{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","ticker":"NVDA","updated_at":"2026-06-21T08:18:02.802532+00:00","canonical":"https://valuechain.wiki/nvidia","kicker":"AI 가속기 · GPU · 데이터센터","kicker_en":"AI accelerators · GPU · Data center","lead":"AI 가속기(GPU) 시장 지배. FY2026 매출 $215.9B(+65%), 대부분 데이터센터. HBM을 SK·삼성·마이크론에서 매입하고 웨이퍼는 TSMC·삼성 파운드리에 위탁. 매출은 소수 대형 직접고객(클라우드)에 집중.","lead_en":"Dominates the AI accelerator (GPU) market. FY2026 revenue $215.9B (+65%), mostly Data Center. Buys HBM from SK hynix, Samsung and Micron, and outsources wafers to TSMC and Samsung foundries. Revenue is concentrated in a few large direct customers (cloud).","segments":{"fy":2026,"parts":[{"desc":"AI 가속기·네트워킹 (매출 대부분)","name":"데이터센터"},{"desc":"GeForce GPU","name":"게이밍"},{"desc":"워크스테이션 GPU","name":"프로비주얼"},{"desc":"자율주행·인포테인먼트","name":"오토모티브"}],"total":"$215.9B (FY2026, +65%)","source":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm","concentration":"직접고객 1위 22%·2위 14% (FY2026, 이름 비공개). 최종고객은 하이퍼스케일러"},"segments_en":{"parts":[{"desc":"AI accelerators and networking (most of revenue)","name":"Data Center"},{"desc":"GeForce GPUs","name":"Gaming"},{"desc":"Workstation GPUs","name":"Pro Visualization"},{"desc":"Autonomous driving and infotainment","name":"Automotive"}],"total":"$215.9B (FY2026, +65%)","concentration":"Top direct customer 22%, second 14% (FY2026, names undisclosed). End customers are hyperscalers"},"edges":[{"direction":"revenue","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"high","metric":{"type":"revenue_share","unit":"pct","basis":"블룸버그 추정(연환산)","value":19,"period":"FY2025","basis_en":"Bloomberg estimate (annualized)","qualifier":"estimate"},"note":"최대 고객. NVIDIA 매출의 약 19%(블룸버그 추정, 연환산).","note_en":"Largest customer. About 19% of NVIDIA revenue (Bloomberg estimate, annualized).","sources":[{"stance":"confirms","publisher":"Motley Fool","publisher_en":null,"kind":"news","lang":"en","published_at":"2026-02-14","url":"https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/","title":"Nvidia's biggest customers: Amazon, Google, Meta, Microsoft","title_en":null,"excerpt":"블룸버그 추정: NVIDIA 4대 고객(MS·메타·아마존·구글)이 매출의 약 53%. MS ~19%, 메타 ~9%.","excerpt_en":"Bloomberg estimate: NVIDIA's four biggest customers (Microsoft, Meta, Amazon, Google) are about 53% of revenue. Microsoft ~19%, Meta ~9%."},{"stance":"mentions","publisher":"Quartz","publisher_en":null,"kind":"news","lang":"en","published_at":"2024-08-29","url":"https://qz.com/nvidia-ai-chips-customers-google-microsoft-meta-amazon-1851653971","title":"Nvidia gets almost half its revenue from just 4 customers","title_en":null,"excerpt":"Nvidia 매출의 거의 절반이 4개 고객에서 나옴(구글·MS·메타·아마존).","excerpt_en":"Almost half of Nvidia's revenue comes from four customers (Google, Microsoft, Meta, Amazon)."}]},{"direction":"cost","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"type":"supply_relationship","basis":"HBM·메모리 매입","basis_en":"HBM/memory purchase","qualifier":"confirmed_no_disclosed_value"},"note":"HBM·메모리 매입. NVIDIA 10-K가 SK하이닉스를 메모리 공급사로 명시.","note_en":"Buys HBM and memory. NVIDIA's 10-K names SK hynix as a memory supplier.","sources":[{"stance":"confirms","publisher":"EPNC","publisher_en":"EPNC","kind":"news","lang":"ko","published_at":"2026-05-20","url":"https://www.epnc.co.kr/news/articleView.html?idxno=329031","title":"엔비디아 '베라 루빈' HBM4 공급망…삼성·SK·마이크론 3파전","title_en":"NVIDIA 'Vera Rubin' HBM4 supply chain: a three-way race among Samsung, SK and Micron","excerpt":"엔비디아 차세대 '베라 루빈'용 HBM4를 삼성전자·SK하이닉스·마이크론 3사가 공급 경쟁.","excerpt_en":"Samsung, SK hynix and Micron compete to supply HBM4 for NVIDIA's next-gen 'Vera Rubin'."