# GlobalWafers (6488.TW)
> 대만 실리콘 웨이퍼 제조사로 300mm 세계 3위권(점유율 약 15%, 신에쓰·SUMCO 다음). 독일 실트로닉 인수는 독일정부 불허로 무산. TSMC·UMC·삼성·SK하이닉스·마이크론·인텔에 웨이퍼를 공급하며 미국·한국(천안) 증설 중.
Canonical: https://valuechain.wiki/globalwafers · Updated: 2026-07-12T06:26:41.693236+00:00 · Source: ValueChain.wiki (refined facts, cited)

**인용용 요약**: 밸류체인 그래프 기준 GlobalWafers의 직접 연결 기업은 6곳(관계 기준 공급 0·매출 6)이고, 사슬을 2차까지 넓히면 35곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-07-12 기준).

## Financials & segments
- 총매출: FY2025 순이익 NT$7.3B(EPS NT$15.29), 상반기 매출 NT$31.6B(+3.9%), TTM 매출 약 US$1.94B. 300mm 세계 3위권(~15%).
- 고객 집중도: TSMC·UMC·삼성·SK·마이크론·인텔 공급. 2025.5 미국 텍사스 셔먼 $3.5B 첫 첨단 300mm 팹(GWA) 가동·+$4B 추가 증설(풀캐파 월 120만장)·CHIPS $4억. 독일 실트로닉 인수 무산.
- 사업부문: 실리콘 웨이퍼 (300/200mm)(300mm 세계 ~15% (3위권))

