# Kulicke & Soffa (KLIC)
> 와이어 본딩 1위이자 TCB(열압착) 본더 주요 공급사. 800+ OSAT에 공급하며 AI·HPC 패키징 수요로 성장. ASE·앰코·ASMPT 등 후공정 고객.
Canonical: https://valuechain.wiki/kulicke-soffa · Updated: 2026-06-21T12:02:23.083725+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 와이어·TCB 본딩 장비
- 사업부문: 와이어·TCB 본딩 장비

## Annual stock return (as of 2026-06-18)
- 2021: +92.6%
- 2022: -25.9%
- 2023: +25.5%
- 2024: -13.3%
- 2025: -0.3%
- 2026 YTD: +170%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-18)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Marvell | lead3 | +84.9% | -57.5% | +63.7% | +83.8% | -22.8% | +265.9% |
| AMD | lead3 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +150.9% |
| Qualcomm | lead3 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| Broadcom | lead3 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| 알파벳 (구글) | lead3 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| NVIDIA | lead3 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| 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% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| Micron Technology | lead2 | +24.1% | -46% | +72.1% | -1% | +240.5% | +297.6% |
| SK하이닉스 | lead2 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +204.7% |
| 미디어텍 | lead2 | +27.8% | -26.6% | +49% | +59.1% | +25.1% | +154.3% |
| 삼성전자 | lead2 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +121% |
| NXP반도체 | lead2 | +44.8% | -29.4% | +48.4% | -8% | +6.4% | +45.7% |
| ASE테크놀로지 | lead1 | +38.3% | -12.8% | +60.9% | +10.1% | +65.6% | +151.9% |
| 앰코테크놀로지 | lead1 | +65.6% | -2.4% | +40.3% | -22% | +58.4% | +130.3% |
| ASMPT | lead1 | -29% | -12.4% | +21.8% | -4.8% | +47.6% | +102.3% |
| JCET | lead1 | -34% | +0.2% | -15.2% | +73.3% | +28% | +67.8% |
| 파워텍 (PTI) | lead1 | +4.8% | -7.5% | +86% | -16% | +128.6% | +43.1% |
| 하나마이크론 | lead1 | +109% | -41% | +143.5% | -52.4% | +269.3% | +29.8% |
| Kulicke & Soffa | node | +92.6% | -25.9% | +25.5% | -13.3% | -0.3% | +170% |

## Money in · revenue from (6)
### 앰코테크놀로지 (high)  → /amkor.md
- note: 앰코테크놀로지에 본딩 장비 공급.
- [confirms] Business Research Insights (EN, analysis, published 2025-01-01) https://www.businessresearchinsights.com/market-reports/tcb-bonder-market-100089: "앰코테크놀로지에 본딩 장비 공급."
- [confirms] SEC EDGAR (EN, filing, published 2024-11-14) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K: "앰코테크놀로지에 본딩 장비 공급."

### ASE테크놀로지 (high)  → /ase.md
- note: ASE테크놀로지에 본딩 장비 공급.
- [confirms] Business Research Insights (EN, analysis, published 2025-01-01) https://www.businessresearchinsights.com/market-reports/tcb-bonder-market-100089: "ASE테크놀로지에 본딩 장비 공급."
- [confirms] SEC EDGAR (EN, filing, published 2024-11-14) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K: "ASE테크놀로지에 본딩 장비 공급."

### JCET (mid)  → /jcet.md
- note: JCET에 본딩·테스트 장비 공급.
- [confirms] 트렌드포스 (EN, analysis, published 2025-05-13) https://www.trendforce.com/presscenter/news/20250513-12577.html: "JCET에 본딩·테스트 장비 공급."
- [confirms] JCET (EN, ir, published 2025-05-01) https://www.jcetglobal.com/en/: "JCET에 본딩·테스트 장비 공급."

### 하나마이크론 (low)  → /hana-micron.md
- note: 하나마이크론에 본딩·테스트 장비 공급.
- [confirms] 다음/뉴스 (KO, news, published 2026-06-17) https://v.daum.net/v/20260617203416105: "하나마이크론에 본딩·테스트 장비 공급."
- [confirms] 하나마이크론 (EN, ir, published 2025-05-01) https://www.hanamicron.co.kr/eng/: "하나마이크론에 본딩·테스트 장비 공급."

### ASMPT (low)  → /asmpt.md
- note: ASMPT에 본딩 장비 공급.
- [confirms] Business Research Insights (EN, analysis, published 2025-01-01) https://www.businessresearchinsights.com/market-reports/tcb-bonder-market-100089: "ASMPT에 본딩 장비 공급."
- [confirms] SEC EDGAR (EN, filing, published 2024-11-14) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K: "ASMPT에 본딩 장비 공급."

### 파워텍 (PTI) (low)  → /powertech.md
- note: 파워텍 (PTI)에 테스트·본딩 장비 공급.
- [confirms] 트렌드포스 (EN, analysis, published 2025-05-13) https://www.trendforce.com/presscenter/news/20250513-12577.html: "파워텍 (PTI)에 테스트·본딩 장비 공급."
- [confirms] 파워텍 (EN, ir, published 2025-05-01) https://www.pti.com.tw/en/: "파워텍 (PTI)에 테스트·본딩 장비 공급."

## Money out · pays to (2)
### 설비·인프라 (비공개) (low)
- note: 생산 설비·인프라 투자(비공개).
- [confirms] SEC EDGAR (EN, filing, published 2024-11-14) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K: "생산 설비·인프라 투자(비공개)."

### 부품·소재·R&D (비공개) (low)
- note: 본딩 장비 제조용 부품·소재·R&D(비공개).
- [confirms] SEC EDGAR (EN, filing, published 2024-11-14) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=KLIC&type=10-K: "본딩 장비 제조용 부품·소재·R&D(비공개)."

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