# Who are Alchip Technologies's customers? Who does Alchip Technologies earn revenue from?
Canonical: https://valuechain.wiki/alchip · Facet: customers · Updated: 2026-07-12T08:20:18.31669+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Alchip Technologies's confirmed revenue counterparties include 아마존, 알파벳 (구글) plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 revenue edges, backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).

### 아마존 (high)  → /amazon.md
- note: Designs and manages production of custom ASICs for Amazon's in-house AI chips — a large axis of hyperscaler in-house-silicon demand; AWS's custom-chip roadmap is Alchip's volume.
- [confirms] Alchip (GlobeNewswire) (EN, news, published 2026-03-18) https://www.globenewswire.com/news-release/2026/03/18/3258197/0/en/Alchip-Technologies-Reports-Q4-and-2025-FY-Financial-Results.html: "Alchip FY2025 revenue $992M (down from $1.6B on shipment timing); AI/HPC ASIC 83%, 2nm/3nm 14%; 3nm AI-accelerator production resumes from Q2 2026, revenue to surpass the 2024 peak."
- [mentions] Analyst consensus (EN, research, published 2026-03-18) https://www.investing.com/equities/alchip-technologies-ltd-consensus-estimates: "2026 consensus: revenue NT$71.3B, EPS NT$135, ~80% of revenue in H2 on the 3nm ramp."
- [confirms] SemiWiki (EN, analysis, published 2026-02-01) https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/: "Supplies AI custom-ASIC design/production to Amazon."
- [confirms] ZDNet Korea (KO, news, published 2025-06-01) https://zdnet.co.kr/view/?no=20260620160653: "AI custom-ASIC/back-end demand spreads"
- [confirms] Company IR / exchange filing (EN, filing, published 2025-04-01) https://www.alchip.com/en/Investors/Financial_Information: "Annual report: revenue, customers, business."
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "Supplies AI custom-ASIC design/production to Amazon."

### 알파벳 (구글) (mid)  → /alphabet.md
- note: Designs and manages production of custom ASICs for Google's (Alphabet's) in-house AI chips — a key revenue line capturing hyperscaler in-house-chip demand, moving with Google's TPU/custom-silicon roadmap.
- [confirms] SemiWiki (EN, analysis, published 2026-02-01) https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/: "Supplies AI custom-ASIC design/production to Alphabet (Google)."
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "Supplies AI custom-ASIC design/production to Alphabet (Google)."

### AI·HPC 커스텀칩 고객 (비공개) (mid)
- note: Supplies custom-ASIC design and production management to AI/HPC hyperscalers (undisclosed) — in-house-chip expansion is the top growth demand, but concentration in a few large customers is its earnings volatility.
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "Supplies AI custom-ASIC design/production to AI·HPC custom-chip customers."

Reverse side: https://valuechain.wiki/alchip/suppliers.md · Ripple: https://valuechain.wiki/alchip/ripple.md

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