{"slug":"global-unichip","name":"Global Unichip","name_en":"Global Unichip","ticker":"3443.TW","updated_at":"2026-07-12T08:25:21.156689+00:00","canonical":"https://valuechain.wiki/global-unichip","same_as":["https://finance.yahoo.com/quote/3443.TW"],"citable":"밸류체인 그래프 기준 Global Unichip의 직접 연결 기업은 3곳(관계 기준 공급 2·매출 1·투자 1)이고, 사슬을 2차까지 넓히면 41곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Global Unichip is directly linked to 3 companies (2 supply, 1 revenue, 1 investment relationships) and reaches 41 companies within two hops; the links are backed by 4 dated sources, 1 of them primary filings (as of 2026-07-12).","kicker":"ASIC 디자인 서비스 · TSMC 자회사","kicker_en":"ASIC design service · TSMC affiliate","lead":"TSMC가 34.8% 최대주주이자 유일 파운드리인 ASIC 디자인 서비스 1위 기업으로, AI·HPC 커스텀 실리콘 붐의 길목에 있다. 2025년 매출 NT$341억(약 $10.9억), 4분기는 3나노 ASIC의 클라우드(CSP) 고객 양산이 견인했다. 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Systems","tier":2,"returns_yearly":{"2021":36.6,"2022":-13.8,"2023":69.6,"2024":10.3,"2025":4,"2026":22.9}},{"slug":"lasertec","name":"Lasertec","name_en":"Lasertec","tier":2,"returns_yearly":{"2021":78.9,"2022":2.4,"2023":57,"2024":-60.6,"2025":138.9,"2026":22.4}},{"slug":"advantest","name":"Advantest","name_en":"Advantest","tier":2,"returns_yearly":{"2021":17,"2022":-2.3,"2023":155.7,"2024":49.5,"2025":196,"2026":17.1}},{"slug":"air-liquide","name":"Air Liquide","name_en":"Air Liquide","tier":2,"returns_yearly":{"2021":14.1,"2022":7.9,"2023":20.9,"2024":8.5,"2025":-4.8,"2026":12.5}},{"slug":"disco","name":"디스코","name_en":"Disco Corporation","tier":2,"returns_yearly":{"2021":-6.6,"2022":27.7,"2023":218.5,"2024":11.6,"2025":49.6,"2026":10.2}},{"slug":"eo-technics","name":"이오테크닉스","name_en":"EO Technics","tier":2,"returns_yearly":{"2021":7.6,"2022":-28.2,"2023":130.5,"2024":-16.2,"2025":163.2,"2026":0.7}},{"slug":"hpsp","name":"HPSP","name_en":"HPSP","tier":2,"returns_yearly":{"2023":216.5,"2024":-30.4,"2025":54.7,"2026":-4.5}},{"slug":"photronics","name":"Photronics","name_en":"Photronics","tier":2,"returns_yearly":{"2021":68.9,"2022":-10.7,"2023":86.4,"2024":-24.9,"2025":35.8,"2026":-6.6}},{"slug":"leeno","name":"리노공업","name_en":"Leeno Industrial","tier":2,"returns_yearly":{"2021":21,"2022":-5.3,"2023":18.3,"2024":9.5,"2025":150.1,"2026":-30.3}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":2,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":2,"returns_yearly":null},{"slug":"hitachi-hightech","name":"히타치 하이테크","name_en":"Hitachi High-Tech","tier":2,"returns_yearly":null},{"slug":"ichor-holdings","name":"이코르","name_en":"Ichor Holdings","tier":3,"returns_yearly":{"2021":52.7,"2022":-41.7,"2023":25.4,"2024":-4.2,"2025":-42.8,"2026":444.2}},{"slug":"mks-instruments","name":"MKS Instruments","name_en":"MKS Instruments","tier":3,"returns_yearly":{"2021":16.4,"2022":-51,"2023":22.6,"2024":2.2,"2025":54.4,"2026":131}},{"slug":"advanced-energy","name":"어드밴스드에너지","name_en":"Advanced Energy Industries","tier":3,"returns_yearly":{"2021":-5.7,"2022":-5.4,"2023":27.5,"2024":6.6,"2025":81.6,"2026":47.2}},{"slug":"smc","name":"SMC Corporation","name_en":"SMC Corporation","tier":3,"returns_yearly":{"2021":0.9,"2022":4.5,"2023":28.6,"2024":-28,"2025":4.2,"2026":26.6}},{"slug":"dupont","name":"듀폰","name_en":"DuPont","tier":3,"returns_yearly":{"2021":15.4,"2022":-13.4,"2023":14.4,"2024":1,"2025":28.7,"2026":12.6}},{"slug":"yokogawa-electric","name":"요코가와전기","name_en":"Yokogawa Electric","tier":3,"returns_yearly":{"2021":-15.9,"2022":23.6,"2023":30.6,"2024":18.8,"2025":52.3,"2026":9.4}},{"slug":"wonik-qnc","name":"원익QnC","name_en":"Wonik