3436 Share Price Performance
JP¥0
-1137.00 (-100.00%)
Price JP¥0
Fair ValueJP¥950.00
Share Pricen/a
Sumco (TSE:3436) Has A Somewhat Strained Balance Sheet
Dec 06
Sumco Corporation Stock Price
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3436 Community Narratives
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Fair Value JP¥950 36.2% overvalued intrinsic discount
Supply Chain Decoupling Will Cap Wafer Sales With Minimal Recovery
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Fair Value JP¥1.78k 27.3% undervalued intrinsic discount
AI And Electrification Will Drive Premium Wafer Demand
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Fair Value JP¥1.49k 13.3% undervalued intrinsic discount
Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead
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Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead
Key Takeaways Strategic focus on leading-edge wafers and technological advancements like 3D structures is set to boost revenue and enhance profitability. Reallocating resources and improving efficiency could optimize operations and stabilize earnings through better inventory management and increased customer demand.Read more
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AN
JP¥1.49k
13.3% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
6.99% p.a.
Profit Margin
8.61%
Future PE
16.76x
Price in 2028
JP¥2.04k
AI And Electrification Will Drive Premium Wafer Demand
Key Takeaways Sumco is set to capture outsized growth and margins from rising demand for advanced wafers, especially as AI and computing needs surge. Strategic reforms, supply constraints, and new markets position Sumco for strong earnings recovery and resilience against industry and geopolitical challenges.Read more
6
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AN
JP¥1.78k
27.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
10.9% p.a.
Profit Margin
10.83%
Future PE
14.25x
Price in 2028
JP¥2.43k
Supply Chain Decoupling Will Cap Wafer Sales With Minimal Recovery
Key Takeaways Geopolitical tensions, technology transitions, and material substitution are eroding Sumco's key markets, threatening core product demand and limiting future growth. Intensifying ESG regulations and cyclical overcapacity risk further compress margins, while rapid industry advances may surpass Sumco's modernization pace, undermining competitiveness.Read more
4
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AN
JP¥950
36.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
2.7% p.a.
Profit Margin
4.61%
Future PE
22.49x
Price in 2028
JP¥1.3k
Trending Discussion
Recently Updated Narratives
AN
3436: Stable Dividend And Modest Margin Recovery Will Support Future Upside
Fair Value: JP¥1.49k 13.3% undervalued intrinsic discount
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Supply Chain Decoupling Will Cap Wafer Sales With Minimal Recovery
Fair Value: JP¥950 36.2% overvalued intrinsic discount
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AI And Electrification Will Drive Premium Wafer Demand
Fair Value: JP¥1.78k 27.3% undervalued intrinsic discount
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Snowflake Analysis
Sumco Corporation Key Details
About 3436
- Founded
- 1999
- Employees
- 9850
- CEO
- WebsiteView website
Sumco Corporation manufactures and sells silicon wafers for the semiconductor industry in Japan, the United States, China, Taiwan, South Korea, Europe, and internationally. It offers polished, annealed, epitaxial, junction isolated, silicon-on-insulator, and reclaimed polished wafers, as well as provides monocrystalline ingots. The company was formerly known as Sumitomo Mitsubishi Silicon Corp. and changed its name to Sumco Corporation in August 2005. The company was incorporated in 1999 and is headquartered in Tokyo, Japan.
