# KYEC의 주요 공급사는 어디인가? KYEC의 비용은 누구에게 가는가?
Canonical: https://valuechain.wiki/kyec · Facet: suppliers · Updated: 2026-07-12T06:15:31.719607+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: KYEC의 확인된 공급·비용 상대는 Advantest·Teradyne 외 익명·묶음 관계 1건이다. 밸류체인 그래프 기준 비용 엣지 3건, 근거 출처 3건 중 1차공시 0건 (valuechain.wiki, 2026-07-12 기준).

### Advantest (high)  → /advantest.md
- note: 어드밴테스트에서 테스터(ATE) 매입 — HBM·AI 칩 테스트 캐파의 핵심 장비 공급원.
- [confirms] DigiTimes (EN, news, published 2026-04-13) https://www.digitimes.com/news/a20260413PD230/2026-revenue-demand-testing-king-yuan.html: "Testers (ATE) are the key capital good of test capacity; KYEC's record NT$50B 2026 capex (+27%) and 30-50% capacity expansion are gated by ATE/equipment availability."
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "Advantest에서 테스트 장비(ATE) 매입."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "Advantest에서 테스트 장비(ATE) 매입."

### Teradyne (mid)  → /teradyne.md
- note: 테라다인에서 테스터(ATE) 매입 — 테스트 캐파의 핵심 자본재로, ATE 확보가 KYEC 증설 속도의 상한을 정한다.
- [confirms] DigiTimes (EN, news, published 2026-04-13) https://www.digitimes.com/news/a20260413PD230/2026-revenue-demand-testing-king-yuan.html: "Testers (ATE) are the key capital good of test capacity; KYEC's record NT$50B 2026 capex (+27%) and 30-50% capacity expansion are gated by ATE/equipment availability."
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "Teradyne에서 테스트 장비(ATE) 매입."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "Teradyne에서 테스트 장비(ATE) 매입."

### 원재료·소재·R&D (비공개) (low)
- note: 제조용 원재료·소재·R&D(비공개).
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "제조용 원재료·소재·R&D(비공개)."

반대 방향: https://valuechain.wiki/kyec/customers.md · 파급: https://valuechain.wiki/kyec/ripple.md

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전체 노드: https://valuechain.wiki/kyec.md · JSON: https://valuechain.wiki/kyec.json