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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":"의료영상·진단 플랫폼. 2026년 -15.9%다. 공급단(평균 +17.9%)이 본주(-15.9%)보다 세게 움직였다. 공급 병목 국면의 전형으로, 본주 마진보다 공급사 물량 레버리지가 먼저 반영되고 있다는 신호다. 연결 노드 중 가장 앞선 곳은 엔비디아(+23.7%), 가장 처진 곳은 HCA 헬스케어(-12.9%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"GE HealthCare Technologies Inc. operates across Medical imaging and diagnostics platform. It is -15.9% in 2026. The supply side (avg +17.9%) has moved harder than the stock (-15.9%). That is the classic bottleneck pattern: supplier volume leverage is being priced before this layer's own margin. Among connected nodes the furthest ahead is NVIDIA (+23.7%) and the furthest behind is HCA Healthcare, Inc. (-12.9%). 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 the medical-device supply chain and cloud and AI infrastructure, while acquisitions extend its imaging software portfolio.","analysis_asof":"2026-09-04"},"edges":[{"direction":"revenue","counterparty":"Catholic Health","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-07-16","basis":"Catholic Health 10년 Care Alliance 공표 금액","value":500000000,"period":"2026-2036","basis_en":"Announced value of the 10-year Catholic Health Care Alliance","qualifier":"approximately"},"note":"Catholic Health는 GE 헬스케어와 10년간 약 5억 달러 규모의 Care Alliance를 체결했다. GE 헬스케어는 1,300대가 넘는 영상·진단 장비와 디지털·클라우드·AI 솔루션 및 서비스를 공급한다.","note_en":"Catholic Health signed an approximately $500 million, 10-year Care Alliance with GE HealthCare. The agreement covers more than 1,300 imaging and diagnostic systems plus digital, cloud, AI, and service support.","sources":[{"stance":"confirms","publisher":"Healthcare Dive","publisher_en":"Healthcare Dive","kind":"analysis","lang":"en","published_at":"2026-07-21","url":"https://www.healthcaredive.com/news/ge-healthcare-inks-10-year-500m-alliance-with-catholic-health/825781/","title":"GE 헬스케어, Catholic Health와 10년·5억 달러 제휴","title_en":"GE HealthCare inks 10-year, $500M alliance with Catholic Health","excerpt":"산업 매체는 계약이 1,300대가 넘는 장비 공급을 포함한다고 분석했다.","excerpt_en":"The agreement positions GE HealthCare to provide more than 1,300 pieces of technology."},{"stance":"confirms","publisher":"GE 헬스케어","publisher_en":"GE HealthCare","kind":"ir","lang":"en","published_at":"2026-07-16","url":"https://investor.gehealthcare.com/node/12296/pdf","title":"Catholic Health와 GE 헬스케어, 롱아일랜드 환자 접근성 확대를 위한 파트너십 체결","title_en":"Catholic Health and GE HealthCare partner to expand patient access across Long Island","excerpt":"양사는 약 5억 달러 규모의 10년 전략적 파트너십을 발표했다.","excerpt_en":"The companies announced a 10-year strategic partnership valued at approximately $500 million."}]},{"direction":"investment","counterparty":"MIM Software","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-04","basis":"MIM Software 지분 100% 총 인수가격","value":283000000,"period":"acquisition closed 2024-04-01","basis_en":"Total purchase price for 100% of MIM Software","qualifier":null},"note":"GE 헬스케어는 2024년 4월 MIM Software 지분 100%를 인수했다. SEC 10-K에 공시된 총 인수가격은 2억8,300만 달러이며 영상 분석·AI 워크플로 기술을 Imaging 사업에 편입했다.","note_en":"GE HealthCare acquired 100% of MIM Software in April 2024. Its SEC filing reports a total purchase price of $283 million, adding imaging analytics and AI workflow technology to the Imaging segment.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.sec.gov/Archives/edgar/data/1932393/000193239326000007/gehc-20251231.htm","title":"GE 헬스케어 테크놀로지스 2025 회계연도 10-K","title_en":"GE HealthCare Technologies Inc. 2025 Form 10-K","excerpt":"회사는 MIM Software 지분 100%를 총 2억8,300만 달러에 인수했다고 공시했다.","excerpt_en":"The Company acquired 100% of MIM Software for a total purchase price of $283 million."},{"stance":"confirms","publisher":"GE 헬스케어","publisher_en":"GE HealthCare","kind":"ir","lang":"en","published_at":"2024-04-01","url":"https://www.gehealthcare.com/en-us/about/newsroom/press-releases/ge-healthcare-closes-mim-software-acquisition-bolstering-its-portfolio-and-advancing-its-precision-care-strategy","title":"GE 헬스케어, MIM Software 인수 완료로 포트폴리오 강화","title_en":"GE HealthCare closes MIM Software acquisition, bolstering its portfolio and advancing its precision care strategy","excerpt":"GE 헬스케어는 MIM Software 인수 종결과 영상 분석 솔루션 편입을 발표했다.","excerpt_en":"GE HealthCare announced the acquisition's close and the addition of MIM Software's imaging analytics solutions."