# Global Unichip (3443.TW)
> 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. HBM·UCIe·3D 패키징 IP와 TSMC 첨단공정·CoWoS 캐파 접근성이 브로드컴·마벨과 겹치는 시장에서의 차별점이다.
Canonical: https://valuechain.wiki/global-unichip · Updated: 2026-07-12T08:25:21.156689+00:00 · Source: ValueChain.wiki (refined facts, cited)

**인용용 요약**: 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).

## Financials & segments
- 총매출: 2025 매출 NT$341억 (~$1.09B)
- 고객 집중도: TSMC 34.8% 최대주주·유일 파운드리. CSP가 매출 ~25%.
- 사업부문: ASIC 디자인 서비스, 턴키 제조, IP

## Annual stock return (as of 2026-07-09)
- 2021: +21.4%
- 2022: +67.6%
- 2023: +99.4%
- 2024: -13.7%
- 2025: +101.4%
- 2026 YTD: +66.4%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-07-09)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Dell | lead3 | +51.2% | -26.6% | +95.9% | +53% | +11.2% | +248.1% |
| Lenovo | lead3 | -4.6% | -20.9% | +36.2% | +18.2% | -0.6% | +175.7% |
| Nebius | lead3 | · | · | · | · | +202.2% | +162.4% |
| HPE | lead3 | +37.4% | +4.5% | +9.7% | +29.1% | +15.5% | +104% |
| TeraWulf | lead3 | +77.1% | -95.5% | +258.2% | +135.8% | +103% | +91.2% |
| Datadog | lead3 | +80.9% | -58.7% | +65.1% | +17.7% | -4.8% | +89.4% |
| Eoptolink | lead3 | -10.1% | -27.7% | +136.6% | +197% | +368.8% | +74.9% |
| Aurora Innovation | lead3 | · | -89.3% | +261.2% | +44.2% | -39% | +66.1% |
| CrowdStrike | lead3 | -3.3% | -48.6% | +142.5% | +34% | +37% | +59.7% |
| Mercury Systems | lead3 | -37.5% | -18.7% | -18.3% | +14.8% | +73.8% | +47.9% |
| 에이수스(ASUS) | lead3 | +35.5% | -12.9% | +72% | +41.1% | -14.1% | +46.7% |
| Wiwynn | lead3 | +24.7% | -22.3% | +206.4% | +3.5% | +64.4% | +45.1% |
| Illumina | lead3 | +2.8% | -46.9% | -31.1% | -1.3% | -1.8% | +45% |
| 기가바이트 | lead3 | +82.3% | -3.4% | +173.2% | -15.9% | -4.7% | +44.4% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +42.7% |
| Cloudflare | lead3 | +73% | -65.6% | +84.2% | +29.3% | +83.1% | +36.1% |
| Quanta | lead3 | +22.2% | -12.8% | +254.5% | +12.7% | +8.9% | +33.4% |
| 플래닛랩스 | lead3 | · | -29.3% | -43.2% | +63.6% | +388.1% | +32.1% |
| CoreWeave | lead3 | · | · | · | · | · | +24.1% |
| SK텔레콤 | lead3 | +7.9% | -12% | +15.8% | +15.5% | +37.5% | +23.4% |
| Celestica | lead3 | +37.9% | +1.3% | +159.8% | +215.2% | +220.3% | +21.7% |
| Snowflake | lead3 | +20.4% | -57.6% | +38.6% | -22.4% | +42.1% | +19.2% |
| 지리자동차 | lead3 | -40.8% | -22.9% | -40.3% | +98.5% | +14.5% | +18.9% |
| Apple | lead3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +16.2% |
| 위스트론 | lead3 | +7.9% | +9.7% | +272.7% | -1.6% | +22.7% | +14.8% |
| Foxconn | lead3 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +10.9% |
| IREN | lead3 | · | -92.3% | +472% | +37.3% | +284.6% | +8.9% |
| Costco Wholesale | lead3 | +51.8% | -19% | +49% | +39.6% | -5.4% | +6.6% |
| 아마존 | lead3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +6.3% |
