# 테이크투 인터랙티브 (TTWO)
> Rockstar Games, 2K, Zynga를 통해 콘솔·PC·모바일 게임과 게임 내 콘텐츠를 판매한다. FY2026 매출의 절반은 모바일에서 나왔고, 주요 앱스토어와 콘솔 플랫폼에 수수료·로열티를 지급하며 자체 IP와 개발 역량을 인수로 넓힌다.
Canonical: https://valuechain.wiki/take-two-interactive · Updated: 2026-09-12T00:47:43.44901+00:00 · Source: ValueChain.wiki (refined facts, cited)
**사업 분류**: 스트리밍·엔터테인먼트 (통신·미디어 · 대표)

**인용용 요약**: 밸류체인 그래프 기준 테이크투 인터랙티브의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 2)이고, 사슬을 2차까지 넓히면 83곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-12 기준).

## Financials & segments
- 총매출: FY2026 총매출 66억5,640만달러
- 사업부문: 모바일, 콘솔, PC 및 기타

## Annual stock return (as of 2026-10-09)
- 2021: -14.5%
- 2022: -41.4%
- 2023: +54.6%
- 2024: +14.4%
- 2025: +39.1%
- 2026 YTD: -16.6%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-10-09)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| ASML | lead3 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +61.1% |
| 깃코만 | lead3 | +17.5% | -20% | +35.2% | -9.7% | -13.2% | +29.7% |
| 패스널 | lead3 | +34.1% | -24.3% | +41.3% | +13.5% | +14% | +28.5% |
| Coca-Cola | lead3 | +11.4% | +10.6% | -4.4% | +8.9% | +15.6% | +27.7% |
| 길리어드 사이언스 | lead3 | +30% | +23.6% | -2% | +18.7% | +36.6% | +25.4% |
| CVS 헬스 | lead3 | +54.9% | -7.6% | -12.5% | -40.8% | +84.3% | +24.7% |
| 유나이티드헬스 그룹 | lead3 | +45.2% | +6.9% | +0.8% | -2.4% | -33.1% | +21.9% |
| 코카콜라 유로퍼시픽 파트너스 | lead3 | +15.6% | +2.3% | +24.5% | +18.4% | +21.2% | +16.2% |
| 포드 | lead3 | +137.5% | -42.2% | +15.8% | -13.1% | +42.3% | +15.3% |
| Nestlé | lead3 | +22.1% | -4.2% | -9.3% | -18.8% | -1.8% | +11% |
| 에어버스 | lead3 | +34.8% | +3.9% | +30.5% | +15% | +18.3% | +4.8% |
| 달러 제너럴 | lead3 | +13% | +5.6% | -44.1% | -43.1% | +79.6% | +1.8% |
| 징둥닷컴(JD.com) | lead3 | -19.1% | -16.9% | -62.5% | +81.5% | -28.2% | -1.3% |
| 웰스파고 | lead3 | +61.1% | -11.9% | +22.9% | +46.5% | +35.6% | -1.9% |
| HCA 헬스케어 | lead3 | +57.6% | -5.6% | +13.8% | +11.8% | +56.7% | -2.9% |
| 레스메드 | lead3 | +23.4% | -19.5% | -16.5% | +34.2% | +6.3% | -4.4% |
| 태피스트리 | lead3 | +32.3% | -3.3% | +0.2% | +82.8% | +98.7% | -8.2% |
| 익스팬드 에너지 | lead3 | · | +62.3% | -14.8% | +33.2% | +14.4% | -9.7% |
| 베리스크 애널리틱스 | lead3 | +10.9% | -22.3% | +36.2% | +16% | -18.2% | -16.5% |
| 에코스타 | lead3 | +24.4% | -36.7% | -0.7% | +38.2% | +374.7% | -17.4% |
| 액센츄어 | lead3 | +60.7% | -34.8% | +33.6% | +1.9% | -22.6% | -20.5% |
| 이마트 | lead3 | -18.4% | -19.5% | -25.3% | -14.6% | +44.7% | -21.1% |
| McDonald's | lead3 | +27.8% | +0.5% | +15.1% | +0.1% | +7.9% | -21.5% |
| IBM | lead3 | +16.7% | +10.6% | +21.8% | +39.3% | +38.2% | -21.8% |
| 알리바바 | lead3 | -49% | -25.8% | -10.8% | +11.8% | +75.8% | -22% |
| 오티스 월드와이드 | lead3 | +30.4% | -8.8% | +16% | +5.2% | -4% | -23.2% |
| 기아 | lead3 | +3.1% | -13.8% | +54% | +3.7% | +60.1% | -26.9% |
| 인튜이트 | lead3 | +70.3% | -39.1% | +61.8% | +1.2% | +6.1% | -53.7% |