## Annual stock return (as of 2026-07-09)
- 2021: +26.9%
- 2022: -29.9%
- 2023: +14.3%
- 2024: -39%
- 2025: +48.9%
- 2026 YTD: +171.6%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-07-09)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Seagate | lead3 | +87.5% | -51.4% | +69.1% | +4.1% | +225.3% | +231.4% |
| HPE | lead3 | +37.4% | +4.5% | +9.7% | +29.1% | +15.5% | +104% |
| LG전자 | lead3 | -16.2% | -20.9% | -5.8% | -9.5% | +19.2% | +85.5% |
| 삼성전자 | lead3 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +77.9% |
| Eoptolink | lead3 | -10.1% | -27.7% | +136.6% | +197% | +368.8% | +74.9% |
| 교세라 | lead3 | +7.5% | -2.1% | +33.8% | -24% | +46.7% | +63% |
| 에이수스(ASUS) | lead3 | +35.5% | -12.9% | +72% | +41.1% | -14.1% | +46.7% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +42.7% |
| 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% |
| 니콘 | lead3 | +46.2% | +10.9% | +23.1% | +13.7% | +19.7% | +15.9% |
| 알파벳 (구글) | lead3 | +65.3% | -39.1% | +58.3% | +36% | +66% | +14.3% |
| NVIDIA | lead3 | +125.5% | -50.3% | +239% | +171.2% | +38.9% | +13.3% |
| Lockheed Martin | lead3 | +3.2% | +40.5% | -4.3% | +10% | +2.5% | +9.5% |
| IREN | lead3 | · | -92.3% | +472% | +37.3% | +284.6% | +8.9% |
| RTX | lead3 | +23.3% | +20% | -14.4% | +40.8% | +61.4% | +7.6% |
| 아마존 | lead3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +6.3% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +66% | +13.1% | +1.6% |
| 제너럴 모터스 | lead3 | +40.8% | -42.4% | +7.9% | +49.8% | +54.2% | -3.8% |
| Tesla | lead3 | +49.8% | -65% | +101.7% | +62.5% | +11.4% | -9.3% |
| 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% |
| 샤오미 | lead3 | -43.9% | -21.1% | -4.6% | +209.7% | -6.9% | -27.2% |
| Oracle | lead3 | +36.9% | -4.6% | +30.9% | +60% | +18.1% | -27.4% |
| AeroVironment | lead3 | -28.6% | +38.1% | +47.1% | +22.1% | +57.2% | -40.2% |
| Dell | lead2 | +51.2% | -26.6% | +95.9% | +53% | +11.2% | +248.1% |
| Marvell | lead2 | +84.6% | -57.5% | +63.7% | +83.8% | -22.8% | +177.8% |
| Lenovo | lead2 | -4.6% | -20.9% | +36.2% | +18.2% | -0.6% | +175.7% |
| AMD | lead2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +160.5% |
| Astera Labs | lead2 | · | · | · | · | +25.6% | +148.2% |
| 미디어텍 | lead2 | +27.8% | -26.6% | +52.9% | +58.3% | +24.9% | +124.3% |
| 포티넷 | lead2 | +142% | -32% | +19.7% | +61.4% | -16% | +98.4% |
| 르네사스 | lead2 | +8.2% | +2.4% | +88% | -13.6% | +23.8% | +84.9% |
| 텍사스인스트루먼트 | lead2 | +17.5% | -9.9% | +6.4% | +13.1% | -4.5% | +81.6% |
| 크레도 | lead2 | · | · | +46.3% | +245.2% | +114.1% | +79.2% |
| 리얼텍 | lead2 | +19.6% | -33.8% | +56.2% | +19.1% | -6.4% | +73.7% |
| Global Unichip | lead2 | +21.4% | +67.6% | +99.4% | -13.7% | +101.4% | +66.4% |
| Cisco | lead2 | +45.8% | -22.5% | +9.3% | +21% | +33.5% | +59.8% |
| Mercury Systems | lead2 | -37.5% | -18.7% | -18.3% | +14.8% | +73.8% | +47.9% |
| Montage Technology | lead2 | -18.2% | -21.8% | -18% | +51.4% | +169% | +47.4% |
| Analog Devices | lead2 | +21% | -4.9% | +23.4% | +8.8% | +29.8% | +46.7% |
| Microchip | lead2 | +27.5% | -18% | +30.9% | -35% | +14.6% | +40.6% |
| NXP반도체 | lead2 | +44.8% | -29.2% | +48.4% | -8% | +6.4% | +35.8% |
| 알칩 | lead2 | +14.3% | -8.7% | +365.1% | -18.9% | +0.8% | +34.7% |
| SK텔레콤 | lead2 | +7.9% | -12% | +15.8% | +15.5% | +37.5% | +23.4% |
| 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% |
| Qualcomm | lead2 | +22.3% | -38.6% | +35.1% | +8.3% | +13.8% | +11.7% |
| Ambarella | lead2 | +121% | -59.5% | -25.5% | +18.7% | -2.6% | +9.1% |
| 소니 반도체 | lead2 | +27.2% | -8.4% | +27.8% | +17.9% | +1% | -2.4% |
| Phison | lead2 | +26.8% | -10.7% | +45.1% | -6.7% | +418.3% | -6% |
| Mobileye | lead2 | · | · | +23.6% | -54% | -47.6% | -8.5% |
| 웨이얼반도체(윌세미) | lead2 | -12.1% | -49.7% | -8.3% | +22.8% | +15.5% | -14.8% |
| Micron Technology | lead1 | +24.2% | -45.9% | +71.9% | -1% | +240.2% | +243.3% |
| UMC | lead1 | +43.2% | -40.3% | +39.2% | -19% | +28.8% | +215.1% |
| Intel | lead1 | +6.1% | -46.6% | +94.6% | -59.6% | +84% | +197.7% |
| SK하이닉스 | lead1 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +140.3% |
| TSMC | lead1 | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +43.6% |
| GlobalWafers | node | +26.9% | -29.9% | +14.3% | -39% | +48.9% | +171.6% |