QnC","tier":3,"returns_yearly":{"2021":26.2,"2022":2,"2023":11.9,"2024":-33.7,"2025":53.4,"2026":9.3}},{"slug":"siemens-ag","name":"지멘스","name_en":"Siemens AG","tier":3,"returns_yearly":{"2021":12.2,"2022":5.1,"2023":20.1,"2024":28,"2025":26.4,"2026":8.7}},{"slug":"tck","name":"티씨케이","name_en":"TCK (Tokai Carbon Korea)","tier":3,"returns_yearly":{"2021":-10.1,"2022":-16.9,"2023":2.8,"2024":-28.7,"2025":225.7,"2026":-2.5}},{"slug":"hoya","name":"호야","name_en":"Hoya Corporation","tier":3,"returns_yearly":{"2021":10.8,"2022":-3,"2023":34.4,"2024":11.3,"2025":24.9,"2026":-2.9}},{"slug":"hitachi","name":"히타치","name_en":"Hitachi","tier":3,"returns_yearly":{"2021":40.6,"2022":16.7,"2023":75.4,"2024":71.1,"2025":37.5,"2026":-11.8}},{"slug":"hana-materials","name":"하나머티리얼즈","name_en":"Hana Materials","tier":3,"returns_yearly":{"2021":106,"2022":-30.5,"2023":26.1,"2024":-47.4,"2025":173.9,"2026":-15.7}},{"slug":"carl-zeiss-smt","name":"Carl Zeiss SMT","name_en":"Carl Zeiss SMT","tier":3,"returns_yearly":null},{"slug":"trumpf","name":"TRUMPF","name_en":"TRUMPF","tier":3,"returns_yearly":null}],"analysis":"투자 논점은 AI·HPC 커스텀 실리콘 붐에서 'TSMC 최측근 ASIC 파트너'라는 길목을 얼마나 키우느냐다. TSMC가 34.8% 최대주주이자 유일 파운드리라, GUC의 3나노 ASIC은 TSMC 첨단공정·CoWoS 캐파에 직접 연동된다 — CSP향 커스텀 칩 양산이 매출의 ~25%로 4분기 성장을 견인했다. 하이퍼스케일러의 자체 칩(커스텀 ASIC) 확대가 브로드컴·마벨과 겹치는 시장에서 GUC의 차별점은 TSMC IP·패키징(HBM·UCIe) 접근성이다. 리스크는 소수 CSP 고객 집중과, 설계 툴(시높시스)·파운드리 캐파에 대한 이중 의존이다.","analysis_en":"The thesis is how far GUC grows its position as 'TSMC's closest ASIC partner' in the AI/HPC custom-silicon boom. With TSMC its 34.8% largest shareholder and sole foundry, GUC's 3nm ASICs tie directly to TSMC's leading-edge process and CoWoS capacity — CSP custom-chip production is ~25% of revenue and drove Q4 growth. In a market overlapping with Broadcom and Marvell as hyperscalers expand in-house custom ASICs, GUC's edge is access to TSMC IP and packaging (HBM, UCIe). The risks are concentration in a few CSP customers and dual dependence on design tools (Synopsys) and foundry capacity.","analysis_asof":"2026-07-09"},"edges":[{"direction":"investor","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"amount","unit":"TWD","value":34100000000,"period":"GUC FY2025 매출(~$1.09B)","qualifier":"company_scale"},"note":"TSMC가 GUC 지분 34.8% 보유(최대주주).","note_en":"TSMC owns 34.8% of GUC (largest shareholder).","sources":[{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2023-04-10","url":"https://www.etnews.com/20230410000151","title":"GUC, 3나노·HBM 연결 반도체 IP 상용화","title_en":"GUC commercializes 3nm/HBM interconnect IP","excerpt":"TSMC가 GUC 지분 34.8% 보유(최대주주).","excerpt_en":"TSMC owns 34.8% of GUC (largest shareholder)."}]},{"direction":"cost","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"amount","unit":"TWD","value":34100000000,"period":"GUC FY2025 매출(~$1.09B)","qualifier":"company_scale"},"note":"TSMC가 GUC의 유일 파운드리이자 34.8% 최대주주 — 3나노·CoWoS 캐파 접근이 곧 GUC의 경쟁력이자 종속이다. TSMC 첨단공정 없이는 커스텀 ASIC 양산이 성립하지 않는다.","note_en":"TSMC is GUC's sole foundry and 34.8% largest shareholder — access to 3nm and CoWoS capacity is both GUC's edge and its dependence; without TSMC's leading-edge process, custom-ASIC production doesn't work.","sources":[{"stance":"confirms","publisher":"GUC / TWSE","publisher_en":"GUC / TWSE","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://www.guc-asic.com/en/about/us","title":"Global Unichip 회사·IR(연차)","title_en":"Global Unichip company/IR (annual)","excerpt":"TSMC 34.8% 지분, GUC ASIC의 유일 파운드리.","excerpt_en":"TSMC owns 34.8%; sole foundry for GUC ASICs."},{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2023-04-10","url":"https://www.etnews.com/20230410000151","title":"GUC, 3나노·HBM 연결 반도체 IP 상용화","title_en":"GUC commercializes 3nm/HBM interconnect IP","excerpt":"TSMC 34.8% 지분, GUC ASIC의 유일 파운드리.","excerpt_en":"TSMC owns 34.8%; sole foundry for GUC ASICs."