| 타깃 | lead2 | +32.9% | -34.2% | -1.4% | -2.3% | -24.5% | +72.9% |
| Snowflake | lead2 | +20.4% | -57.6% | +38.6% | -22.4% | +42.1% | +68.2% |
| Starbucks Corp | lead2 | +11.1% | -13.2% | -1.2% | -2.5% | -5.3% | +26.3% |
| 존슨 컨트롤스 | lead2 | +77.4% | -19.3% | -7.6% | +39.8% | +53% | +21.7% |
| 켄뷰 | lead2 | · | · | · | +3.1% | -15.9% | +12.4% |
| 로크웰 오토메이션 | lead2 | +41.2% | -24.8% | +22.6% | -6.2% | +38.4% | +12.3% |
| 일리노이 툴 웍스 | lead2 | +23.6% | -8.5% | +21.6% | -1% | -0.4% | +11% |
| Costco Wholesale | lead2 | +51.8% | -19% | +49% | +39.6% | -5.4% | +10.3% |
| 파커하니핀 | lead2 | +18.3% | -6.9% | +60.8% | +39.6% | +39.5% | +10.2% |
| 3M | lead2 | +4.9% | -29.6% | -3.3% | +46.1% | +26.4% | +6.8% |
| 크래프트 하인즈 | lead2 | +8% | +18.2% | -5% | -13% | -16.3% | +6.1% |
| Walmart Inc | lead2 | +2% | -0.5% | +12.9% | +74% | +24.5% | +0.6% |
| 랄프 로렌 | lead2 | +16.7% | -8.4% | +39.8% | +62.9% | +55% | -0.2% |
| 도버 | lead2 | +45.7% | -24.3% | +15.2% | +23.3% | +5.2% | -0.5% |
| 베랄토 | lead2 | · | · | · | +24.3% | -1.6% | -3.2% |
| 로퍼 테크놀로지스 | lead2 | +14.7% | -11.6% | +26.9% | -4.1% | -13.8% | -7.9% |
| ServiceNow | lead2 | +17.9% | -40.2% | +82% | +50.1% | -27.7% | -8% |
| 액손 엔터프라이즈 | lead2 | +28.1% | +5.7% | +55.7% | +130.1% | -4.4% | -9.2% |
| 스트라이커 | lead2 | +10.2% | -7.4% | +23.8% | +21.3% | -1.5% | -20.4% |
| 파이서브 | lead2 | -8.8% | -2.6% | +31.4% | +54.6% | -67.3% | -21.1% |
| 코그니전트 | lead2 | +9.6% | -34.5% | +34.4% | +3.5% | +9.7% | -23.6% |
| 어도비 | lead2 | +13.4% | -40.7% | +77.3% | -25.5% | -21.3% | -23.9% |
| T-모바일 | lead2 | -14% | +20.7% | +15% | +39.7% | -6.6% | -25.6% |
| 오토데스크 | lead2 | -7.9% | -33.5% | +30.3% | +21.4% | +0.1% | -26.4% |
| 보스턴 사이언티픽 | lead2 | +18.2% | +8.9% | +24.9% | +54.5% | +6.8% | -55.2% |
| Apple | lead1 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +18% |
| 마이크로소프트 | lead1 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | +4% |
| 테이크투 인터랙티브 | node | -14.5% | -41.4% | +54.6% | +14.4% | +39.1% | -16.6% |
| Apple | benef1 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +18% |
| 마이크로소프트 | benef1 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | +4% |
| Micron Technology | benef2 | +24.2% | -45.9% | +71.9% | -1% | +240.2% | +256.4% |
| Seagate | benef2 | +87.5% | -51.4% | +69.1% | +4.1% | +225.3% | +209.1% |
| AMD | benef2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +183.9% |
| Nebius | benef2 | · | · | · | · | +202.2% | +170.5% |
| Marvell | benef2 | +84.6% | -57.5% | +63.7% | +83.8% | -22.8% | +163.4% |
| Intel | benef2 | +6.1% | -46.6% | +94.6% | -59.6% | +84% | +159.6% |
| Western Digital | benef2 | +17.7% | -51.6% | +66% | +13.9% | +283.7% | +130.9% |
| Astera Labs | benef2 | · | · | · | · | +25.6% | +105.7% |
| ST마이크로일렉트로닉스 | benef2 | +32.4% | -26.8% | +41.7% | -49.7% | +5.3% | +102.2% |
| Wiwynn | benef2 | +24.7% | -22.3% | +206.4% | +3.5% | +64.4% | +92.3% |
