# Who are GlobalWafers's customers? Who does GlobalWafers earn revenue from?
Canonical: https://valuechain.wiki/globalwafers · Facet: customers · Updated: 2026-07-12T06:26:41.693236+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: GlobalWafers's confirmed revenue counterparties include TSMC, UMC, 삼성전자 plus 3 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 6 revenue edges, backed by 6 dated sources, 1 of them primary filings (as of 2026-07-12).

### TSMC (high)  → /tsmc.md
- metric: Market share 15% · 2024 · global silicon-wafer share
- note: Supplies 300mm silicon wafers to TSMC — tied to leading-edge logic capacity, hard to substitute as one of few oligopoly suppliers.
- [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 net profit NT$7.3bn (EPS NT$15.29). ~No.3 in 300mm (~15%), supplying leading-edge fabs incl. TSMC."
- [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/: "Opened $3.5B first advanced 300mm US fab (GWA) in Sherman, Texas; +$4B US expansion (1.2M wafers/month at full capacity), $400M CHIPS funding."
- [confirms] GlobalWafers / TWSE (EN, filing, published 2025-03-31) https://www.sas-globalwafers.com/en/investor/financial-information_en/: "Annual Report: silicon-wafer revenue and customers."
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: silicon-wafer revenue and customers."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "Top-five 300mm oligopoly; GlobalWafers ~15%."
- [confirms] TheElec (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "Supplies wafers to TSMC, UMC, Samsung."

### UMC (high)  → /umc.md
- note: Supplies 300mm silicon wafers to UMC.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: silicon-wafer revenue and customers."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "Top-five 300mm oligopoly; GlobalWafers ~15%."
- [confirms] TheElec (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "Supplies wafers to TSMC, UMC, Samsung."

### 삼성전자 (high)  → /samsung-electronics.md
- note: Supplies 300mm silicon wafers to Samsung Electronics.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: silicon-wafer revenue and customers."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "Top-five 300mm oligopoly; GlobalWafers ~15%."
- [confirms] TheElec (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "Supplies wafers to TSMC, UMC, Samsung."

### Sino-American Silicon (SAS, 모회사) (high)
- note: Parent Sino-American Silicon holds 46.64%.
- [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) is the largest shareholder of GlobalWafers with a 46.64% stake (carved out in 2011)."

### Micron Technology (mid)  → /micron.md
- note: Supplies 300mm silicon wafers to Micron Technology.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: silicon-wafer revenue and customers."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "Top-five 300mm oligopoly; GlobalWafers ~15%."
- [confirms] TheElec (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "Supplies wafers to TSMC, UMC, Samsung."

### Intel (mid)  → /intel.md
- note: Supplies 300mm silicon wafers to Intel.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: silicon-wafer revenue and customers."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "Top-five 300mm oligopoly; GlobalWafers ~15%."
- [confirms] TheElec (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "Supplies wafers to TSMC, UMC, Samsung."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: Supplies 300mm silicon wafers to SK Hynix.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: silicon-wafer revenue and customers."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "Top-five 300mm oligopoly; GlobalWafers ~15%."
- [confirms] TheElec (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "Supplies wafers to TSMC, UMC, Samsung."

Reverse side: https://valuechain.wiki/globalwafers/suppliers.md · Ripple: https://valuechain.wiki/globalwafers/ripple.md

---
Full node: https://valuechain.wiki/globalwafers.md · JSON: https://valuechain.wiki/globalwafers.json