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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":"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":"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":"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":"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":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null}],"analysis":"분석장비·실험실 플랫폼. 2026년 +11.5%다. 수요단(평균 +20.2%)·본주(+11.5%)·공급단(평균 +17.9%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 엔비디아(+23.7%), 가장 처진 곳은 아마존(+12%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Agilent Technologies, Inc. operates across Analytical instruments and laboratory platform. It is +11.5% in 2026. Demand side (avg +20.2%), the stock (+11.5%) and supply side (avg +17.9%) 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 NVIDIA (+23.7%) and the furthest behind is Amazon (+12%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its cloud genomics workflows use AWS compute and NVIDIA acceleration, while the BIOVECTRA acquisition expanded its biopharmaceutical CDMO capabilities.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"BIOVECTRA","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-12-22","basis":"BIOVECTRA 지분 100% 인수의 현금 이전대가","value":915000000,"period":"acquisition completed 2024-09-20","basis_en":"Cash consideration paid to acquire 100% of BIOVECTRA","qualifier":null},"note":"애질런트는 2024년 9월 BIOVECTRA 지분 100%를 인수해 생물의약품, 고활성 원료의약품과 표적치료제 CDMO 역량을 편입했다. FY2025 10-K에 기록된 현금 이전대가는 9억1,500만 달러다.","note_en":"Agilent acquired 100% of BIOVECTRA in September 2024, adding biologics, highly potent API, and targeted-therapeutics CDMO capabilities. Its FY2025 Form 10-K records $915 million of cash consideration.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-12-22","url":"https://www.sec.gov/Archives/edgar/data/1090872/000109087225000087/a-20251031.htm","title":"애질런트 테크놀로지스 FY2025 10-K","title_en":"Agilent Technologies FY2025 Form 10-K","excerpt":"애질런트는 BIOVECTRA 지분 100%를 현금 9억1,500만 달러에 인수했다고 공시했다.","excerpt_en":"We acquired 100 percent of the stock of BIOVECTRA for total consideration paid of $915 million in cash."},{"stance":"confirms","publisher":"애질런트 테크놀로지스","publisher_en":"Agilent Technologies","kind":"ir","lang":"en","published_at":"2024-09-20","url":"https://www.agilent.com/about/newsroom/presrel/2024/20sep-gp24022.html","title":"애질런트, BIOVECTRA 인수 완료","title_en":"Agilent Completes Acquisition of BIOVECTRA","excerpt":"애질런트는 BIOVECTRA 인수 완료와 CDMO 역량 편입을 발표했다.","excerpt_en":"the company has completed its acquisition of BIOVECTRA"}]},{"direction":"revenue","counterparty":"앨라일람","counterparty_slug":"alnylam-pharmaceuticals","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-12","basis":"앨라일람의 AMVUTTRA·ONPATTRO·GIVLAARI API 제조·공급에서 발생하는 애질런트 매출","value":null,"period":"current as of FY2025","basis_en":"Agilent revenue from manufacturing and supplying API for Alnylam's AMVUTTRA, ONPATTRO, and GIVLAARI","qualifier":"confirmed_no_disclosed_value"},"note":"앨라일람은 AMVUTTRA, ONPATTRO, GIVLAARI의 원료의약품을 애질런트에서 공급받는다. 앨라일람의 FY2025 10-K는 애질런트를 세 제품 API의 단독 제조사로 명시했지만 거래 금액과 공급 비율은 공개하지 않았다.","note_en":"Alnylam sources the active pharmaceutical ingredients for AMVUTTRA, ONPATTRO, and GIVLAARI from Agilent. Alnylam's FY2025 Form 10-K names Agilent as the sole API manufacturer for all three products but does not disclose transaction value or supply percentages.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-12","url":"https://www.sec.gov/Archives/edgar/data/1178670/000162828026007497/alny-20251231.htm","title":"앨라일람 파마슈티컬스 FY2025 10-K","title_en":"Alnylam Pharmaceuticals FY2025 Form 10-K","excerpt":"앨라일람은 애질런트가 AMVUTTRA, ONPATTRO, GIVLAARI API의 현재 단독 제조사라고 공시했다.","excerpt_en":"Currently, Agilent is the sole manufacturer of the API for AMVUTTRA, ONPATTRO and GIVLAARI."