| SK하이닉스 | benef2 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +85.3% |
| 후지쿠라 | benef2 | +25.7% | +64.5% | +29.2% | +425.4% | +216.9% | +67.4% |
| 교세라 | benef2 | +7.5% | -2.1% | +33.8% | -24% | +46.7% | +65.4% |
| 삼성전자 | benef2 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +63.8% |
| GE Vernova | benef2 | · | · | · | · | +99% | +54% |
| 텍사스인스트루먼트 | benef2 | +17.5% | -9.9% | +6.4% | +13.1% | -4.5% | +51.5% |
| Analog Devices | benef2 | +21% | -4.9% | +23.4% | +8.8% | +29.8% | +51.1% |
| TSMC | benef2 | +12.1% | -36.7% | +42.3% | +92.6% | +55.9% | +50.3% |
| Arista Networks | benef2 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +47.9% |
| 인피니언 | benef2 | +10.4% | -8.6% | +3.4% | -4% | +31% | +42.5% |
| Caterpillar | benef2 | +16% | +18.6% | +25.9% | +24.7% | +60.3% | +40.6% |
| 글로벌스타 | benef2 | +241.2% | +14.7% | +45.9% | +6.7% | +96.6% | +37.3% |
| Ciena | benef2 | +45.6% | -33.8% | -11.7% | +88.4% | +175.8% | +37.3% |
| Equinix | benef2 | +20.3% | -21.1% | +25.4% | +19.5% | -16.9% | +37.3% |
| 자빌 | benef2 | +66.4% | -2.5% | +87.4% | +13.3% | +58.7% | +36.3% |
| Eaton | benef2 | +46.7% | -7.2% | +56.2% | +39.5% | -2.8% | +36% |
| 페가트론 | benef2 | -5.9% | +0.6% | +35.3% | +21.2% | -23.8% | +34.5% |
| Digital Realty | benef2 | +30.7% | -41% | +39.9% | +35.9% | -10.1% | +23.4% |
| 앰코테크놀로지 | benef2 | +65.6% | -2.3% | +40.3% | -20.8% | +55.9% | +21.6% |
| Quanta | benef2 | +22.2% | -12.8% | +254.5% | +12.7% | +8.9% | +21.2% |
| 스카이웍스 솔루션스 | benef2 | +2.7% | -39.9% | +26.5% | -18.9% | -25.5% | +19.2% |
| 크레도 | benef2 | · | · | +46.3% | +245.2% | +114.1% | +18.5% |
| ABB | benef2 | +23.9% | +7.3% | +18.9% | +39% | +36.1% | +18.4% |
| IREN | benef2 | · | -92.3% | +472% | +37.3% | +284.6% | +18.3% |
| Foxconn | benef2 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +16.3% |
| CoreWeave | benef2 | · | · | · | · | · | +14.6% |
| Schneider Electric | benef2 | +25.9% | +1.6% | +25.8% | +36.1% | +0.5% | +11.7% |
| 소니 반도체 | benef2 | +27.2% | -8.4% | +27.8% | +17.9% | +1% | +11.4% |
| Cummins | benef2 | -1.7% | +14.1% | +1.7% | +48.9% | +49.4% | +11% |
| 오토매틱 데이터 프로세싱 | benef2 | +42.6% | -1.3% | -0.2% | +28.4% | -10.2% | +9.6% |
| 3M | benef2 | +4.9% | -29.6% | -3.3% | +46.1% | +26.4% | +6.8% |
| NXP반도체 | benef2 | +44.8% | -29.2% | +48.4% | -8% | +6.4% | +5.9% |
| 익스피디아 그룹 | benef2 | +36.5% | -51.5% | +73.3% | +22.8% | +53.3% | +5.8% |
| Broadcom | benef2 | +56.5% | -13.3% | +104.2% | +110.5% | +50.6% | +5% |
| WEC 에너지 그룹 | benef2 | +8.7% | -0.5% | -7% | +16.1% | +16% | +3.1% |
| BlackRock | benef2 | +29.4% | -20.4% | +17.9% | +29.3% | +6.6% | +2.8% |
| Berkshire Hathaway | benef2 | +29% | +3.3% | +15.5% | +27.1% | +10.9% | +0.7% |
| Qualcomm | benef2 | +22.3% | -38.6% | +35.1% | +8.3% | +13.8% | +0.2% |
| 순위광학(써니옵티컬) | benef2 | -1.5% | -46.8% | -54.4% | +46% | -8.9% | -1.9% |