| Walmart Inc | lead3 | +2% | -0.5% | +12.9% | +74% | +24.5% | +2.6% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +66% | +13.1% | +1.6% |
| Tempus AI | lead3 | · | · | · | · | +74.9% | -1.4% |
| IBM | lead3 | +16.7% | +10.6% | +21.8% | +39.3% | +38.2% | -1.6% |
| Super Micro | lead3 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | -3.3% |
| 제너럴 모터스 | lead3 | +40.8% | -42.4% | +7.9% | +49.8% | +54.2% | -3.8% |
| IonQ | lead3 | · | -79.3% | +259.1% | +237.1% | +7.4% | -4.5% |
| Schrödinger | lead3 | -56% | -46.3% | +91.5% | -46.1% | -7.3% | -7.8% |
| 현대차 | lead3 | -16.7% | -4.7% | +16.2% | +12.3% | +158.8% | -7.8% |
| MercadoLibre | lead3 | -19.5% | -37.2% | +85.7% | +8.2% | +18.5% | -8% |
| Uber | lead3 | -17.8% | -41% | +149% | -2% | +35.5% | -8.8% |
| McDonald's | lead3 | +27.8% | +0.5% | +15.1% | +0.1% | +7.9% | -9% |
| LVMH | lead3 | +46.6% | +12.7% | -1.8% | -7.3% | -20.4% | -9% |
| Tesla | lead3 | +49.8% | -65% | +101.7% | +62.5% | +11.4% | -9.3% |
| Recursion Pharmaceuticals | lead3 | · | -55% | +27.9% | -31.4% | -39.5% | -13% |
| Toyota Motor Corporation | lead3 | +58.1% | -13.4% | +63% | +1.8% | +21.8% | -18.2% |
| 마이크로소프트 | lead3 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -20% |
| 알리바바 | lead3 | -49% | -25.8% | -10.8% | +11.8% | +75.8% | -22.7% |
| 텐센트 | lead3 | -28.6% | -14.2% | -28.7% | +49.8% | +52.1% | -23.2% |
| Shopify | lead3 | +21.7% | -74.8% | +124.4% | +36.5% | +51.4% | -23.9% |
| 바이두 | lead3 | · | -8.2% | -23.4% | -13.5% | +74.2% | -24.5% |
| Rigetti Computing | lead3 | · | -92.9% | +35.1% | +1449.2% | +45.2% | -25.3% |
| Oracle | lead3 | +36.9% | -4.6% | +30.9% | +60% | +18.1% | -27.4% |
| Palantir | lead3 | -22.7% | -64.7% | +167.4% | +340.5% | +135% | -28.7% |
| ServiceNow | lead3 | +17.9% | -40.2% | +82% | +50.1% | -27.7% | -29.7% |
| Kratos | lead3 | -29.3% | -46.8% | +96.6% | +30% | +187.8% | -36.5% |
| Pony.ai | lead3 | · | · | · | · | +1% | -54.6% |
| Marvell | lead2 | +84.6% | -57.5% | +63.7% | +83.8% | -22.8% | +177.8% |
| AMD | lead2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +160.5% |
| 에버퓨어 (구 퓨어스토리지) | lead2 | +44% | -17.8% | +33.3% | +72.3% | +9.1% | +18.4% |
| Broadcom | lead2 | +56.5% | -13.3% | +104.2% | +110.5% | +50.6% | +16% |
| 알파벳 (구글) | lead2 | +65.3% | -39.1% | +58.3% | +36% | +66% | +14.3% |
| NVIDIA | lead2 | +125.5% | -50.3% | +239% | +171.2% | +38.9% | +13.3% |
| SK하이닉스 | lead1 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +140.3% |
| Global Unichip | node | +21.4% | +67.6% | +99.4% | -13.7% | +101.4% | +66.4% |
| TSMC | benef1 | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +43.6% |
| Synopsys | benef1 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -5.2% |
| 섬코 | benef2 | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +225.8% |
| GlobalWafers | benef2 | +26.9% | -29.9% | +14.3% | -39% | +48.9% | +171.6% |
| 어플라이드 머티어리얼즈 | benef2 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +135% |
