# Global Unichip (3443.TW)
> TSMC가 최대주주(34.8%)인 ASIC 디자인 서비스 1위 기업. 2025년 매출 NT$341억(약 $10.9억), 4분기는 3나노 ASIC의 클라우드(CSP) 고객 양산이 견인. TSMC가 유일 파운드리이자 최측근 파트너. HBM·UCIe·3D 패키징 IP 보유. AI·HPC 커스텀 칩 설계의 핵심 길목.
Canonical: https://valuechain.wiki/global-unichip · Updated: 2026-06-21T15:59:17.098348+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 2025 매출 NT$341억 (~$1.09B)
- 고객 집중도: TSMC 34.8% 최대주주·유일 파운드리. CSP가 매출 ~25%.
- 사업부문: ASIC 디자인 서비스, 턴키 제조, IP

## Annual stock return (as of 2026-06-18)
- 2021: +21.4%
- 2022: +67.6%
- 2023: +99.4%
- 2024: -13.7%
- 2025: +101.4%
- 2026 YTD: +86.3%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-18)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| CoreWeave | lead3 | · | · | · | · | · | +64.7% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +29.5% |
| Foxconn | lead3 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| Apple | lead3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| 아마존 | lead3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| Super Micro | lead3 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +4.7% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | lead3 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -21.2% |
| Marvell | lead2 | +84.9% | -57.5% | +63.7% | +83.8% | -22.8% | +265.9% |
| AMD | lead2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +150.9% |
| Broadcom | lead2 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| 알파벳 (구글) | lead2 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| NVIDIA | lead2 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| SK하이닉스 | lead1 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +204.7% |
| Global Unichip | node | +21.4% | +67.6% | +99.4% | -13.7% | +101.4% | +86.3% |
| 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 (2)
### 하이퍼스케일러·CSP (커스텀 ASIC) (high)
- metric: 매출 ~$1.1B · 2025 · 2025 매출 NT$341억
- note: 클라우드(CSP)에 3나노 커스텀 ASIC 설계·턴키 공급(매출 ~25%).
- [confirms] GUC / TWSE (EN, filing, published 2026-03-01) https://www.guc-asic.com/en/about/us: "3나노 ASIC의 CSP 고객 양산이 2025 매출 견인."
- [confirms] 전자신문 (KO, news, published 2023-04-10) https://www.etnews.com/20230410000151: "3나노 ASIC의 CSP 고객 양산이 2025 매출 견인."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: SK하이닉스 낸드 컨트롤러 등 ASIC 설계 파트너.
- [confirms] 키포스트 (KO, news, published 2024-01-01) https://www.kipost.net/news/articleView.html?idxno=204840: "SK하이닉스가 낸드 컨트롤러 파트너로 GUC 낙점."

## Money out · pays to (2)
### TSMC (high)  → /tsmc.md
- note: TSMC가 유일 파운드리이자 34.8% 최대주주.
- [confirms] GUC / TWSE (EN, filing, published 2026-03-01) https://www.guc-asic.com/en/about/us: "TSMC 34.8% 지분, GUC ASIC의 유일 파운드리."
- [confirms] 전자신문 (KO, news, published 2023-04-10) https://www.etnews.com/20230410000151: "TSMC 34.8% 지분, GUC ASIC의 유일 파운드리."

### Synopsys (mid)  → /synopsys.md
- note: EDA 툴·IP 라이선스로 ASIC 설계.
- [confirms] GUC / TWSE (EN, filing, published 2026-03-01) https://www.guc-asic.com/en/about/us: "GUC ASIC 설계에 EDA 툴·IP 사용."

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