AI custom-ASIC design service

Alchip Technologies

AI custom-ASIC design and production-management services for hyperscalers; a founding member of TSMC’s OIP 3DFabric Alliance operating only at the leading edge. Growing on Amazon and Google custom-AI-chip demand.

3661.TW Updated Jun 21, 2026

Annual return · 2026-06-18'21+14.3%'22-8.7%'23+365.1%'24-18.9%'25+0.8%YTD+40.2%
Money in ▸Amazon●Alphabet (Google)◐AI·HPC 커스텀칩 고객 (비공개)◐
Alchip TechnologiesAI custom-ASIC design service
▸ Money outTSMC●Synopsys●Cadence Design Systems●Arm Holdings◐부품·소재·R&D (비공개)○설비·인프라 (비공개)○

Financials & Segments

  • Total revenue · AI custom-ASIC design service
  • Segments · AI custom-ASIC design service

Revenue from

  • Amazon High confidence
    Supplies AI custom-ASIC design/production to 아마존.
    Confirms EN SemiWiki Published Feb 1, 2026: "Supplies AI custom-ASIC design/production to 아마존."
    Confirms KO ZDNet Korea Published Jun 1, 2025: "AI custom-ASIC/back-end demand spreads"
    Confirms EN Company IR / exchange filing Published Apr 1, 2025: "Annual report: revenue, customers, business."
    Confirms EN Alchip Published Jan 1, 2025: "Supplies AI custom-ASIC design/production to 아마존."
  • Alphabet (Google) Medium confidence
    Supplies AI custom-ASIC design/production to 알파벳 (구글).
    Confirms EN SemiWiki Published Feb 1, 2026: "Supplies AI custom-ASIC design/production to 알파벳 (구글)."
    Confirms EN Alchip Published Jan 1, 2025: "Supplies AI custom-ASIC design/production to 알파벳 (구글)."
  • AI·HPC 커스텀칩 고객 (비공개) Medium confidence
    Supplies AI custom-ASIC design/production to AI·HPC 커스텀칩 고객.
    Confirms EN Alchip Published Jan 1, 2025: "Supplies AI custom-ASIC design/production to AI·HPC 커스텀칩 고객."

Pays to

  • TSMC High confidence
    Buys foundry and IP from TSMC.
    Confirms EN SemiWiki Published Feb 1, 2026: "Buys foundry and IP from TSMC."
    Confirms EN Alchip Published Jan 1, 2025: "Buys foundry and IP from TSMC."
  • Synopsys High confidence
    Pays for synopsys EDA tools and IP licenses.
    Confirms EN SEC EDGAR Published Dec 22, 2025: "alchip designs chips on synopsys EDA tools and IP."
    Confirms EN SemiAnalysis Published Sep 1, 2025: "alchip designs chips on synopsys EDA tools and IP."
  • Cadence Design Systems High confidence
    Pays for cadence EDA tools and IP licenses.
    Confirms EN SEC EDGAR Published Feb 19, 2026: "alchip designs chips on cadence EDA tools and IP."
    Confirms EN SemiAnalysis Published Sep 1, 2025: "alchip designs chips on cadence EDA tools and IP."
  • Arm Holdings Medium confidence
    Buys foundry and IP from Arm Holdings.
    Confirms EN SemiWiki Published Feb 1, 2026: "Buys foundry and IP from Arm Holdings."
    Confirms EN Alchip Published Jan 1, 2025: "Buys foundry and IP from Arm Holdings."
  • 부품·소재·R&D (비공개) Low confidence
    Parts, materials and R&D (undisclosed).
    Confirms EN Alchip Published Jan 1, 2025: "Parts, materials and R&D (undisclosed)."
  • 설비·인프라 (비공개) Low confidence
    Equipment and infrastructure (undisclosed).
    Confirms EN Alchip Published Jan 1, 2025: "Equipment and infrastructure (undisclosed)."

Value-chain ripple (tiers 2–3)

Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.

CompanyChain'21'22'23'24'25YTD
Alphabet (Google)lead1+65.3-39.1+58.3+35.8+66.1+17.8
Amazonlead1+2.4-49.6+80.9+44.4+5.2+5.9
Alchip Technologiesnode+14.3-8.7+365.1-18.9+0.8+40.2
Arm Holdingsbenef1···+64.2-11.4+302
TSMCbenef1+12.1-36.8+42.5+92.9+56+53.3
SUMCO Corporationbenef2-4.3-3.9+21.3-48.1+41.7+163.6
Applied Materialsbenef2+83.6-37.5+68+1.1+59.6+140.7
Lam Researchbenef2+53.7-40.8+88.8-6.9+139.5+128.1
Teradynebenef2+36.8-46.3+24.8+16.5+54.4+126.4
GlobalWafersbenef2+27.3-30.3+14.4-38.9+51+123.3
KLAbenef2+68-11.2+56+9.4+94.5+114.2
Entegrisbenef2+44.6-52.5+83.5-17.1-14.6+112.5
Onto Innovationbenef2+112.9-32.7+124.6+9-5.3+111.4
Resonacbenef2-2.6-4+37.5+30.3+137.9+105.5
BESIbenef2+33.7-6.1+121.8-9.3+35+89.5
Tokyo Electron (TEL)benef2+40.4-14.5+89.8-4.4+61.6+84.1
ASMLbenef2+64.1-30.5+39.9-7.7+55.8+81
SCREEN Holdingsbenef2+40.7-13.2+220.1-24.1+84.9+71.9
Tokyo Ohka Kogyo (TOK)benef2-2.7-3+63.8+4.3+111.5+52.9
Lasertecbenef2+78.9+2.4+57-60.6+138.9+51.4
ASM Internationalbenef2+44.2+2.9+68.7+10.3+25.9+50.8
Shin-Etsu Chemicalbenef2+6.3+3.1+57.8-15.6+7.6+43.8
Disco Corporationbenef2-6.6+27.7+218.5+11.6+49.6+29
Advantestbenef2+17-2.3+155.7+49.5+196+24.6
Cadence Design Systemsbenef2+36.6-13.8+69.6+10.3+4+23.9
HPSPbenef2··+216.5-30.4+54.7+21.7
Synopsysbenef2+42.1-13.4+61.3-5.7-3.2-3
Leeno Industrialbenef2+21-5.3+18.3+9.5+150.1-12.6
MKS Instrumentsbenef3+16.4-51+22.6+2.2+54.4+154.7
Wonik QnCbenef3+26.2+2+11.9-33.7+53.4+25.1
TCK (Tokai Carbon Korea)benef3-10.1-16.9+2.8-28.7+225.7+8.6
Hana Materialsbenef3+106-30.5+26.1-47.4+173.9-3.6

YTD as of 2026-06-18 · source: Yahoo Finance

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