| Luxshare | benef2 | -11.9% | -30.2% | -21.2% | +58.8% | +29.3% | -7.4% |
| Brookfield | benef2 | · | · | +45.6% | +39.7% | -0.2% | -9.7% |
| IonQ | benef2 | · | -79.3% | +259.1% | +237.1% | +7.4% | -11.9% |
| Constellation Energy | benef2 | · | · | +37.2% | +92.7% | +58.8% | -15.3% |
| 알리바바 | benef2 | -49% | -25.8% | -10.8% | +11.8% | +75.8% | -22% |
| BYD일렉트로닉스 | benef2 | -56.1% | +16% | -0.4% | +60.6% | -19.4% | -24.1% |
| 라스베이거스 샌즈 | benef2 | -36.8% | +27.7% | +3.1% | +6.2% | +29.5% | -30.6% |
| 주성엔지니어링 | benef3 | +127.9% | -42.6% | +173.3% | -3.1% | +30.7% | +546.9% |
| Soitec | benef3 | -3.7% | -13.4% | -2.3% | -37.4% | -68.9% | +507% |
| AT&S | benef3 | +57.5% | -22% | -27.6% | -41.3% | +188.9% | +464.3% |
| 삼성전기 | benef3 | -11.8% | -18.5% | -1.4% | -2.5% | +110% | +402.2% |
| Dell | benef3 | +51.2% | -26.6% | +95.9% | +53% | +11.2% | +320.2% |
| 유니마이크론 | benef3 | +133.5% | -30.2% | +35.2% | -19.7% | +175.7% | +236.2% |
| UMC | benef3 | +43.2% | -40.3% | +39.2% | -19% | +28.8% | +197.3% |
| ASE테크놀로지 | benef3 | +38.3% | -12.8% | +60.9% | +10.1% | +65.6% | +191.3% |
| Bloom Energy | benef3 | -23.5% | -12.8% | -22.6% | +50.1% | +291.2% | +191% |
| 심텍 | benef3 | +119.6% | -34.6% | +12.4% | -63.3% | +392.9% | +185.6% |
| 마라톤 페트롤리엄 | benef3 | +61% | +86.6% | +30.5% | -4.1% | +19.2% | +183% |
| 미디어텍 | benef3 | +27.8% | -26.6% | +52.9% | +58.3% | +24.9% | +168.1% |
| FormFactor | benef3 | +6.3% | -51.4% | +87.6% | +5.5% | +26.8% | +150.4% |
| Ibiden | benef3 | +30.4% | -19.6% | +51.6% | -38.6% | +261% | +149.3% |
| Arm Holdings | benef3 | · | · | · | +64.2% | -11.4% | +143.6% |
| LG이노텍 | benef3 | +78.2% | -22% | -28.8% | -22.1% | +66.8% | +134.8% |
| Murata | benef3 | -14% | -11.7% | +24.7% | -16.5% | +29.9% | +131.5% |
| Global Unichip | benef3 | +21.4% | +67.6% | +99.4% | -13.7% | +101.4% | +122.8% |
| 코후 | benef3 | -0.2% | -15.9% | +10.4% | -24.6% | -12.8% | +118% |
| 섬코 | benef3 | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +112.8% |
| 피에스케이 | benef3 | +22.7% | -19.6% | +14.2% | -2.6% | +228.2% | +105.7% |
| Kulicke & Soffa | benef3 | +92.4% | -25.8% | +25.5% | -13.2% | -0.3% | +103.5% |
| GlobalWafers | benef3 | +26.9% | -29.9% | +14.3% | -39% | +48.9% | +98.1% |
| 어플라이드 머티어리얼즈 | benef3 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +98% |
| Resonac | benef3 | -2.6% | -4% | +37.5% | +30.3% | +137.9% | +96.4% |
| 램리서치 | benef3 | +53.7% | -40.7% | +88.6% | -6.8% | +139.2% | +86.8% |
| Onto Innovation | benef3 | +112.9% | -32.7% | +124.6% | +9% | -5.3% | +86.6% |
| Teradyne | benef3 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +84.6% |
| SK스퀘어 | benef3 | · | -33.9% | +42.8% | +81.3% | +505.7% | +82.9% |
| ACM Research | benef3 | +4.9% | -72.9% | +153.4% | -22.7% | +161.3% | +80.9% |
| 네패스 | benef3 | -29.5% | -44% | +6.7% | -62.7% | +179.2% | +73.9% |
| Vertiv | benef3 | +33.8% | -45.3% | +251.8% | +136.8% | +42.8% | +73.2% |