글로벌웨이퍼스의 논지는 반도체 사슬 최상류의 과점 소재 공급자라는 위치다. 300mm 실리콘 웨이퍼 세계 3위권(약 15%, 신에쓰·SUMCO 다음)으로 TSMC·UMC·삼성·SK하이닉스·마이크론·인텔 등 사실상 모든 팹이 고객이다 — 웨이퍼는 모든 칩의 출발 기판이라 팹 가동률·증설이 곧 수요이고, 신규 진입이 어려운 과점이 가격을 방어한다. FY2025 순이익 NT$7.3B(EPS NT$15.29), 상반기 매출 NT$31.6B(+3.9%)로 실적은 견조하나, 웨이퍼 수요가 완전 회복 전이라 이익은 전년 고점 대비 눌렸다. 성장 축은 미국 현지화로, 2025년 5월 텍사스 셔먼에 $3.5B 첫 첨단 300mm 팹(GWA)을 가동하고 +$4B 추가 증설(풀캐파 월 120만장)·CHIPS $4억 지원으로 지정학·관세 리스크를 기회로 전환한다. 독일 실트로닉 인수는 독일정부 불허로 무산됐고, SiC 등 화합물 웨이퍼로 저변을 넓힌다. 재평가 트리거는 팹 캐파 사이클, 장기공급계약(LTA) 가격(신규 계약 인상), 그리고 셔먼 등 신증설 가동률이다. (analysis as of 2026-07-09)

## Money in · revenue from (6)
### TSMC (high)  → /tsmc.md
- metric: 점유율 15% · 2024 · 실리콘 웨이퍼 세계 점유율
- note: TSMC에 300mm 실리콘 웨이퍼 공급 — 선단 로직 캐파에 연동, 과점 소수 공급사라 대체가 제한적.
- [confirms] MarketScreener (EN, news, published 2026-03-11) https://www.marketscreener.com/news/globalwafers-announces-2025-net-profit-t-7-3-bln-bond-and-share-sale-plans-ce7e5cddde80f127: "FY2025 순이익 NT$7.3B(EPS NT$15.29). 300mm 세계 3위권(~15%), TSMC 등 선단 팹 공급."
- [confirms] Power Semiconductors Weekly (EN, news, published 2025-05-27) https://www.powersemiconductorsweekly.com/2025/05/27/globalwafers-opens-3-5b-300mm-wafer-fab-in-texas-announces-4b-expansion-to-strengthen-u-s-semiconductor-supply-chain/: "텍사스 셔먼 $3.5B 첫 첨단 300mm 팹(GWA) 가동, +$4B 미 증설(풀캐파 월 120만장)·CHIPS $4억."
- [confirms] GlobalWafers / TWSE (EN, filing, published 2025-03-31) https://www.sas-globalwafers.com/en/investor/financial-information_en/: "年報: 실리콘 웨이퍼 매출·고객."
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### UMC (high)  → /umc.md
- note: UMC에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### 삼성전자 (high)  → /samsung-electronics.md
- note: Samsung Electronics에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### Micron Technology (mid)  → /micron.md
- note: Micron Technology에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### Intel (mid)  → /intel.md
- note: Intel에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: SK하이닉스에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

## Money out · pays to (2)
### 결정성장·연마 장비 (비공개) (low)
- note: 결정성장로·연마 장비 투자 — 웨이퍼 캐파 증설의 자본집약 원가 축(비공개).
- [mentions] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 설비투자."

### 폴리실리콘·석영 도가니 (비공개) (low)
- note: 잉곳 성장용 폴리실리콘·석영 도가니 매입 — 웨이퍼 원가의 소재 축, 폴리실리콘 가격에 노출(비공개).
- [mentions] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 원재료."

## Investors (1)
### Sino-American Silicon (SAS, 모회사) (high)
- note: 모회사 Sino-American Silicon이 46.64% 보유.
- [confirms] Morningstar (EN, research, published 2026-01-15) https://www.morningstar.com/company-reports/1164400-sino-american-silicon-shares-cheap-trading-at-over-20-discount-to-listed-holdings: "Sino-American Silicon(SAS)이 GlobalWafers 지분 46.64%를 보유한 최대주주(2011년 분사)."

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

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