# 심텍 (222800.KS)
> 메모리용 반도체 패키지 기판(FC-CSP·SiP) 전문. 삼성전자·SK하이닉스·마이크론·인텔 등 메모리 업체에 공급하며 HBM 기판으로 확장 중.
Canonical: https://valuechain.wiki/simmtech · Updated: 2026-06-21T12:36:59.304526+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 메모리 패키지 기판 (FC-CSP·SiP)
- 사업부문: 메모리 패키지 기판 (FC-CSP·SiP)

## Annual stock return (as of 2026-05-31)
- 2021: +119.6%
- 2022: -34.6%
- 2023: +12.4%
- 2024: -63.3%
- 2025: +392.9%
- 2026 YTD: +105.5%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-05-31)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| CoreWeave | lead3 | · | · | · | · | · | +64.7% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +29.5% |
| Foxconn | lead3 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| 알파벳 (구글) | lead3 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| 아마존 | 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% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | 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% |
| Qualcomm | lead2 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| Broadcom | lead2 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| NVIDIA | lead2 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| Apple | lead2 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| Micron Technology | lead1 | +24.1% | -46% | +72.1% | -1% | +240.5% | +297.6% |
| Intel | lead1 | +6.1% | -46.6% | +94.6% | -59.6% | +84% | +263.1% |
| SK하이닉스 | lead1 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +204.7% |
| 삼성전자 | lead1 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +121% |
| 심텍 | node | +119.6% | -34.6% | +12.4% | -63.3% | +392.9% | +105.5% |

## Money in · revenue from (4)
### SK하이닉스 (high)  → /sk-hynix.md
- note: SK하이닉스에 메모리 패키지 기판 공급.
- [confirms] 심텍 (EN, ir, published 2025-05-01) https://www.simmtech.com: "SK하이닉스에 메모리 패키지 기판 공급."
- [confirms] 디일렉 (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18777: "SK하이닉스에 메모리 패키지 기판 공급."

### 삼성전자 (high)  → /samsung-electronics.md
- note: 삼성전자에 메모리 패키지 기판 공급.
- [confirms] 심텍 (EN, ir, published 2025-05-01) https://www.simmtech.com: "삼성전자에 메모리 패키지 기판 공급."
- [confirms] 디일렉 (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18777: "삼성전자에 메모리 패키지 기판 공급."

### Micron Technology (mid)  → /micron.md
- note: Micron Technology에 메모리 패키지 기판 공급.
- [confirms] 심텍 (EN, ir, published 2025-05-01) https://www.simmtech.com: "Micron Technology에 메모리 패키지 기판 공급."
- [confirms] 디일렉 (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18777: "Micron Technology에 메모리 패키지 기판 공급."

### Intel (mid)  → /intel.md
- note: Intel에 메모리 패키지 기판 공급.
- [confirms] DART(금융감독원 전자공시) (KO, filing, published 2026-03-17) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260317000641: "DART 사업보고서: 매출·고객·사업 내용."
- [confirms] 심텍 (EN, ir, published 2025-05-01) https://www.simmtech.com: "Intel에 메모리 패키지 기판 공급."
- [confirms] 디일렉 (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18777: "Intel에 메모리 패키지 기판 공급."

## Money out · pays to (2)
### 원재료·소재 (비공개) (low)
- note: 메모리 패키지 기판 제조용 원재료·소재 매입(비공개).
- [confirms] 디일렉 (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18777: "메모리 패키지 기판 제조용 원재료·소재 매입(비공개)."

### 설비·R&D (비공개) (low)
- note: 생산 설비·연구개발 투자(비공개).
- [confirms] 디일렉 (KO, news, published 2025-01-01) https://www.thelec.kr/news/articleView.html?idxno=18777: "생산 설비·연구개발 투자(비공개)."

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