| 램리서치 | benef2 | +53.7% | -40.7% | +88.6% | -6.8% | +139.2% | +105% |
| Onto Innovation | benef2 | +112.9% | -32.7% | +124.6% | +9% | -5.3% | +103.6% |
| KLA | benef2 | +68% | -11.2% | +56% | +9.4% | +94.5% | +91% |
| SCREEN Holdings | benef2 | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +86.3% |
| Teradyne | benef2 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +85.9% |
| Resonac | benef2 | -2.6% | -4% | +37.5% | +30.3% | +137.9% | +80.4% |
| 도쿄일렉트론 | benef2 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +78.2% |
| 퀴니티 일렉트로닉스 | benef2 | · | · | · | · | · | +76.3% |
| Entegris | benef2 | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +72.8% |
| ASML | benef2 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +68.6% |
| BESI | benef2 | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +56.2% |
| Fujimi | benef2 | +64.7% | -1.6% | +40.4% | -24.2% | +28.4% | +54.6% |
| 신에쓰화학 | benef2 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +44% |
| Tokyo Ohka Kogyo | benef2 | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +42.9% |
| Ebara | benef2 | +58.1% | +2.3% | +76.1% | +41% | +84% | +32.3% |
| ASM International | benef2 | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +28.8% |
| Linde | benef2 | +33.4% | -4.4% | +27.7% | +3.2% | +3.2% | +25.1% |
| Cadence Design Systems | benef2 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +22.9% |
| Lasertec | benef2 | +78.9% | +2.4% | +57% | -60.6% | +138.9% | +22.4% |
| Advantest | benef2 | +17% | -2.3% | +155.7% | +49.5% | +196% | +17.1% |
| Air Liquide | benef2 | +14.1% | +7.9% | +20.9% | +8.5% | -4.8% | +12.5% |
| 디스코 | benef2 | -6.6% | +27.7% | +218.5% | +11.6% | +49.6% | +10.2% |
| 이오테크닉스 | benef2 | +7.6% | -28.2% | +130.5% | -16.2% | +163.2% | +0.7% |
| HPSP | benef2 | · | · | +216.5% | -30.4% | +54.7% | -4.5% |
| Photronics | benef2 | +68.9% | -10.7% | +86.4% | -24.9% | +35.8% | -6.6% |
| 리노공업 | benef2 | +21% | -5.3% | +18.3% | +9.5% | +150.1% | -30.3% |
| 이코르 | benef3 | +52.7% | -41.7% | +25.4% | -4.2% | -42.8% | +444.2% |
| MKS Instruments | benef3 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +131% |
| 어드밴스드에너지 | benef3 | -5.7% | -5.4% | +27.5% | +6.6% | +81.6% | +47.2% |
| SMC Corporation | benef3 | +0.9% | +4.5% | +28.6% | -28% | +4.2% | +26.6% |
| 듀폰 | benef3 | +15.4% | -13.4% | +14.4% | +1% | +28.7% | +12.6% |
| 요코가와전기 | benef3 | -15.9% | +23.6% | +30.6% | +18.8% | +52.3% | +9.4% |
| 원익QnC | benef3 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +9.3% |
| 지멘스 | benef3 | +12.2% | +5.1% | +20.1% | +28% | +26.4% | +8.7% |
| 티씨케이 | benef3 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | -2.5% |
| 호야 | benef3 | +10.8% | -3% | +34.4% | +11.3% | +24.9% | -2.9% |
| 히타치 | benef3 | +40.6% | +16.7% | +75.4% | +71.1% | +37.5% | -11.8% |
| 하나머티리얼즈 | benef3 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -15.7% |