},{"stance":"confirms","publisher":"SK증권","publisher_en":"SK Securities","kind":"research","lang":"ko","published_at":"2022-09-01","url":"https://www.paxnet.co.kr/WWW/data/researchCenter/attach/20220901110145924.pdf","title":"RNA 르네상스","title_en":"RNA Renaissance","excerpt":"SK증권은 앨라일람이 2015년 애질런트와 RNA 치료제 원료 생산 공급계약을 체결했다고 분석했다.","excerpt_en":"SK Securities reported that Alnylam signed an agreement with Agilent in 2015 to manufacture raw materials for RNA therapeutics."}]},{"direction":"revenue","counterparty":"화이자","counterparty_slug":"pfizer","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2021-12-13","basis":"화이자 생산 사이트에 제공한 CrossLab 엔터프라이즈 서비스 매출","value":null,"period":"2021 CrossLab enterprise services deployment","basis_en":"CrossLab enterprise-services revenue from the Pfizer production site","qualifier":"confirmed_no_disclosed_value"},"note":"화이자의 24시간 생산 사이트는 애질런트 CrossLab 전담팀을 통해 장비 유지보수, 적격성평가, 규정준수와 자산 모니터링 서비스를 이용했다. 계약 금액과 애질런트 귀속 매출은 공개되지 않았다.","note_en":"A Pfizer 24/7 production site used a dedicated Agilent CrossLab team for instrument maintenance, qualification, compliance, and asset monitoring. The contract value and revenue attributable to Agilent were not disclosed.","sources":[{"stance":"confirms","publisher":"애질런트 테크놀로지스","publisher_en":"Agilent Technologies","kind":"analysis","lang":"en","published_at":"2021-12-13","url":"https://www.agilent.com/cs/library/casestudies/public/casestudy-led-crosslab-enterprise-services-pfizer-5994-2278en-agilent.pdf","title":"애질런트 제약 사례연구: 화이자","title_en":"Agilent Pharmaceutical Case Study: Pfizer","excerpt":"애질런트는 화이자에 거의 전담으로 배치된 CrossLab Services 팀을 제공했다.","excerpt_en":"Agilent provided a CrossLab Services team dedicated almost exclusively to Pfizer."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-06-07","basis":"Alissa Reporter 유전체 분석을 위한 Amazon EC2 G5g 인프라 비용","value":null,"period":"2022 Alissa Reporter cloud deployment","basis_en":"Amazon EC2 G5g infrastructure spending for Alissa Reporter genomic analysis","qualifier":"confirmed_no_disclosed_value"},"note":"애질런트는 클라우드 기반 Alissa Reporter의 유전체 변이 분석 워크플로에 Amazon EC2 G5g 인스턴스를 사용한다. AWS 사용액과 계약 조건은 공개되지 않았다.","note_en":"Agilent uses Amazon EC2 G5g instances for genomic variant-calling workflows in its cloud-native Alissa Reporter software. AWS spending and contract terms were not disclosed.","sources":[{"stance":"confirms","publisher":"애질런트 테크놀로지스","publisher_en":"Agilent Technologies","kind":"ir","lang":"en","published_at":"2022-06-07","url":"https://www.agilent.com/about/newsroom/presrel/2022/07jun-ca22019.html","title":"애질런트, NVIDIA와 AWS 기술로 유전체 생물정보학 분석 속도 향상","title_en":"Agilent Leverages NVIDIA and AWS Technology to Improve Analysis Speeds of Genomics Bioinformatics Pipelines","excerpt":"애질런트는 Alissa Reporter에 Amazon EC2 G5g 인스턴스를 사용한다고 밝혔다.","excerpt_en":"use Amazon Elastic Compute Cloud (Amazon EC2) G5g instances"}]},{"direction":"cost","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-06-07","basis":"Alissa Reporter 유전체 분석을 위한 NVIDIA GPU·Clara Parabricks 기술 비용","value":null,"period":"2022 Alissa Reporter acceleration deployment","basis_en":"NVIDIA GPU and Clara Parabricks technology spending for Alissa Reporter genomic analysis","qualifier":"confirmed_no_disclosed_value"},"note":"애질런트는 Alissa Reporter의 변이 분석 파이프라인에 NVIDIA T4G GPU와 Clara Parabricks 가속 기능을 결합했다. 기술 사용에 따른 비용과 계약 조건은 공개되지 않았다.","note_en":"Agilent integrated NVIDIA T4G GPUs and Clara Parabricks acceleration into Alissa Reporter's variant-calling pipelines. The technology cost and commercial terms were not disclosed.","sources":[{"stance":"confirms","publisher":"애질런트 테크놀로지스","publisher_en":"Agilent Technologies","kind":"ir","lang":"en","published_at":"2022-06-07","url":"https://www.agilent.com/about/newsroom/presrel/2022/07jun-ca22019.html","title":"애질런트, NVIDIA와 AWS 기술로 유전체 생물정보학 분석 속도 향상","title_en":"Agilent Leverages NVIDIA and AWS Technology to Improve Analysis Speeds of Genomics Bioinformatics Pipelines","excerpt":"애질런트는 NVIDIA T4G Tensor Core GPU와 Clara Parabricks를 결합했다.","excerpt_en":"featuring NVIDIA T4G Tensor Core GPUs"}]}]}