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-26","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm","title":"NVIDIA Form 10-K (FY2026, 2026-01-25)","title_en":null,"excerpt":"NVIDIA 10-K: \"We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.\"","excerpt_en":"NVIDIA 10-K: \"We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.\""}]},{"direction":"cost","counterparty":"Micron Technology","counterparty_slug":"micron","confidence":"high","metric":{"type":"supply_relationship","basis":"HBM·메모리 매입","basis_en":"HBM/memory purchase","qualifier":"confirmed_no_disclosed_value"},"note":"HBM·메모리 매입(NVIDIA 10-K 명시).","note_en":"Buys HBM/memory (named in NVIDIA's 10-K).","sources":[{"stance":"confirms","publisher":"EPNC","publisher_en":"EPNC","kind":"news","lang":"ko","published_at":"2026-05-20","url":"https://www.epnc.co.kr/news/articleView.html?idxno=329031","title":"엔비디아 '베라 루빈' HBM4 공급망…삼성·SK·마이크론 3파전","title_en":"NVIDIA 'Vera Rubin' HBM4 supply chain: a three-way race among Samsung, SK and Micron","excerpt":"엔비디아 차세대 '베라 루빈'용 HBM4를 삼성전자·SK하이닉스·마이크론 3사가 공급 경쟁.","excerpt_en":"Samsung, SK hynix and Micron compete to supply HBM4 for NVIDIA's next-gen 'Vera Rubin'."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-26","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm","title":"NVIDIA Form 10-K (FY2026, 2026-01-25)","title_en":null,"excerpt":"NVIDIA 10-K: \"We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.\"","excerpt_en":"NVIDIA 10-K: \"We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.\""}]},{"direction":"cost","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"high","metric":{"type":"supply_relationship","basis":"메모리 + 파운드리","basis_en":"memory + foundry","qualifier":"confirmed_no_disclosed_value"},"note":"메모리(HBM) 매입 + 파운드리 위탁(웨이퍼). NVIDIA 10-K가 둘 다 명시.","note_en":"Buys memory (HBM) and uses Samsung's foundry for wafers. NVIDIA's 10-K names both.","sources":[{"stance":"confirms","publisher":"EPNC","publisher_en":"EPNC","kind":"news","lang":"ko","published_at":"2026-05-20","url":"https://www.epnc.co.kr/news/articleView.html?idxno=329031","title":"엔비디아 '베라 루빈' HBM4 공급망…삼성·SK·마이크론 3파전","title_en":"NVIDIA 'Vera Rubin' HBM4 supply chain: a three-way race among Samsung, SK and Micron","excerpt":"엔비디아 차세대 '베라 루빈'용 HBM4를 삼성전자·SK하이닉스·마이크론 3사가 공급 경쟁.","excerpt_en":"Samsung, SK hynix and Micron compete to supply HBM4 for NVIDIA's next-gen 'Vera Rubin'."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-26","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm","title":"NVIDIA Form 10-K (FY2026, 2026-01-25)","title_en":null,"excerpt":"NVIDIA 10-K: \"We utilize foundries, such as TSMC and Samsung\" 및 \"We purchase memory from ... Samsung.\"","excerpt_en":"NVIDIA 10-K: \"We utilize foundries, such as TSMC and Samsung\" and \"We purchase memory from ... Samsung.\""}]},{"direction":"cost","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"supply_relationship","basis":"파운드리 + CoWoS 패키징","basis_en":"foundry + CoWoS packaging","qualifier":"confirmed_no_disclosed_value"},"note":"웨이퍼 파운드리 + CoWoS 첨단 패키징의 핵심 공급사. NVIDIA 10-K 명시. NVIDIA는 2025년 TSMC 매출의 19%($23.2B)로 최대고객.","note_en":"Key supplier for wafer foundry and CoWoS advanced packaging. Named in NVIDIA's 10-K. NVIDIA was TSMC's largest customer at 19% of 2025 revenue ($23.2B).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-04-16","url":"https://www.sec.gov/Archives/edgar/data/1046179/000162828026025362/tsm-20251231.htm","title":"TSMC Form 20-F (FY2025, 2025-12-31)","title_en":null,"excerpt":"TSMC 20-F: 최대고객(NVIDIA)이 2025 매출의 19% = NT$726.9B($23.2B).","excerpt_en":"TSMC 20-F: largest customer (NVIDIA) was 19% of 2025 revenue = NT$726.9B ($23.2B)."