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eMemory Technology Community
TPEX:3529 Community
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eMemory Technology
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eMemory Technology
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Edge AI And Post-Quantum Cryptography Will Shape Future Opportunities
Key Takeaways Rising demand for AI, edge computing, and PQC is expected to boost eMemory's revenue through its security solutions and diversification strategies. Strategic design wins and industry collaborations in advanced nodes and IP markets are poised to enhance revenue and margins.
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NT$3.27k
FV
37.4% undervalued
intrinsic discount
28.73%
Revenue growth p.a.
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4 days ago
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eMemory Technology
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Quantum Risks Will Erode Prospects While Edge Demand Will Rise
Key Takeaways Reliance on a narrow product suite and exposure to supply chain risks may limit sustainable growth as competitive and technological pressures intensify. Shifts in customer in-sourcing, rapid technology change, and emerging computing paradigms could threaten long-term relevance, pricing power, and earnings momentum.
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NT$3.00k
FV
31.7% undervalued
intrinsic discount
31.59%
Revenue growth p.a.
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4 days ago
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eMemory Technology
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
IoT And Autonomous Vehicles Will Drive Secure Memory Solutions
Key Takeaways Escalating security standards and AI proliferation are driving widespread adoption of eMemory's IP, ensuring recurring revenue growth and deeper integration across global chipmakers. eMemory's differentiated technology is becoming indispensable amid new regulations and advanced chip demands, supporting resilient margins and strong market positioning against commoditization.
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NT$3.96k
FV
48.3% undervalued
intrinsic discount
38.03%
Revenue growth p.a.
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4 days ago
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Your Valuation for
3529
3529
eMemory Technology
Your Fair Value
NT$
Current Price
NT$2.05k
53.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
12b
2015
2018
2021
2024
2025
2027
2030
Revenue NT$12.2b
Earnings NT$6.1b
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