_yearly":{"2021":21.7,"2022":-74.8,"2023":124.4,"2024":36.5,"2025":51.4,"2026":-9.9}},{"slug":"phison","name":"Phison","name_en":"Phison Electronics","tier":3,"returns_yearly":{"2021":26.8,"2022":-10.7,"2023":45.1,"2024":-6.7,"2025":418.3,"2026":-12.8}},{"slug":"salesforce","name":"세일즈포스","name_en":"Salesforce, Inc.","tier":3,"returns_yearly":{"2021":14.2,"2022":-47.8,"2023":98.5,"2024":27.8,"2025":-20.2,"2026":-12.9}},{"slug":"mobileye","name":"Mobileye","name_en":"Mobileye","tier":3,"returns_yearly":{"2023":23.6,"2024":-54,"2025":-47.6,"2026":-18}},{"slug":"avio","name":"아비오","name_en":"Avio","tier":3,"returns_yearly":{"2021":-9.9,"2022":-4.7,"2023":-17.1,"2024":98.4,"2025":117,"2026":-18.3}},{"slug":"carnival","name":"카니발","name_en":"Carnival Corporation","tier":3,"returns_yearly":{"2021":-7.1,"2022":-59.9,"2023":130,"2024":34.4,"2025":22.6,"2026":-21.8}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":3,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-26.5}},{"slug":"hd-hyundai-electric","name":"HD Hyundai Electric","name_en":"HD Hyundai Electric","tier":3,"returns_yearly":{"2021":4.2,"2022":132.5,"2023":159.4,"2024":300.5,"2025":120.2,"2026":-31.3}},{"slug":"rigetti","name":"Rigetti Computing","name_en":"Rigetti Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ubtech","name":"UBTech","name_en":"UBTech Robotics","tier":3,"returns_yearly":{"2024":-21.6,"2025":95.4,"2026":-38.8}},{"slug":"oklo","name":"Oklo","name_en":"Oklo","tier":3,"returns_yearly":{"2022":0.7,"2023":6.5,"2024":101,"2025":238,"2026":-42.5}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"shinko","name":"신코덴키","name_en":"Shinko Electric Industries","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null}],"analysis":"산업소재·소비재 기업. 2026년 +6.8%다. 수요단(평균 +0.4%)·본주(+6.8%)·공급단(평균 +8%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 아마존(+12%), 가장 처진 곳은 월마트(-3.2%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"3M Company operates across Diversified materials maker. It is +6.8% in 2026. Demand side (avg +0.4%), the stock (+6.8%) and supply side (avg +8%) 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 Amazon (+12%) and the furthest behind is Walmart Inc (-3.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on digital infrastructure such as cloud and AI platforms and expands its safety business through acquisitions.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Madison Fire & Rescue","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-07-01","basis":"3M·베인캐피털 합작사의 Madison Fire & Rescue 총 인수가격","value":1950000000,"period":"acquisition_completed_2026-07-01","basis_en":"Total purchase price paid by the 3M and Bain Capital venture for Madison Fire & Rescue","qualifier":"joint_venture_total_purchase_price"},"note":"3M은 베인캐피털과 만든 과반 지분 합작사를 통해 Madison Fire & Rescue 인수를 완료하고 자사의 Scott Safety 사업과 결합했다. 공개 거래액은 합작사의 총 인수가격이며 3M 단독 부담액은 아니다.","note_en":"3M completed the acquisition of Madison Fire & Rescue through a majority-owned venture formed with Bain Capital and combined it with Scott Safety. The disclosed value is the venture's total purchase price, not 3M's standalone cash contribution.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-07-21","url":"https://www.sec.gov/Archives/edgar/data/66740/000006674026000246/mmm-20260630.htm","title":"3M Company Form 10-Q for the Quarterly Period Ended June 30, 2026","title_en":"3M Company Form 10-Q for the Quarterly Period Ended June 30, 2026","excerpt":"3M은 베인캐피털과 함께 Madison Fire & Rescue를 19억5천만 달러에 인수 완료했다고 공시했다.","excerpt_en":"3M, in partnership with Bain Capital, completed the acquisition of Madison Fire & Rescue for $1.95 billion."},{"stance":"confirms","publisher":"3M 투자자관계","publisher_en":"3M Investor Relations","kind":"ir","lang":"en","published_at":"2026-03-19","url":"https://investors.3m.com/news-events/press-releases/detail/1922/3m-to-create-a-leading-fire-and-safety-business-acquires","title":"3M, Madison Fire & Rescue 인수와 Scott Safety 결합으로 소방·안전 사업 구축","title_en":"3M to Create a Leading Fire and Safety Business; Acquires Madison Fire & Rescue and Combines with Scott Safety","excerpt":"3M은 베인캐피털과 함께 Madison Fire & Rescue를 19억5천만 달러에 인수한다고 발표했다.","excerpt_en":"3M and Bain Capital will acquire Madison Fire & Rescue from Madison Industries for $1.95B."