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-26","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm","title":"NVIDIA Form 10-K (FY2026, 2026-01-25)","title_en":null,"excerpt":"NVIDIA 10-K: \"We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC\" + \"We utilize CoWoS technology for semiconductor packaging.\"","excerpt_en":"NVIDIA 10-K: \"We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC\" and \"We utilize CoWoS technology for semiconductor packaging.\""}]},{"direction":"cost","counterparty":"Astera Labs","counterparty_slug":"astera-labs","confidence":"high","metric":null,"note":"Astera Aries·Scorpio 리타이머가 엔비디아 블랙웰 플랫폼에 채택(상호운용).","note_en":"Astera's Aries/Scorpio retimers are designed into Nvidia's Blackwell platform.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-06-09","url":"https://www.hankyung.com/article/2026060964591","title":"젠슨 황도 콕 찍었다…올해만 223% 급등 날개 단 종목","title_en":"Jensen Huang singled it out: a stock up 223% this year","excerpt":"젠슨 황이 콕 찍은 엔비디아 동맹, 올해 223% 급등.","excerpt_en":"An NVIDIA ally singled out by Jensen Huang, up 223% this year."},{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-09-15","url":"https://www.sedaily.com/NewsView/2GXV1MVG3D","title":"[글로벌 핫스톡] 아스테라 랩스, AI 필수 인프라…엔비디아도 러브콜","title_en":"Astera Labs, essential AI infrastructure courted by NVIDIA","excerpt":"아스테라 Aries·Scorpio가 엔비디아 블랙웰 플랫폼에 채택, GTC2025서 상호운용성 시연.","excerpt_en":"Astera's Aries and Scorpio were adopted into NVIDIA's Blackwell platform, with interoperability demoed at GTC 2025."}]},{"direction":"cost","counterparty":"ASE테크놀로지","counterparty_slug":"ase","confidence":"high","metric":null,"note":"엔비디아 AI칩의 일부 첨단 패키징·테스트를 ASE에 위탁(CoWoS 오버플로우).","note_en":"Outsources some advanced packaging/test of its AI chips to ASE (CoWoS overflow).","sources":[{"stance":"confirms","publisher":"글로벌이코노믹","publisher_en":"Global Economic","kind":"news","lang":"ko","published_at":"2025-12-09","url":"https://www.g-enews.com/article/Global-Biz/2025/12/202512090936299708fbbec65dfb_1","title":"TSMC 넘친 물량, ASE·앰코가 흡수…패키징 양강","title_en":"TSMC overflow goes to ASE and Amkor, the packaging duopoly","excerpt":"TSMC 넘친 CoWoS 물량을 ASE가 흡수.","excerpt_en":"ASE absorbs TSMC CoWoS overflow."}]},{"direction":"cost","counterparty":"Synopsys","counterparty_slug":"synopsys","confidence":"high","metric":null,"note":"Synopsys에서 EDA 설계 툴·IP 매입/사용.","note_en":"Uses/buys EDA design tools and IP from Synopsys.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-01","url":"https://www.sedaily.com/NewsView/2GVCJ4DVZD","title":"中, 시높시스-앤시스 합병 조건부 승인","title_en":"China conditionally approves Synopsys-Ansys merger","excerpt":"삼성 등 시높시스 EDA 활용.","excerpt_en":"Samsung and others use Synopsys EDA."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-12-18","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNPS&type=10-K","title":"Synopsys 연례보고서 (10-K)","title_en":"Synopsys Form 10-K","excerpt":"10-K: EDA 툴·IP 매출, 주요 반도체 고객.","excerpt_en":"10-K: EDA tools/IP revenue and major chip customers."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"시높시스 EDA 세계 ~31% 1위.","excerpt_en":"Synopsys leads EDA at ~31%."}]},{"direction":"cost","counterparty":"Cadence Design Systems","counterparty_slug":"cadence","confidence":"high","metric":null,"note":"Cadence Design Systems에서 EDA 설계 툴·IP 매입/사용.","note_en":"Uses/buys EDA tools and IP from Cadence Design Systems.","sources":[{"stance":"confirms","publisher":"서울경제","publisher_en":"Seoul Economic Daily","kind":"news","lang":"ko","published_at":"2025-03-01","url":"https://www.sedaily.com/article/14136879","title":"AI 반도체 설계 강자 케이던스, 성장엔진 재점화","title_en":"Cadence, an AI chip-design leader, reignites growth","excerpt":"AI 칩 설계로 케이던스 성장.","excerpt_en":"Cadence grows on AI-chip design."