| Entegris | benef3 | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +65.1% |
| 울프스피드 | benef3 | · | · | · | · | · | +62.8% |
| Delta Electronics | benef3 | -3.4% | +10.4% | -0.3% | +59.2% | +183.8% | +61.9% |
| 기가바이트 | benef3 | +82.3% | -3.4% | +173.2% | -15.9% | -4.7% | +61.6% |
| ASML | benef3 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +61.1% |
| Keysight | benef3 | +56.3% | -17.2% | -7% | +1% | +26.5% | +61% |
| 타가 리소시스 | benef3 | +100.1% | +43.7% | +21% | +110.1% | +5.7% | +59.5% |
| 대덕전자 | benef3 | +64.2% | -0.3% | +13.3% | -22.7% | +250.2% | +58.1% |
| 도쿄일렉트론 | benef3 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +57.4% |
| 삼성E&A | benef3 | +74.5% | +20% | -13.7% | -15.9% | +76.7% | +56.7% |
| 유진테크 | benef3 | +28.1% | -45.1% | +64.1% | -12.6% | +202.5% | +56.3% |
| 퀴니티 일렉트로닉스 | benef3 | · | · | · | · | · | +55.3% |
| 뉴코 | benef3 | +118.4% | +17.4% | +33.8% | -32% | +42% | +54.7% |
| ASMPT | benef3 | -29% | -12.4% | +21.8% | -4.8% | +47.6% | +54.5% |
| Monolithic Power | benef3 | +35.5% | -27.8% | +79.8% | -5.6% | +54.5% | +53.7% |
| KLA | benef3 | +68% | -11.2% | +56% | +9.4% | +94.5% | +53.3% |
| MDA 스페이스 | benef3 | · | -32.6% | +80% | +156.3% | -9.8% | +50.8% |
| 옥시덴탈 페트롤리엄 | benef3 | +67.7% | +119.1% | -4.1% | -15.9% | -14.9% | +48.2% |
| 후성 | benef3 | +59.9% | -33.5% | -34.5% | -39.1% | +67.4% | +47.6% |
| 케이씨텍 | benef3 | -24.2% | -6.1% | +57.9% | +5.9% | +56.7% | +45.5% |
| Sumitomo Electric | benef3 | +11.4% | +6.3% | +30.8% | +52.9% | +139% | +43.2% |
| Super Micro | benef3 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +43% |
| 이오테크닉스 | benef3 | +7.6% | -28.2% | +130.5% | -16.2% | +163.2% | +39.4% |
| HPSP | benef3 | · | · | +216.5% | -30.4% | +54.7% | +38.9% |
| Arteris | benef3 | · | -79.6% | +37% | +73% | +52.1% | +37.9% |
| Camtek | benef3 | +110.1% | -52.3% | +215.9% | +18.3% | +31.7% | +37% |
| JCET | benef3 | -34% | +0.2% | -15.2% | +73.3% | +28% | +36.3% |
| 하나마이크론 | benef3 | +109% | -41% | +143.5% | -52.4% | +269.3% | +35.6% |
| SCREEN Holdings | benef3 | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +33.7% |
| 아이에스시 | benef3 | +43.2% | +14.2% | +116.5% | -11.9% | +126.8% | +32.3% |
| 소프트뱅크그룹 | benef3 | -37.8% | +23.7% | +6% | +46.4% | +81.5% | +31.6% |
| 유나이티드 렌탈스 | benef3 | +43.3% | +7% | +63.6% | +24% | +15.9% | +31.3% |
| 알트리아 | benef3 | +24.2% | +4.4% | -3.7% | +40.8% | +18.2% | +30.3% |
| Kokusai Electric | benef3 | · | · | · | -35.4% | +165.3% | +30.1% |
| Advantest | benef3 | +17% | -2.3% | +155.7% | +49.5% | +196% | +29.9% |
| Amphenol | benef3 | +34.9% | -12% | +31.5% | +41.3% | +96.1% | +29.8% |
| 글로벌파운드리 | benef3 | · | -17.1% | +12.5% | -29.2% | -18.6% | +29.7% |
| Tokyo Ohka Kogyo | benef3 | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +28.7% |
| 로스 스토어스 | benef3 | -6% | +2.9% | +20.6% | +10.4% | +20.4% | +28.6% |