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 as of 2026-07-09)

## Money in · revenue from (2)
### 하이퍼스케일러·CSP (커스텀 ASIC) (high)
- metric: 매출 ~$1.1B · 2025 · 2025 매출 NT$341억
- 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.
- [confirms] GUC / TWSE (EN, filing, published 2026-03-01) https://www.guc-asic.com/en/about/us: "3나노 ASIC의 CSP 고객 양산이 2025 매출 견인."
- [confirms] 전자신문 (KO, news, published 2023-04-10) https://www.etnews.com/20230410000151: "3나노 ASIC의 CSP 고객 양산이 2025 매출 견인."

### SK하이닉스 (mid)  → /sk-hynix.md
- metric: 금액 NT$34.1B · GUC FY2025 매출(~$1.09B)
- note: SK하이닉스 낸드 컨트롤러 등 ASIC 설계 파트너 — 메모리 컨트롤러 커스텀 실리콘 수요를 잡는 매출선으로, HBM·낸드 로드맵과 함께 움직인다.
- [mentions] DigiTimes(증권가 인용) (EN, research, published 2026-03-13) https://www.digitimes.com/news/a20260313VL208/guc-ai-asic-design-revenue-2026.html: "GUC 2026 매출 전망 NT$523억(EPS NT$42.06)로 상향, AI ASIC 설계 수요 견인"
- [confirms] 키포스트 (KO, news, published 2024-01-01) https://www.kipost.net/news/articleView.html?idxno=204840: "SK하이닉스가 낸드 컨트롤러 파트너로 GUC 낙점."

## Money out · pays to (2)
### TSMC (high)  → /tsmc.md
- metric: 금액 NT$34.1B · GUC FY2025 매출(~$1.09B)
- note: TSMC가 GUC의 유일 파운드리이자 34.8% 최대주주 — 3나노·CoWoS 캐파 접근이 곧 GUC의 경쟁력이자 종속이다. TSMC 첨단공정 없이는 커스텀 ASIC 양산이 성립하지 않는다.
- [confirms] GUC / TWSE (EN, filing, published 2026-03-01) https://www.guc-asic.com/en/about/us: "TSMC 34.8% 지분, GUC ASIC의 유일 파운드리."
- [confirms] 전자신문 (KO, news, published 2023-04-10) https://www.etnews.com/20230410000151: "TSMC 34.8% 지분, GUC ASIC의 유일 파운드리."

### Synopsys (mid)  → /synopsys.md
- metric: 금액 NT$34.1B · GUC FY2025 매출(~$1.09B)
- note: 시높시스 EDA 툴·IP 라이선스 비용 — 첨단 ASIC 설계의 필수 인프라. 설계 툴 종속이 곧 설계 원가·속도의 제약이다.
- [confirms] GUC / TWSE (EN, filing, published 2026-03-01) https://www.guc-asic.com/en/about/us: "GUC ASIC 설계에 EDA 툴·IP 사용."

## Investors (1)
### TSMC (high)  → /tsmc.md
- metric: 금액 NT$34.1B · GUC FY2025 매출(~$1.09B)
- note: TSMC가 GUC 지분 34.8% 보유(최대주주).
- [confirms] 전자신문 (KO, news, published 2023-04-10) https://www.etnews.com/20230410000151: "TSMC가 GUC 지분 34.8% 보유(최대주주)."

## 질문별 엔드포인트
- 누가 글로벌유니칩의 고객인가? 글로벌유니칩의 매출은 어디서 오는가? → https://valuechain.wiki/global-unichip/customers.md
- 글로벌유니칩의 주요 공급사는 어디인가? 글로벌유니칩의 비용은 누구에게 가는가? → https://valuechain.wiki/global-unichip/suppliers.md
- 글로벌유니칩 주가가 움직이면 누가 수혜를 보는가? 글로벌유니칩의 가치사슬 파급은 어디까지인가? → https://valuechain.wiki/global-unichip/ripple.md
- 증권가가 보는 글로벌유니칩: 목표주가와 투자의견은? → https://valuechain.wiki/global-unichip/consensus.md

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