# 누가 글로벌웨이퍼스의 고객인가? 글로벌웨이퍼스의 매출은 어디서 오는가?
Canonical: https://valuechain.wiki/globalwafers · Facet: customers · Updated: 2026-07-12T06:26:41.693236+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 글로벌웨이퍼스의 확인된 매출 상대는 TSMC·UMC·삼성전자 외 익명·묶음 관계 3건이다. 밸류체인 그래프 기준 매출 엣지 6건, 근거 출처 6건 중 1차공시 1건 (valuechain.wiki, 2026-07-12 기준).

### 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."

### 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)."

### 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."

반대 방향: https://valuechain.wiki/globalwafers/suppliers.md · 파급: https://valuechain.wiki/globalwafers/ripple.md

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