# KYEC (2449.TW)
> 세계 최대 순수 반도체 테스트 전문기업(테스트 매출 2위). 웨이퍼 프로빙·최종 테스트를 팹리스(80%+)·IDM에 제공. 어드밴테스트·테라다인 테스터 사용.
Canonical: https://valuechain.wiki/kyec · Updated: 2026-06-21T12:43:34.786599+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 반도체 테스트 전문 OSAT 세계 1위
- 사업부문: 반도체 테스트 전문 OSAT 세계 1위

## Annual stock return (as of 2026-06-18)
- 2021: +26.7%
- 2022: -7.7%
- 2023: +132.4%
- 2024: +38.6%
- 2025: +171%
- 2026 YTD: +4.2%

## 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% |
| Broadcom | lead3 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| Apple | lead3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| 삼성전자 | lead2 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +121% |
| CoreWeave | lead2 | · | · | · | · | · | +64.7% |
| Foxconn | lead2 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| 알파벳 (구글) | lead2 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| 아마존 | lead2 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| Super Micro | lead2 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +4.7% |
| 메타 플랫폼스 | lead2 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | lead2 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -21.2% |
| 미디어텍 | lead1 | +27.8% | -26.6% | +49% | +59.1% | +25.1% | +154.3% |
| Qualcomm | lead1 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| NVIDIA | lead1 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| KYEC | node | +26.7% | -7.7% | +132.4% | +38.6% | +171% | +4.2% |
| Teradyne | benef1 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +126.4% |
| Advantest | benef1 | +17% | -2.3% | +155.7% | +49.5% | +196% | +24.6% |

## Money in · revenue from (3)
### NVIDIA (mid)  → /nvidia.md
- metric: 매출 ~$1.1B · 2024 · 연간 매출
- note: NVIDIA에 반도체 테스트 공급/제공.
- [confirms] 지디넷코리아 (KO, news, published 2025-06-01) https://zdnet.co.kr/view/?no=20260620160653: "AI 수요로 2군 OSAT 수혜(KYEC 등)"
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "NVIDIA에 반도체 테스트 공급/제공."
- [confirms] 회사 IR/거래소 공시 (EN, filing, published 2025-04-01) https://www.kyec.com.tw/en/investor: "연차보고서: 매출·고객·사업."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "NVIDIA에 반도체 테스트 공급/제공."

### Qualcomm (mid)  → /qualcomm.md
- note: Qualcomm에 반도체 테스트 공급/제공.
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "Qualcomm에 반도체 테스트 공급/제공."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "Qualcomm에 반도체 테스트 공급/제공."

### 미디어텍 (mid)  → /mediatek.md
- note: 미디어텍에 반도체 테스트 공급/제공.
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "미디어텍에 반도체 테스트 공급/제공."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "미디어텍에 반도체 테스트 공급/제공."

## Money out · pays to (3)
### Advantest (high)  → /advantest.md
- note: Advantest에서 테스트 장비(ATE) 매입.
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "Advantest에서 테스트 장비(ATE) 매입."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "Advantest에서 테스트 장비(ATE) 매입."

### Teradyne (mid)  → /teradyne.md
- note: Teradyne에서 테스트 장비(ATE) 매입.
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "Teradyne에서 테스트 장비(ATE) 매입."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "Teradyne에서 테스트 장비(ATE) 매입."

### 원재료·소재·R&D (비공개) (low)
- note: 제조용 원재료·소재·R&D(비공개).
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "제조용 원재료·소재·R&D(비공개)."

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_Generated for LLM/agent consumption. Each edge lists stance (confirms/mentions/contradicts), source publisher, language, date, and excerpt for verification._