ASIC design service · TSMC affiliate

Global Unichip

The #1 ASIC design-service firm, with TSMC as largest shareholder (34.8%). 2025 revenue NT$34.1B (~$1.09B); Q4 led by 3nm ASIC volume for cloud (CSP) clients. TSMC is its sole foundry and closest partner. Holds HBM, UCIe and 3D-packaging IP. A key chokepoint for AI/HPC custom-chip design.

3443.TW Updated Jun 21, 2026

Annual return · 2026-06-18'21+21.4%'22+67.6%'23+99.4%'24-13.7%'25+101.4%YTD+86.3%

Money in ▸하이퍼스케일러·CSP (커스텀 ASIC)●Revenue ~$1.1BSK hynix◐

Global Unichip2025 revenue NT$34.1B

▸ Money outTSMC●Synopsys◐

Financials & Segments

Total revenue · 2025 revenue NT$34.1B (~$1.09B)
Customer concentration · TSMC 34.8% top holder/sole foundry; CSPs ~25% of revenue.
Segments · ASIC design service · Turnkey · IP

Revenue from

하이퍼스케일러·CSP (커스텀 ASIC) High confidence· Revenue ~$1.1B · 2025 · 2025 revenue NT$34.1B
Designs/turnkeys 3nm custom ASICs for cloud (CSP) clients (~25% of revenue).
Confirms EN GUC / TWSE Published Mar 1, 2026: "3nm ASIC volume for CSP clients drove 2025 revenue."
Confirms KO ETNews Published Apr 10, 2023: "3nm ASIC volume for CSP clients drove 2025 revenue."
SK hynix Medium confidence
ASIC design partner for SK hynix (e.g., NAND controllers).
Confirms KO KIPOST Published Jan 1, 2024: "SK hynix picked GUC as NAND-controller partner."

Pays to

TSMC High confidence
TSMC is sole foundry and 34.8% largest shareholder.
Confirms EN GUC / TWSE Published Mar 1, 2026: "TSMC owns 34.8%; sole foundry for GUC ASICs."
Confirms KO ETNews Published Apr 10, 2023: "TSMC owns 34.8%; sole foundry for GUC ASICs."
Synopsys Medium confidence
Designs ASICs on EDA tools/IP.
Confirms EN GUC / TWSE Published Mar 1, 2026: "GUC uses EDA tools/IP for ASIC design."

Value-chain ripple (tiers 2–3)

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

Company	Chain	'21	'22	'23	'24	'25	YTD
CoreWeave	lead3	·	·	·	·	·	+64.7
Arista Networks	lead3	+97.9	-15.6	+94.1	+87.7	+18.5	+29.5
Foxconn (Hon Hai)	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
Amazon	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
Meta Platforms	lead3	+23.1	-64.2	+194.1	+65.9	+13.1	-12.3
Microsoft	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
Alphabet (Google)	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
SK hynix	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
SUMCO Corporation	benef2	-4.3	-3.9	+21.3	-48.1	+41.7	+163.6
Applied Materials	benef2	+83.6	-37.5	+68	+1.1	+59.6	+140.7
Lam Research	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
Tokyo Electron (TEL)	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 (TOK)	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
Shin-Etsu Chemical	benef2	+6.3	+3.1	+57.8	-15.6	+7.6	+43.8
Disco Corporation	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
Leeno Industrial	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
Wonik QnC	benef3	+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 Materials	benef3	+106	-30.5	+26.1	-47.4	+173.9	-3.6

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

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