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-24","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=CDNS&type=10-K","title":"Cadence 연례보고서 (10-K)","title_en":"Cadence Form 10-K","excerpt":"10-K: EDA 툴·IP 매출.","excerpt_en":"10-K: EDA tools/IP revenue."},{"stance":"confirms","publisher":"SemiAnalysis","publisher_en":"SemiAnalysis","kind":"analysis","lang":"en","published_at":"2024-06-01","url":"https://newsletter.semianalysis.com/p/eda-market-primer","title":"EDA 시장 입문 (시높시스 31%·케이던스 30%)","title_en":"EDA Market Primer (Synopsys 31%, Cadence 30%)","excerpt":"케이던스 EDA 세계 ~30% 2위.","excerpt_en":"Cadence is No.2 in EDA at ~30%."}]},{"direction":"cost","counterparty":"Arm Holdings","counterparty_slug":"arm","confidence":"high","metric":null,"note":"Arm Holdings에서 CPU 아키텍처 IP(라이선스·로열티) 매입/사용.","note_en":"Uses/buys CPU-architecture IP (license and royalty) from Arm Holdings.","sources":[{"stance":"confirms","publisher":"이코노미6","publisher_en":"Economy6","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://www.economy6.com/2026/01/arm-stock.html","title":"ARM 홀딩스 실적·엔비디아 관계 정리","title_en":"Arm Holdings results and the NVIDIA relationship","excerpt":"애플·퀄컴·삼성·엔비디아가 ARM IP 사용.","excerpt_en":"Apple, Qualcomm, Samsung, NVIDIA use ARM IP."},{"stance":"confirms","publisher":"Arm IR","publisher_en":"Arm IR","kind":"ir","lang":"en","published_at":"2024-07-01","url":"https://investors.arm.com/static-files/219a3b28-f209-4d74-8bc6-f9e026d55a95","title":"Arm 연차보고서 FY2024","title_en":"Arm Annual Report FY2024","excerpt":"FY2024 매출 $3.23B.","excerpt_en":"FY2024 revenue $3.23B."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-22","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ARM&type=20-F","title":"Arm 연례보고서 (20-F)","title_en":"Arm Holdings Form 20-F","excerpt":"20-F: 라이선스·로열티 매출.","excerpt_en":"20-F: licensing and royalty revenue."}]},{"direction":"cost","counterparty":"Ibiden","counterparty_slug":"ibiden","confidence":"high","metric":null,"note":"Ibiden에서 FC-BGA 패키지 기판 매입.","note_en":"Buys FC-BGA package substrates from Ibiden.","sources":[{"stance":"confirms","publisher":"자본시장뉴스","publisher_en":"Jabon","kind":"news","lang":"ko","published_at":"2026-02-01","url":"https://www.jabon.co.kr/news/articleView.html?idxno=926","title":"이비덴, 4.7조원 베팅…엔비디아용 AI 기판 증설","title_en":"Ibiden bets ¥500B to expand NVIDIA AI substrates","excerpt":"엔비디아용 AI 기판 4.7조원 증설.","excerpt_en":"¥500B expansion for NVIDIA AI substrates."},{"stance":"confirms","publisher":"이비덴","publisher_en":"Ibiden","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.ibiden.com/ir/","title":"이비덴 IR","title_en":"Ibiden Investor Relations","excerpt":"IR: IC 패키지 기판 매출.","excerpt_en":"IR: IC package-substrate revenue."},{"stance":"confirms","publisher":"디지타임스","publisher_en":"DigiTimes","kind":"news","lang":"en","published_at":"2025-01-02","url":"https://www.digitimes.com/news/a20250102PD221/ibiden-ic-substrate-demand-market-intel-nvidia.html","title":"이비덴, 인텔·엔비디아와 AI 기판 독점적 지위","title_en":"Ibiden’s exclusive AI-substrate position with Intel and NVIDIA","excerpt":"인텔·엔비디아에 FC-BGA 독점적 공급.","excerpt_en":"Exclusive FC-BGA supply to Intel and NVIDIA."}]},{"direction":"revenue","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"units","unit":null,"as_of":"2024-12-19","basis":"옴디아 추정","value":196000,"period":"CY2024","basis_en":"Omdia estimate","qualifier":"estimate"},"note":"AWS. 