# 알칩 (3661.TW)
> 하이퍼스케일러용 AI 커스텀 ASIC 설계·생산관리 서비스. TSMC OIP 3DFabric 창립멤버로 선단 공정에서만 운영. 아마존·구글 등 자체 AI칩 수요로 급성장.
Canonical: https://valuechain.wiki/alchip · Updated: 2026-06-21T15:26:44.999+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: AI 커스텀 ASIC 설계 서비스
- 사업부문: AI 커스텀 ASIC 설계 서비스

## Annual stock return (as of 2026-06-18)
- 2021: +14.3%
- 2022: -8.7%
- 2023: +365.1%
- 2024: -18.9%
- 2025: +0.8%
- 2026 YTD: +40.2%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-18)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 알파벳 (구글) | lead1 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| 아마존 | lead1 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| 알칩 | node | +14.3% | -8.7% | +365.1% | -18.9% | +0.8% | +40.2% |
| Arm Holdings | benef1 | · | · | · | +64.2% | -11.4% | +302% |
| TSMC | benef1 | +12.1% | -36.8% | +42.5% | +92.9% | +56% | +53.3% |
| 섬코 | benef2 | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +163.6% |
| 어플라이드 머티어리얼즈 | benef2 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +140.7% |
| 램리서치 | benef2 | +53.7% | -40.8% | +88.8% | -6.9% | +139.5% | +128.1% |
| Teradyne | benef2 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +126.4% |
| GlobalWafers | benef2 | +27.3% | -30.3% | +14.4% | -38.9% | +51% | +123.3% |
| KLA | benef2 | +68% | -11.2% | +56% | +9.4% | +94.5% | +114.2% |
| Entegris | benef2 | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +112.5% |
| Onto Innovation | benef2 | +112.9% | -32.7% | +124.6% | +9% | -5.3% | +111.4% |
| Resonac | benef2 | -2.6% | -4% | +37.5% | +30.3% | +137.9% | +105.5% |
| BESI | benef2 | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +89.5% |
| 도쿄일렉트론 | benef2 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +84.1% |
| ASML | benef2 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +81% |
| SCREEN Holdings | benef2 | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +71.9% |
| Tokyo Ohka Kogyo | benef2 | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +52.9% |
| Lasertec | benef2 | +78.9% | +2.4% | +57% | -60.6% | +138.9% | +51.4% |
| ASM International | benef2 | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +50.8% |
| 신에쓰화학 | benef2 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +43.8% |
| 디스코 | benef2 | -6.6% | +27.7% | +218.5% | +11.6% | +49.6% | +29% |
| Advantest | benef2 | +17% | -2.3% | +155.7% | +49.5% | +196% | +24.6% |
| Cadence Design Systems | benef2 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +23.9% |
| HPSP | benef2 | · | · | +216.5% | -30.4% | +54.7% | +21.7% |
| Synopsys | benef2 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -3% |
| 리노공업 | benef2 | +21% | -5.3% | +18.3% | +9.5% | +150.1% | -12.6% |
| MKS Instruments | benef3 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +154.7% |
| 원익QnC | benef3 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +25.1% |
| 티씨케이 | benef3 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | +8.6% |
| 하나머티리얼즈 | benef3 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -3.6% |

## Money in · revenue from (3)
### 아마존 (high)  → /amazon.md
- note: 아마존에 AI 커스텀 ASIC 설계·생산 공급.
- [confirms] SemiWiki (EN, analysis, published 2026-02-01) https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/: "아마존에 AI 커스텀 ASIC 설계·생산 공급."
- [confirms] 지디넷코리아 (KO, news, published 2025-06-01) https://zdnet.co.kr/view/?no=20260620160653: "AI 커스텀 ASIC·후공정 수요 확산"
- [confirms] 회사 IR/거래소 공시 (EN, filing, published 2025-04-01) https://www.alchip.com/en/Investors/Financial_Information: "연차보고서: 매출·고객·사업."
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "아마존에 AI 커스텀 ASIC 설계·생산 공급."

### 알파벳 (구글) (mid)  → /alphabet.md
- note: 알파벳 (구글)에 AI 커스텀 ASIC 설계·생산 공급.
- [confirms] SemiWiki (EN, analysis, published 2026-02-01) https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/: "알파벳 (구글)에 AI 커스텀 ASIC 설계·생산 공급."
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "알파벳 (구글)에 AI 커스텀 ASIC 설계·생산 공급."

### AI·HPC 커스텀칩 고객 (비공개) (mid)
- note: AI 커스텀 ASIC 설계·생산을(를) AI·HPC 커스텀칩 고객에 공급.
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "AI 커스텀 ASIC 설계·생산을(를) AI·HPC 커스텀칩 고객에 공급."

## Money out · pays to (6)
### TSMC (high)  → /tsmc.md
- note: TSMC에서 파운드리·IP 매입.
- [confirms] SemiWiki (EN, analysis, published 2026-02-01) https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/: "TSMC에서 파운드리·IP 매입."
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "TSMC에서 파운드리·IP 매입."

### Synopsys (high)  → /synopsys.md
- note: Synopsys EDA 툴·IP 라이선스 지급.
- [confirms] SEC EDGAR (EN, filing, published 2025-12-22) https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm: "알칩가 Synopsys EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "알칩가 Synopsys EDA 툴·IP 라이선스로 칩 설계."

### Cadence Design Systems (high)  → /cadence.md
- note: Cadence Design Systems EDA 툴·IP 라이선스 지급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "알칩가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."
- [confirms] SemiAnalysis (EN, research, published 2025-09-01) https://newsletter.semianalysis.com/p/eda-market-primer: "알칩가 Cadence Design Systems EDA 툴·IP 라이선스로 칩 설계."

### Arm Holdings (mid)  → /arm.md
- note: Arm Holdings에서 파운드리·IP 매입.
- [confirms] SemiWiki (EN, analysis, published 2026-02-01) https://semiwiki.com/forum/threads/alchip-technologies-reports-q4-and-2025-fy-financial-results.24811/: "Arm Holdings에서 파운드리·IP 매입."
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "Arm Holdings에서 파운드리·IP 매입."

### 부품·소재·R&D (비공개) (low)
- note: 제조용 부품·소재·R&D(비공개).
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "제조용 부품·소재·R&D(비공개)."

### 설비·인프라 (비공개) (low)
- note: 설비·인프라 투자(비공개).
- [confirms] Alchip (EN, ir, published 2025-01-01) https://www.alchip.com/en/Newsroom/AI_Elevates_Production_Managements_Importance: "설비·인프라 투자(비공개)."

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