}]},{"direction":"revenue","counterparty":"Walmart Inc","counterparty_slug":"walmart","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2019-10-29","basis":"월마트가 매입해 판매하는 3M 공기청정 필터의 거래액","value":null,"period":"relationship_observed_2019-10-29","basis_en":"Value of 3M air-cleaning filters purchased and sold by Walmart","qualifier":"confirmed_no_disclosed_value"},"note":"월마트는 3M의 미국 공장에서 생산한 공기청정 필터를 매입해 매장에서 판매하는 소매 고객이다. 이 관계의 거래액이나 3M 매출 내 비중은 공개되지 않았다.","note_en":"Walmart is a retail customer that buys air-cleaning filters made at a 3M plant in the United States for sale in its stores. Neither the transaction value nor its share of 3M revenue is disclosed.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-03","url":"https://www.sec.gov/Archives/edgar/data/66740/000006674026000014/mmm-20251231.htm","title":"3M Company 2025 Annual Report on Form 10-K","title_en":"3M Company 2025 Annual Report on Form 10-K","excerpt":"3M은 직접 판매와 함께 전자상거래, 도매상, 소매상, 유통업자 등 여러 유통 경로를 이용한다고 공시했다.","excerpt_en":"3M products are sold through numerous distribution channels, including directly to users and through e-commerce and traditional wholesalers and retailers."},{"stance":"confirms","publisher":"월마트","publisher_en":"Walmart","kind":"ir","lang":"en","published_at":"2019-10-29","url":"https://corporate.walmart.com/news/2019/10/29/how-were-working-with-suppliers-to-showcase-u-s-manufacturing","title":"미국 제조업을 알리기 위해 공급사와 협력하는 방법","title_en":"How We’re Working with Suppliers to Showcase U.S. Manufacturing","excerpt":"월마트는 3M 공장에서 만든 공기청정 필터를 자사 매장 선반에 진열해 판매한다고 밝혔다.","excerpt_en":"We are proud to stock these products on Walmart shelves."}]},{"direction":"revenue","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-07-15","basis":"마이크로소프트의 3M EBO 기술 도입에 따른 판매·라이선스 거래액","value":null,"period":"partnership_announced_2026-07-15","basis_en":"Sales or licensing value from Microsoft's deployment of 3M EBO technology","qualifier":"confirmed_no_disclosed_value"},"note":"마이크로소프트는 애저 데이터센터에 3M의 확장빔 광학 기술을 도입하는 첫 공개 하이퍼스케일 고객이다. 판매 또는 라이선스 금액은 공개되지 않았다.","note_en":"Microsoft is the first publicly announced hyperscale customer to deploy 3M's Expanded Beam Optical technology in Azure data centers. Sales or licensing value was not disclosed.","sources":[{"stance":"confirms","publisher":"전자신문","publisher_en":"Electronic Times","kind":"news","lang":"ko","published_at":"2026-07-16","url":"https://www.etnews.com/20260716000008","title":"MS-3M, AI 데이터센터 동맹…애저에 차세대 광연결 기술 적용","title_en":"Microsoft and 3M Form AI Data Center Alliance, Bringing Next-Generation Optical Connectivity to Azure","excerpt":"MS는 공개된 초대형 클라우드 사업자 가운데 처음으로 3M EBO 기술을 도입한다.","excerpt_en":"Microsoft will become the first publicly announced hyperscale cloud provider to adopt 3M EBO technology."},{"stance":"confirms","publisher":"3M 투자자관계","publisher_en":"3M Investor Relations","kind":"ir","lang":"en","published_at":"2026-07-15","url":"https://investors.3m.com/news-events/press-releases/detail/1937/3m-and-microsoft-announce-strategic-partnership-to-advance","title":"3M과 마이크로소프트, AI 데이터센터 인프라와 기업 혁신을 위한 전략적 파트너십 발표","title_en":"3M and Microsoft Announce Strategic Partnership to Advance AI Data Center Infrastructure and Enterprise Transformation","excerpt":"마이크로소프트는 공개된 하이퍼스케일 클라우드 사업자 가운데 처음으로 3M EBO 기술을 애저 인프라에 도입한다.","excerpt_en":"Microsoft's Azure Cloud and AI Infrastructure will become the first announced hyperscale cloud provider to deploy 3M's Expanded Beam Optical technology."},{"stance":"mentions","publisher":"그랜드뷰리서치","publisher_en":"Grand View Research","kind":"research","lang":"en","published_at":"2026-07-01","url":"https://www.grandviewresearch.com/industry-analysis/fiber-optic-connectors-foc-industry","title":"광섬유 커넥터 시장 규모 보고서, 2026-2033","title_en":"Fiber Optic Connectors Market Size Report, 2026-2033","excerpt":"시장 분석은 3M의 EBO 페룰 기술이 데이터센터용 광커넥터 상용화에 사용되고 있다고 설명한다.","excerpt_en":"SENKO Advanced Products collaborated with 3M and Molex to launch the MPO EBO EZ-WAY connector."