| 한미반도체 | benef3 | +98.5% | -21.7% | +313.1% | +93.7% | +87.9% | +26.9% |
| 원오크 | benef3 | +64.7% | +18.9% | +13.2% | +50.1% | -22.9% | +26.8% |
| 스미토모화학 | benef3 | +19.6% | -9.1% | -27.7% | -2.2% | +43.9% | +25.3% |
| ASM International | benef3 | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +25% |
| 에어프로덕츠 | benef3 | +13.8% | +3.9% | -9% | +8.1% | -12.7% | +24.4% |
| 파워텍 (PTI) | benef3 | +4.8% | -7.5% | +86% | -16% | +128.6% | +23.6% |
| Fujimi | benef3 | +64.7% | -1.6% | +40.4% | -24.2% | +28.4% | +23.4% |
| NVIDIA | benef3 | +125.5% | -50.3% | +239% | +171.2% | +38.9% | +23.2% |
| 유나이티드헬스 그룹 | benef3 | +45.2% | +6.9% | +0.8% | -2.4% | -33.1% | +21.9% |
| 베리사인 | benef3 | +17.3% | -19.1% | +0.3% | +0.5% | +18.4% | +21.3% |
| Air Liquide | benef3 | +14.3% | +8.1% | +21.1% | +8.7% | -4.6% | +20.7% |
| 엘레반스 헬스 | benef3 | +46.1% | +11.8% | -6.9% | -20.7% | -3.1% | +17.4% |
| 올드 도미니언 | benef3 | +84.1% | -20.5% | +43.5% | -12.5% | -10.5% | +16.5% |
| 미쓰비시상사 | benef3 | +52.5% | +15.9% | +84.1% | -0.3% | +70.2% | +14.7% |
| Linde | benef3 | +33.4% | -4.4% | +27.7% | +3.2% | +3.2% | +14.6% |
| 인사이트 | benef3 | -15.6% | +9.4% | -21.8% | +10% | +43% | +14.2% |
| 신에쓰화학 | benef3 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +13.8% |
| Cadence Design Systems | benef3 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +12.9% |
| Merck KGaA | benef3 | +42.2% | -0.4% | -19.1% | -2.5% | -12.7% | +12% |
| 아마존 | benef3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +12% |
| 이토추상사 | benef3 | +25.6% | +17.9% | +66.6% | +9.1% | +40.8% | +11.6% |
| 처브 | benef3 | +27.8% | +16% | +4.2% | +23.9% | +13.7% | +10.3% |
| 아메리칸 워터 웍스 | benef3 | +24.8% | -17.9% | -11.7% | -3.5% | +7.4% | +10.1% |
| BESI | benef3 | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +9.8% |
| 메리어트 인터내셔널 | benef3 | +25.3% | -9.3% | +53.1% | +24.9% | +12.3% | +9.1% |
| Synopsys | benef3 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | +8.6% |
| KYEC | benef3 | +26.7% | -7.7% | +132.4% | +38.6% | +171% | +8.4% |
| 알파벳 (구글) | benef3 | +65.3% | -39.1% | +58.3% | +36% | +66% | +8.3% |
| 돗판인쇄 | benef3 | +49.3% | -2.1% | +99.1% | +8.1% | +10.7% | +7.2% |
| NextEra Energy | benef3 | +23.4% | -8.5% | -25.3% | +21.5% | +15.5% | +6.2% |
| 크래프트 하인즈 | benef3 | +8% | +18.2% | -5% | -13% | -16.3% | +6.1% |
| 르그랑 | benef3 | +20.3% | -7.1% | +12.8% | +11.9% | +39.3% | +6.1% |
| Core Scientific | benef3 | · | · | · | · | +3.6% | +5.8% |
| 에드워즈 라이프사이언스 | benef3 | +42% | -42.4% | +2.2% | -2.9% | +15.2% | +5.5% |
| 듀크 에너지 | benef3 | +19.1% | +2% | -1.6% | +15.6% | +12.7% | +5.3% |
| 허벨 | benef3 | +35.6% | +15.1% | +42.4% | +28.9% | +7.4% | +4.7% |
| 퍼스트에너지 | benef3 | +41.8% | +4.8% | -8.9% | +13.2% | +17.3% | +3.5% |
| Montage Technology | benef3 | -18.2% | -21.8% | -18% | +51.4% | +169% | +3.4% |
| Ebara | benef3 | +58.1% | +2.3% | +76.1% | +41% | +84% | +3.3% |