}]},{"direction":"revenue","counterparty":"하이퍼스케일러·CSP (커스텀 ASIC)","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"2025 매출 NT$341억","value":1090000000,"period":"2025","basis_en":"2025 revenue NT$34.1B","qualifier":"approx"},"note":"클라우드(CSP)에 3나노 커스텀 ASIC을 설계·턴키 공급(매출 ~25%) — 하이퍼스케일러 자체 칩 확대가 최대 성장 수요이나, 소수 대형 고객 집중이 곧 변동성이다.","note_en":"Designs and turnkey-supplies 3nm custom ASICs to cloud CSPs (~25% of revenue) — hyperscalers' in-house-chip expansion is the top growth demand, but concentration in a few large customers is its volatility.","sources":[{"stance":"confirms","publisher":"GUC / TWSE","publisher_en":"GUC / TWSE","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://www.guc-asic.com/en/about/us","title":"Global Unichip 회사·IR(연차)","title_en":"Global Unichip company/IR (annual)","excerpt":"3나노 ASIC의 CSP 고객 양산이 2025 매출 견인.","excerpt_en":"3nm ASIC volume for CSP clients drove 2025 revenue."},{"stance":"confirms","publisher":"전자신문","publisher_en":"ETNews","kind":"news","lang":"ko","published_at":"2023-04-10","url":"https://www.etnews.com/20230410000151","title":"GUC, 3나노·HBM 연결 반도체 IP 상용화","title_en":"GUC commercializes 3nm/HBM interconnect IP","excerpt":"3나노 ASIC의 CSP 고객 양산이 2025 매출 견인.","excerpt_en":"3nm ASIC volume for CSP clients drove 2025 revenue."}]},{"direction":"cost","counterparty":"Synopsys","counterparty_slug":"synopsys","confidence":"mid","metric":{"type":"amount","unit":"TWD","value":34100000000,"period":"GUC FY2025 매출(~$1.09B)","qualifier":"company_scale"},"note":"시높시스 EDA 툴·IP 라이선스 비용 — 첨단 ASIC 설계의 필수 인프라. 설계 툴 종속이 곧 설계 원가·속도의 제약이다.","note_en":"Licensing cost for Synopsys EDA tools and IP — essential infrastructure for advanced ASIC design; tool dependence constrains design cost and speed.","sources":[{"stance":"confirms","publisher":"GUC / TWSE","publisher_en":"GUC / TWSE","kind":"filing","lang":"en","published_at":"2026-03-01","url":"https://www.guc-asic.com/en/about/us","title":"Global Unichip 회사·IR(연차)","title_en":"Global Unichip company/IR (annual)","excerpt":"GUC ASIC 설계에 EDA 툴·IP 사용.","excerpt_en":"GUC uses EDA tools/IP for ASIC design."}]},{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"mid","metric":{"type":"amount","unit":"TWD","value":34100000000,"period":"GUC FY2025 매출(~$1.09B)","qualifier":"company_scale"},"note":"SK하이닉스 낸드 컨트롤러 등 ASIC 설계 파트너 — 메모리 컨트롤러 커스텀 실리콘 수요를 잡는 매출선으로, HBM·낸드 로드맵과 함께 움직인다.","note_en":"An ASIC design partner for SK hynix (e.g. NAND controllers) — a revenue line capturing custom-silicon demand for memory controllers, moving with the HBM/NAND roadmap.","sources":[{"stance":"mentions","publisher":"DigiTimes(증권가 인용)","publisher_en":"DigiTimes (analyst)","kind":"research","lang":"en","published_at":"2026-03-13","url":"https://www.digitimes.com/news/a20260313VL208/guc-ai-asic-design-revenue-2026.html","title":"GUC — AI ASIC 설계 수요로 2026 매출 전망 NT$523억(EPS NT$42.06)로 상향","title_en":"GUC — AI-ASIC design demand lifts 2026 revenue forecast to NT$52.3bn (EPS NT$42.06)","excerpt":"GUC 2026 매출 전망 NT$523억(EPS NT$42.06)로 상향, AI ASIC 설계 수요 견인","excerpt_en":"GUC 2026 revenue forecast raised to NT$52.3bn (EPS NT$42.06) on AI-ASIC design demand"},{"stance":"confirms","publisher":"키포스트","publisher_en":"KIPOST","kind":"news","lang":"ko","published_at":"2024-01-01","url":"https://www.kipost.net/news/articleView.html?idxno=204840","title":"SK하이닉스, 낸드 컨트롤러 파트너로 GUC 낙점","title_en":"SK hynix picks GUC as NAND-controller partner","excerpt":"SK하이닉스가 낸드 컨트롤러 파트너로 GUC 낙점.","excerpt_en":"SK hynix picked GUC as NAND-controller partner."}]}]}