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WA
Consensus Narrative from 14 Analysts
Inventory Reduction And DDR5 Adoption Will Improve Future Efficiencies
Key Takeaways Plans for inventory reduction and cautious capex aim to improve cost efficiencies, stabilize margins, and ensure stronger future financial performance. Acquisitions and focus on DDR5 adoption expected to enhance revenue through synergies and integration into key technological trends.
View narrativeJP¥3.03k
FV
33.3% undervalued intrinsic discount7.27%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 16 Analysts
AI Demand Will Fuel Future Need For SoC And Memory Testers
Key Takeaways Strong demand for high-performance semiconductors and SoC testers is expected to drive sales growth and improve margins. Strategic supply enhancements and share repurchases aim to boost production capacity and shareholder returns.
View narrativeJP¥9.88k
FV
11.4% undervalued intrinsic discount11.15%
Revenue growth p.a.
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6 days ago author updated this narrative
WA
Consensus Narrative from 19 Analysts
AI-Driven Markets And Next-Gen Semiconductors Will Propel Revenue Growth And Boost Net Margins
Key Takeaways Anticipated growth in AI-driven markets and WFE sector could boost revenue and operating income significantly. Strategic focus on innovation and R&D aims to enhance profitability and establish technology leadership.
View narrativeJP¥32.10k
FV
25.6% undervalued intrinsic discount10.55%
Revenue growth p.a.
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7 days ago author updated this narrative