| Siemens Energy | benef3 | -35.4% | -2.7% | -27% | +314.2% | +149.9% | +1.8% |
| 스페이스X | benef3 | · | · | · | · | · | +0.7% |
| 원익IPS | benef3 | -19.7% | -19.8% | -0.2% | -25.5% | +408.8% | +0.3% |
| 유니테스트 | benef3 | +23.4% | -57.8% | +11.3% | -1.6% | +6.8% | +0.2% |
| 랄프 로렌 | benef3 | +16.7% | -8.4% | +39.8% | +62.9% | +55% | -0.2% |
| 에디슨 인터내셔널 | benef3 | +13.6% | -2.6% | +17.4% | +15.2% | -20.4% | -1.7% |
| 니콘 | benef3 | +46.2% | +10.9% | +23.1% | +13.7% | +19.7% | -2.4% |
| 호야 | benef3 | +10.8% | -3% | +34.4% | +11.3% | +24.9% | -2.5% |
| TE Connectivity | benef3 | +35.1% | -27.7% | +24.6% | +3.5% | +61.1% | -3% |
| Cameco | benef3 | +63.2% | +4.3% | +90.5% | +19.5% | +78.4% | -3.7% |
| 하나머티리얼즈 | benef3 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -4% |
| FANUC | benef3 | -16.5% | +4.4% | -8.1% | +15.6% | +37.7% | -4.5% |
| 퍼블릭 서비스 엔터프라이즈 그룹 | benef3 | +18.3% | -5.1% | +3.6% | +42.6% | -1.9% | -6.7% |
| Lasertec | benef3 | +78.9% | +2.4% | +57% | -60.6% | +138.9% | -8.5% |
| 워크데이 | benef3 | +14% | -38.7% | +65% | -6.5% | -16.8% | -8.8% |
| Photronics | benef3 | +68.9% | -10.7% | +86.4% | -24.9% | +35.8% | -9% |
| 코보 | benef3 | -5.9% | -42% | +24.2% | +11.4% | · | -9% |
| 원익QnC | benef3 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | -9.6% |
| Phison | benef3 | +26.8% | -10.7% | +45.1% | -6.7% | +418.3% | -12.8% |
| 세일즈포스 | benef3 | +14.2% | -47.8% | +98.5% | +27.8% | -20.2% | -12.9% |
| 파크시스템스 | benef3 | +25.1% | +1.6% | +41.6% | +37.3% | +28.9% | -13.5% |
| 이엔에프테크놀로지 | benef3 | -32.9% | -23.6% | +1.3% | -16.1% | +204.6% | -14.1% |
| 아메리칸 익스프레스 | benef3 | +36.9% | -8.5% | +28.7% | +60.3% | +26% | -15.8% |
| 리노공업 | benef3 | +21% | -5.3% | +18.3% | +9.5% | +150.1% | -17% |
| 디스코 | benef3 | -6.6% | +27.7% | +218.5% | +11.6% | +49.6% | -17.3% |
| Mobileye | benef3 | · | · | +23.6% | -54% | -47.6% | -18% |
| LG디스플레이 | benef3 | -6.8% | -30.9% | -8.5% | -20.6% | +26.2% | -21.8% |
| 카니발 | benef3 | -7.1% | -59.9% | +130% | +34.4% | +22.6% | -21.8% |
| BYD | benef3 | -6.5% | +10.5% | -28.5% | +58.9% | +8.7% | -22.3% |
| SMIC | benef3 | -29.6% | -7.4% | -18.3% | +169.9% | +98.4% | -23.5% |
| Blackstone | benef3 | +107.1% | -40% | +82.7% | +35.1% | -7.8% | -23.5% |
| Oracle | benef3 | +36.9% | -4.6% | +30.9% | +60% | +18.1% | -26.5% |
| 샌즈차이나 | benef3 | -30.3% | +36.3% | -30% | -9.3% | -5.8% | -27.7% |
| 동진쎄미켐 | benef3 | +28.1% | -13.7% | +16.1% | -42.8% | +160.1% | -28.1% |
| SFA반도체 | benef3 | -5.8% | -34.1% | +48.7% | -48.7% | +139.8% | -28.4% |
| HD Hyundai Electric | benef3 | +4.2% | +132.5% | +159.4% | +300.5% | +120.2% | -31.3% |
| Rigetti Computing | benef3 | · | -92.9% | +35.1% | +1449.2% | +45.2% | -31.4% |
| 솔브레인 | benef3 | -8.2% | -3.9% | +16.6% | -37.6% | +192.8% | -33.1% |
| 에코프로에이치엔 | benef3 | · | +4.6% | +17% | -47.7% | +38% | -38.7% |
