# SMIC (0981.HK)
> 중국 최대 반도체 파운드리. 미국 수출통제로 EUV는 못 쓰고 DUV 중심으로 성숙·레거시 공정을 운영하며, 장비를 어플라이드·램·도쿄일렉트론에서 조달(EUV 제외). 중국 팹리스가 주요 고객.
Canonical: https://valuechain.wiki/smic · Updated: 2026-06-21T15:34:06.097+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 중국 최대 파운드리
- 사업부문: 중국 최대 파운드리

## Annual stock return (as of 2026-06-18)
- 2021: -29.6%
- 2022: -7.4%
- 2023: -18.3%
- 2024: +169.9%
- 2025: +98.4%
- 2026 YTD: +1.5%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-18)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Apple | lead2 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| Qualcomm | lead1 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| SMIC | node | -29.6% | -7.4% | -18.3% | +169.9% | +98.4% | +1.5% |
| 어플라이드 머티어리얼즈 | benef1 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +140.7% |
| 램리서치 | benef1 | +53.7% | -40.8% | +88.8% | -6.9% | +139.5% | +128.1% |
| 도쿄일렉트론 | benef1 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +84.1% |
| Cadence Design Systems | benef1 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +23.9% |
| Synopsys | benef1 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -3% |
| MKS Instruments | benef2 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +154.7% |
| 원익QnC | benef2 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +25.1% |
| 티씨케이 | benef2 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | +8.6% |
| 하나머티리얼즈 | benef2 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -3.6% |

## Money in · revenue from (2)
### 중국 팹리스 (비공개) (mid)
- note: 레거시 파운드리을(를) 중국 팹리스에 공급.
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "레거시 파운드리을(를) 중국 팹리스에 공급."

### Qualcomm (low)  → /qualcomm.md
- note: Qualcomm에 레거시 파운드리 공급.
- [confirms] 위키백과 (KO, news, published 2025-06-01) https://ko.wikipedia.org/wiki/SMIC: "SMIC 중국 최대 파운드리"
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "Qualcomm에 레거시 파운드리 공급."
- [confirms] 회사 IR/거래소 공시 (EN, filing, published 2025-04-01) https://www.smics.com/en/site/company_report: "연차보고서: 매출·고객·사업."
- [confirms] Statista (EN, analysis, published 2025-01-01) https://www.statista.com/chart/32653/market-share-of-semiconductor-foundries-by-revenue/: "Qualcomm에 레거시 파운드리 공급."

## Money out · pays to (8)
### Siemens EDA (mid)  → /siemens-eda.md
- note: 지멘스 EDA(Calibre 등) 라이선스 지급.
- [confirms] SemiWiki (EN, research, published 2025-06-01) https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/: "SMIC가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스."
- [confirms] Siemens (EN, ir, published 2025-01-01) https://eda.sw.siemens.com/en-US/ic/calibre-design/physical-verification/: "SMIC가 Calibre 물리검증을 테이프아웃 사인오프로 지정·라이선스."

### 도쿄일렉트론 (mid)  → /tokyo-electron.md
- note: 도쿄일렉트론에서 전공정 장비(DUV) 매입.
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "도쿄일렉트론에서 전공정 장비(DUV) 매입."
- [confirms] Statista (EN, analysis, published 2025-01-01) https://www.statista.com/chart/32653/market-share-of-semiconductor-foundries-by-revenue/: "도쿄일렉트론에서 전공정 장비(DUV) 매입."

### 어플라이드 머티어리얼즈 (mid)  → /applied-materials.md
- note: 어플라이드 머티어리얼즈에서 전공정 장비(DUV) 매입.
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "어플라이드 머티어리얼즈에서 전공정 장비(DUV) 매입."
- [confirms] Statista (EN, analysis, published 2025-01-01) https://www.statista.com/chart/32653/market-share-of-semiconductor-foundries-by-revenue/: "어플라이드 머티어리얼즈에서 전공정 장비(DUV) 매입."

### 램리서치 (mid)  → /lam-research.md
- note: 램리서치에서 전공정 장비(DUV) 매입.
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "램리서치에서 전공정 장비(DUV) 매입."
- [confirms] Statista (EN, analysis, published 2025-01-01) https://www.statista.com/chart/32653/market-share-of-semiconductor-foundries-by-revenue/: "램리서치에서 전공정 장비(DUV) 매입."

### Synopsys (mid)  → /synopsys.md
- note: Synopsys EDA 툴·IP 라이선스 지급.
- [confirms] SEC EDGAR (EN, filing, published 2025-12-22) https://www.sec.gov/Archives/edgar/data/883241/000088324125000028/snps-20251031.htm: "SMIC 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."
- [confirms] TSMC (EN, ir, published 2025-04-01) https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance: "SMIC 파운드리가 Synopsys EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."

### Cadence Design Systems (mid)  → /cadence.md
- note: Cadence Design Systems EDA 툴·IP 라이선스 지급.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm: "SMIC 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."
- [confirms] TSMC (EN, ir, published 2025-04-01) https://www.tsmc.com/english/dedicatedFoundry/oip/eda_alliance: "SMIC 파운드리가 Cadence Design Systems EDA 툴·IP를 공정(PDK·DTCO) 인증·라이선스."

### 설비·인프라 (비공개) (low)
- note: 설비·인프라 투자(비공개).
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "설비·인프라 투자(비공개)."

### 웨이퍼·소재 (비공개) (low)
- note: 제조용 부품·소재·R&D(비공개).
- [confirms] SMIC (EN, ir, published 2025-05-01) https://www.smics.com/en/site/company_invest: "제조용 부품·소재·R&D(비공개)."

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