상위 4대 고객 중 하나.","note_en":"AWS. One of the top four customers.","sources":[{"stance":"confirms","publisher":"Motley Fool","publisher_en":null,"kind":"news","lang":"en","published_at":"2026-02-14","url":"https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/","title":"Nvidia's biggest customers: Amazon, Google, Meta, Microsoft","title_en":null,"excerpt":"블룸버그 추정: NVIDIA 4대 고객(MS·메타·아마존·구글)이 매출의 약 53%. MS ~19%, 메타 ~9%.","excerpt_en":"Bloomberg estimate: NVIDIA's four biggest customers (Microsoft, Meta, Amazon, Google) are about 53% of revenue. Microsoft ~19%, Meta ~9%."},{"stance":"confirms","publisher":"하이제(heise online)","publisher_en":"heise online","kind":"news","lang":"en","published_at":"2024-12-19","url":"https://www.heise.de/en/news/Microsoft-buys-most-Nvidia-accelerators-10215630.html","title":"마이크로소프트, 엔비디아 가속기 최다 구매 (옴디아 추정)","title_en":"Microsoft buys most Nvidia accelerators (Omdia estimate)","excerpt":"옴디아 추정상 Amazon는 2024년 엔비디아 호퍼 GPU 약 196,000대를 구매.","excerpt_en":"Per Omdia, Amazon purchased about 196,000 Nvidia Hopper GPUs in 2024."},{"stance":"mentions","publisher":"Quartz","publisher_en":null,"kind":"news","lang":"en","published_at":"2024-08-29","url":"https://qz.com/nvidia-ai-chips-customers-google-microsoft-meta-amazon-1851653971","title":"Nvidia gets almost half its revenue from just 4 customers","title_en":null,"excerpt":"Nvidia 매출의 거의 절반이 4개 고객에서 나옴(구글·MS·메타·아마존).","excerpt_en":"Almost half of Nvidia's revenue comes from four customers (Google, Microsoft, Meta, Amazon)."}]},{"direction":"revenue","counterparty":"메타 플랫폼스","counterparty_slug":"meta","confidence":"mid","metric":{"type":"revenue_share","unit":"pct","basis":"블룸버그 추정(연환산)","value":9,"period":"FY2025","basis_en":"Bloomberg estimate (annualized)","qualifier":"estimate"},"note":"NVIDIA 매출의 약 9%(블룸버그 추정).","note_en":"About 9% of NVIDIA revenue (Bloomberg estimate).","sources":[{"stance":"confirms","publisher":"Motley Fool","publisher_en":null,"kind":"news","lang":"en","published_at":"2026-02-14","url":"https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/","title":"Nvidia's biggest customers: Amazon, Google, Meta, Microsoft","title_en":null,"excerpt":"블룸버그 추정: NVIDIA 4대 고객(MS·메타·아마존·구글)이 매출의 약 53%. MS ~19%, 메타 ~9%.","excerpt_en":"Bloomberg estimate: NVIDIA's four biggest customers (Microsoft, Meta, Amazon, Google) are about 53% of revenue. Microsoft ~19%, Meta ~9%."},{"stance":"confirms","publisher":"하이제(heise online)","publisher_en":"heise online","kind":"news","lang":"en","published_at":"2024-12-19","url":"https://www.heise.de/en/news/Microsoft-buys-most-Nvidia-accelerators-10215630.html","title":"마이크로소프트, 엔비디아 가속기 최다 구매 (옴디아 추정)","title_en":"Microsoft buys most Nvidia accelerators (Omdia estimate)","excerpt":"옴디아 추정상 Meta는 2024년 엔비디아 호퍼 GPU 약 224,000대를 구매.","excerpt_en":"Per Omdia, Meta purchased about 224,000 Nvidia Hopper GPUs in 2024."},{"stance":"mentions","publisher":"Quartz","publisher_en":null,"kind":"news","lang":"en","published_at":"2024-08-29","url":"https://qz.com/nvidia-ai-chips-customers-google-microsoft-meta-amazon-1851653971","title":"Nvidia gets almost half its revenue from just 4 customers","title_en":null,"excerpt":"Nvidia 매출의 거의 절반이 4개 고객에서 나옴(구글·MS·메타·아마존).","excerpt_en":"Almost half of Nvidia's revenue comes from four customers (Google, Microsoft, Meta, Amazon)."}]},{"direction":"revenue","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"mid","metric":{"type":"revenue_share","basis":"상위 4대 고객","basis_en":"top-4 customer","qualifier":"estimate"},"note":"구글 클라우드. 