# GlobalWafers (6488.TW)
> 대만 실리콘 웨이퍼 제조사로 300mm 세계 3위권(점유율 약 15%, 신에쓰·SUMCO 다음). 독일 실트로닉 인수는 독일정부 불허로 무산. TSMC·UMC·삼성·SK하이닉스·마이크론·인텔에 웨이퍼를 공급하며 미국·한국(천안) 증설 중.
Canonical: https://valuechain.wiki/globalwafers · Updated: 2026-06-21T08:23:34.783958+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 300mm 웨이퍼 세계 3위권(~15%)
- 고객 집중도: TSMC·UMC·삼성·SK·마이크론·인텔 공급. 실트로닉 인수 무산.
- 사업부문: 실리콘 웨이퍼 (300/200mm)(300mm 세계 ~15% (3위권))

## Money in · revenue from (6)
### TSMC (high)  → /tsmc.md
- metric: 점유율 15 · 2024 · 실리콘 웨이퍼 세계 점유율
- note: TSMC에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers / TWSE (EN, filing, published 2025-03-31) https://www.sas-globalwafers.com/en/investor/financial-information_en/: "年報: 실리콘 웨이퍼 매출·고객."
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### UMC (high)  → /umc.md
- note: UMC에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### 삼성전자 (high)  → /samsung-electronics.md
- note: Samsung Electronics에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### Micron Technology (mid)  → /micron.md
- note: Micron Technology에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### Intel (mid)  → /intel.md
- note: Intel에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: SK하이닉스에 300mm 실리콘 웨이퍼 공급.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

## Money out · pays to (2)
### 결정성장·연마 장비 (비공개) (low)
- note: 성장로·연마 장비 투자(비공개).
- [mentions] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 설비투자."

### 폴리실리콘·석영 도가니 (비공개) (low)
- note: 잉곳 성장용 폴리실리콘·도가니(비공개).
- [mentions] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 원재료."

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