| UBTech | benef3 | · | · | · | -21.6% | +95.4% | -38.8% |
| 조에티스 | benef3 | +48.3% | -39.5% | +35.9% | -16.6% | -21.8% | -39.6% |
| 에스앤에스텍 | benef3 | -17.3% | -5% | +45.8% | -31.2% | +210.8% | -42.1% |
| Oklo | benef3 | · | +0.7% | +6.5% | +101% | +238% | -42.5% |
| D-Wave Quantum | benef3 | · | -85.3% | -38.9% | +854.5% | +211.3% | -44.3% |

게임 IP·플랫폼 퍼블리셔. 2025년 +39.1% 뒤 2026년 -16.1%로 조정됐다. 공급단(평균 +11%)이 본주(-16.1%)보다 세게 움직였다. 공급 병목 국면의 전형으로, 본주 마진보다 공급사 물량 레버리지가 먼저 반영되고 있다는 신호다. 연결 노드 중 가장 앞선 곳은 애플(+18%), 가장 처진 곳은 마이크로소프트(+4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다. (analysis as of 2026-09-04)

## Money in · revenue from (2)
### Apple (high)  → /apple.md
- metric: 매출 비중 10 percent · FY2026 · Apple 고객 매출이 FY2026 총매출에서 차지한 최소 비중
- note: App Store는 테이크투 모바일 게임의 핵심 유통·결제 채널이다. FY2026 Apple은 개별적으로 총매출의 10%를 넘긴 고객이었다.
- [confirms] SEC EDGAR (EN, filing, published 2026-05-22) https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm: "Apple은 FY2026 총매출의 10%를 넘긴 고객으로 공시됐다."

### 마이크로소프트 (high)  → /microsoft.md
- metric: 매출 비중 10 percent · FY2026 · Microsoft 고객 매출이 FY2026 총매출에서 차지한 최소 비중
- note: Xbox Live와 Xbox 콘솔은 테이크투 게임의 주요 디지털 유통·판매 채널이다. FY2026 Microsoft는 개별적으로 총매출의 10%를 넘긴 고객이었다.
- [confirms] FactorsToday (EN, analysis, published 2026-08-21) https://www.factorstoday.com/research/TTWO: "분석은 Microsoft를 FY2026 매출의 10%를 넘긴 플랫폼 고객으로 재확인했다."
- [confirms] SEC EDGAR (EN, filing, published 2026-05-22) https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm: "Microsoft는 FY2026 총매출의 10%를 넘긴 고객으로 공시됐다."
- [mentions] 키움증권 리서치센터 (KO, research, published 2026-03-03) https://bbn.kiwoom.com/rfCC1395: "PS5와 Xbox X/S의 누적 합산 판매량은 2026년 말까지 1.4억 대로 증가할 것으로 전망했다."

## Money out · pays to (2)
### Apple (high)  → /apple.md
- note: 테이크투는 App Store에서 발생하는 모바일 플랫폼 수수료를 매출원가로 처리한다. Apple에 지급한 개별 금액은 공개하지 않았다.
- [confirms] SEC EDGAR (EN, filing, published 2026-05-22) https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm: "Apple·Google 플랫폼 수수료는 발생 시 매출원가로 인식한다."

### 마이크로소프트 (high)  → /microsoft.md
- note: Xbox 퍼블리셔 계약에 따라 테이크투는 제조 수량 또는 디지털 다운로드 매출을 기준으로 Microsoft에 로열티를 지급한다. 개별 지급액은 공개하지 않았다.
- [confirms] SEC EDGAR (EN, filing, published 2026-05-22) https://www.sec.gov/Archives/edgar/data/946581/000162828026037434/ttwo-20260331.htm: "Xbox 계약은 테이크투가 Microsoft에 로열티를 지급하도록 규정한다."

## Investments (1)
### Gearbox Entertainment Company (high)
- metric: 금액 $410M · acquisition completed 2024-06-11 · Gearbox 지분 100% 인수의 인수일 기준 대가 공정가치
- note: 테이크투는 2024년 6월 Gearbox 지분 100% 인수를 완료해 Borderlands 등 IP와 콘솔·PC 개발 역량을 내부화했다. 최종 인수일 기준 대가의 공정가치는 4억1,040만달러였다.
- [confirms] SEC EDGAR (EN, filing, published 2025-05-20) https://www.sec.gov/Archives/edgar/data/946581/000162828025026694/ttwo-20250331.htm: "Gearbox 인수일 기준 대가의 공정가치는 총 4억1,040만달러였다."

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

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