상위 4대 고객 중 하나.","note_en":"Google Cloud. One of the top four customers.","sources":[{"stance":"confirms","publisher":"Motley Fool","publisher_en":null,"kind":"news","lang":"en","published_at":"2026-02-14","url":"https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/","title":"Nvidia's biggest customers: Amazon, Google, Meta, Microsoft","title_en":null,"excerpt":"블룸버그 추정: NVIDIA 4대 고객(MS·메타·아마존·구글)이 매출의 약 53%. MS ~19%, 메타 ~9%.","excerpt_en":"Bloomberg estimate: NVIDIA's four biggest customers (Microsoft, Meta, Amazon, Google) are about 53% of revenue. Microsoft ~19%, Meta ~9%."},{"stance":"mentions","publisher":"Quartz","publisher_en":null,"kind":"news","lang":"en","published_at":"2024-08-29","url":"https://qz.com/nvidia-ai-chips-customers-google-microsoft-meta-amazon-1851653971","title":"Nvidia gets almost half its revenue from just 4 customers","title_en":null,"excerpt":"Nvidia 매출의 거의 절반이 4개 고객에서 나옴(구글·MS·메타·아마존).","excerpt_en":"Almost half of Nvidia's revenue comes from four customers (Google, Microsoft, Meta, Amazon)."}]},{"direction":"cost","counterparty":"삼성전기","counterparty_slug":"samsung-electro-mechanics","confidence":"mid","metric":null,"note":"AI 가속기용 FC-BGA 반도체 기판 매입.","note_en":"Buys FC-BGA semiconductor substrates for AI accelerators.","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"The Elec","kind":"news","lang":"ko","published_at":"2026-01-31","url":"https://www.thelec.kr/news/articleView.html?idxno=51302","title":"삼성전기, MLCC·AI 서버용 기판 수요 급증…\"올해도 수급 빡빡\"","title_en":"Samsung Electro-Mechanics: surging demand for MLCC and AI-server substrates","excerpt":"삼성전기가 NVIDIA·AMD·구글·아마존·애플에 이어 브로드컴까지 FC-BGA 고객으로 확보, AI 가속기 기판 공급.","excerpt_en":"Samsung Electro-Mechanics added Broadcom to FC-BGA customers (after NVIDIA, AMD, Google, Amazon, Apple), supplying AI-accelerator substrates."}]},{"direction":"cost","counterparty":"Advantest","counterparty_slug":"advantest","confidence":"mid","metric":null,"note":"Advantest에서 반도체 테스트 장비(ATE) 매입.","note_en":"Buys test equipment (ATE) from Advantest.","sources":[{"stance":"confirms","publisher":"알파비즈","publisher_en":"AlphaBiz","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://alphabiz.co.kr/news/view/1065571888915355","title":"어드밴테스트, HBM 테스터 시장 압도적 기술력","title_en":"Advantest dominates the HBM tester market","excerpt":"HBM 테스터 압도적 기술력, SK하이닉스 등.","excerpt_en":"Dominant HBM tester tech; SK hynix and others."},{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"연차보고서: ATE 매출·고객.","excerpt_en":"Annual report: ATE revenue and customers."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor Intelligence","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market","title":"반도체 테스트 장비 시장 (어드밴테스트 ~58%)","title_en":"Semiconductor Test Equipment Market (Advantest ~58%)","excerpt":"테스트 장비 세계 ~58% 1위.","excerpt_en":"No.1 in test equipment at ~58%."}]},{"direction":"cost","counterparty":"Teradyne","counterparty_slug":"teradyne","confidence":"mid","metric":null,"note":"Teradyne에서 반도체 테스트 장비(ATE) 매입.","note_en":"Buys test equipment (ATE) from Teradyne.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-02-24","url":"https://www.hankyung.com/article/2026022418631","title":"테라다인 질주…반도체 호황·로봇 붐 올라탔다","title_en":"Teradyne surges on the chip upturn and robotics boom","excerpt":"테라다인, 반도체 호황에 질주.","excerpt_en":"Teradyne surges on the chip upturn."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"10-K: 반도체 테스트 매출.","excerpt_en":"10-K: semiconductor-test revenue."},{"stance":"confirms","publisher":"Teradyne","publisher_en":"Teradyne","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.teradyne.com/semiconductor-testing/","title":"Teradyne 반도체 테스트","title_en":"Teradyne semiconductor testing","excerpt":"메모리·SoC·컴퓨팅 테스트.","excerpt_en":"Memory, SoC and computing test."}]}]}