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2020-02-17","basis":"3M이 아마존 AWS에 지급하는 클라우드 서비스 비용","value":null,"period":"cloud_relationship_announced_2020-02-17","basis_en":"Cloud service fees paid by 3M to Amazon AWS","qualifier":"confirmed_no_disclosed_value"},"note":"3M은 전사 IT 인프라와 ERP, 공급망·제조·전자상거래 애플리케이션을 AWS로 이전했다. 클라우드 사용료와 계약 규모는 공개되지 않았다.","note_en":"3M moved enterprise IT infrastructure and applications for ERP, supply chain, manufacturing, and e-commerce to AWS. Cloud fees and contract value were not disclosed.","sources":[{"stance":"confirms","publisher":"아마존","publisher_en":"Amazon","kind":"ir","lang":"en","published_at":"2020-02-17","url":"https://press.aboutamazon.com/2020/2/3m-selects-aws-as-its-preferred-cloud-provider-for-enterprise-it","title":"3M, 기업 IT 우선 클라우드 사업자로 AWS 선정","title_en":"3M Selects AWS as Its Preferred Cloud Provider for Enterprise IT","excerpt":"아마존은 3M이 전사 IT 인프라를 AWS로 이전한다고 발표했다.","excerpt_en":"3M is moving its enterprise IT infrastructure to AWS."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2026-07-15","basis":"3M이 도입하는 마이크로소프트 AI·디지털 플랫폼의 비용","value":null,"period":"partnership_announced_2026-07-15","basis_en":"Cost of Microsoft AI and digital platforms adopted by 3M","qualifier":"confirmed_no_disclosed_value"},"note":"3M은 고객 서비스, 재무, 영업과 마케팅 업무에 마이크로소프트의 AI·디지털 플랫폼을 도입한다. 플랫폼 사용료와 서비스 계약액은 공개되지 않았다.","note_en":"3M is adopting Microsoft's AI and digital platforms across customer service, finance, sales, and marketing. Platform fees and service contract value were not disclosed.","sources":[{"stance":"confirms","publisher":"전자신문","publisher_en":"Electronic Times","kind":"news","lang":"ko","published_at":"2026-07-16","url":"https://www.etnews.com/20260716000008","title":"MS-3M, AI 데이터센터 동맹…애저에 차세대 광연결 기술 적용","title_en":"Microsoft and 3M Form AI Data Center Alliance, Bringing Next-Generation Optical Connectivity to Azure","excerpt":"3M은 고객 서비스와 재무, 영업·마케팅 등 주요 업무에 MS의 AI·디지털 플랫폼을 도입한다.","excerpt_en":"3M will adopt Microsoft's AI and digital platforms in customer service, finance, sales, marketing, and other key functions."},{"stance":"confirms","publisher":"3M 투자자관계","publisher_en":"3M Investor Relations","kind":"ir","lang":"en","published_at":"2026-07-15","url":"https://investors.3m.com/news-events/press-releases/detail/1937/3m-and-microsoft-announce-strategic-partnership-to-advance","title":"3M과 마이크로소프트, AI 데이터센터 인프라와 기업 혁신을 위한 전략적 파트너십 발표","title_en":"3M and Microsoft Announce Strategic Partnership to Advance AI Data Center Infrastructure and Enterprise Transformation","excerpt":"3M은 주요 업무의 기업 혁신을 위해 마이크로소프트의 AI와 디지털 역량을 도입한다.","excerpt_en":"3M will use Microsoft's AI and digital platforms as part of its enterprise transformation across key business functions."}]},{"direction":"revenue","counterparty":"패스널","counterparty_slug":"fastenal","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2023-07-20","basis":"패스널이 유통용 3M 제품을 조달하며 지급하는 매입액","value":null,"period":"catalog last modified 2023-07-20","basis_en":"Fastenal's purchases of 3M products for distribution","qualifier":"confirmed_no_disclosed_value"},"note":"3M은 공식 제품 카탈로그에서 3M 글로벌 제품 ID와 패스널 품번을 함께 제시해 자사 여과 제품이 패스널 유통망에서 판매됨을 확인하지만, 패스널의 3M 매입액과 전체 재고 매입 내 비중은 공개되지 않았다.","note_en":"3M maps its global product IDs to Fastenal part numbers in an official product catalog, confirming that its filtration products move through Fastenal's distribution channel, while Fastenal does not disclose its purchases from 3M or their share of total inventory purchases.","sources":[{"stance":"confirms","publisher":"3M","publisher_en":"3M","kind":"ir","lang":"en","published_at":"2023-07-20","url":"https://multimedia.3m.com/mws/media/1770228O/fastenal-product-catalog.pdf","title":"패스널 제품 카탈로그: 3M 정수 제품","title_en":"Fastenal Product Catalog: 3M Water Filtration Products","excerpt":"카탈로그는 패스널 품번과 3M 글로벌 ID를 제품별로 연결한다.","excerpt_en":"Model, Fastenal Part Number, 3M Global ID, UPC, Full Product Description."}]}]}