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-07-25","basis":"AWS 클라우드·AI 서비스 지출액","value":null,"period":"strategic collaboration announced 2024","basis_en":"Spending on AWS cloud and AI services","qualifier":"confirmed_no_disclosed_value"},"note":"GE 헬스케어는 AWS를 전략적 클라우드 공급자로 선정했다. Amazon Bedrock, Amazon Q와 AWS의 의료·생성형 AI 서비스를 임상 기반모델과 내부 소프트웨어 개발에 사용한다.","note_en":"GE HealthCare selected AWS as its strategic cloud provider. It uses Amazon Bedrock, Amazon Q, and AWS healthcare and generative AI services for clinical foundation models and internal software development.","sources":[{"stance":"confirms","publisher":"아마존","publisher_en":"Amazon","kind":"news","lang":"en","published_at":"2024-07-25","url":"https://press.aboutamazon.com/aws/2024/7/ge-healthcare-and-aws-announce-strategic-collaboration-to-accelerate-healthcare-transformation-with-generative-ai","title":"GE 헬스케어와 AWS, 생성형 AI로 의료 혁신을 가속하는 전략적 협업 발표","title_en":"GE HealthCare and AWS Announce Strategic Collaboration to Accelerate Healthcare Transformation with Generative AI","excerpt":"GE 헬스케어는 AWS를 전략적 클라우드 공급자로 선정했다.","excerpt_en":"GE HealthCare has selected AWS as its strategic cloud provider."}]},{"direction":"revenue","counterparty":"HCA 헬스케어","counterparty_slug":"hca-healthcare","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2022-12-08","basis":"HCA 헬스케어 고객관계 금액","value":null,"period":"25-year relationship disclosed in 2022","basis_en":"Value of the HCA Healthcare customer relationship","qualifier":"confirmed_no_disclosed_value"},"note":"HCA 헬스케어는 25년 넘게 GE 헬스케어의 주요 고객으로 관계를 이어 왔다. HCA는 GE 헬스케어의 Command Center, Mural, Encompass 등 임상 운영 기술을 병원망에 도입했다.","note_en":"HCA Healthcare has been a major GE HealthCare customer for more than 25 years. HCA has deployed GE HealthCare technologies including Command Center, Mural, and Encompass across its hospital operations.","sources":[{"stance":"confirms","publisher":"제너럴 일렉트릭","publisher_en":"General Electric","kind":"ir","lang":"en","published_at":"2022-12-08","url":"https://www.ge.com/sites/default/files/2022-dec-08-healthcare-investor-day-transcript.pdf","title":"GE 헬스케어 투자자의 날 발표문","title_en":"GE HealthCare Investor Day Transcript","excerpt":"GE 헬스케어는 HCA를 핵심 고객이며 25년간 관계를 이어 온 곳으로 소개했다.","excerpt_en":"A key customer that is bringing to life our unique value proposition is HCA."}]},{"direction":"cost","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-03-18","basis":"NVIDIA 플랫폼·가속컴퓨팅 관련 지출액","value":null,"period":"expanded collaboration announced 2025","basis_en":"Spending related to NVIDIA platforms and accelerated computing","qualifier":"confirmed_no_disclosed_value"},"note":"GE 헬스케어는 NVIDIA Isaac for Healthcare, Omniverse, Cosmos를 이용해 자율형 엑스레이와 초음파 시스템을 개발한다. 플랫폼 사용과 가속 컴퓨팅 기술이 영상장비 개발에 직접 투입되지만 거래 금액은 공개되지 않았다.","note_en":"GE HealthCare uses NVIDIA Isaac for Healthcare, Omniverse, and Cosmos to develop autonomous X-ray and ultrasound systems. The platforms and accelerated-computing technology feed directly into product development, but no transaction value was disclosed.","sources":[{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2025-03-19","url":"https://zdnet.co.kr/view/?no=20250319001453","title":"손·발 달린 AI…엔비디아, 로봇·자율주행 위한 물리 AI 본격화","title_en":"NVIDIA expands physical AI for robotics and autonomous driving","excerpt":"엔비디아는 제너럴 일렉트릭 헬스케어와 협력해 '아이작 헬스케어' 플랫폼을 개발했다.","excerpt_en":"NVIDIA worked with GE HealthCare to develop the Isaac for Healthcare platform."},{"stance":"confirms","publisher":"GE 헬스케어","publisher_en":"GE HealthCare","kind":"ir","lang":"en","published_at":"2025-03-18","url":"https://www.gehealthcare.com/en/about/newsroom/press-releases/ge-healthcare-and-nvidia-reimagine-diagnostic-imaging-with-autonomous-x-ray-and-ultrasound-solutions","title":"GE 헬스케어와 NVIDIA, 자율형 엑스레이·초음파로 진단영상을 재구상","title_en":"GE HealthCare and NVIDIA reimagine diagnostic imaging with autonomous X-ray and ultrasound solutions","excerpt":"GE 헬스케어는 NVIDIA Isaac for Healthcare를 활용해 AI 영상 시스템을 개발한다.","excerpt_en":"GE HealthCare aims to develop AI-enabled X-ray and ultrasound systems by leveraging NVIDIA Isaac for Healthcare."}]}]}