Self-developed Semiconductor And DDR5 Migration Will Improve Efficiency

Published
19 Jan 25
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
NT$53.15
12.8% undervalued intrinsic discount
07 Aug
NT$46.35
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1Y
-15.1%
7D
9.8%

Author's Valuation

NT$53.2

12.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 24%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 11%

AnalystConsensusTarget has increased revenue growth from 12.6% to 29.4%, decreased profit margin from 28.6% to 14.1% and increased future PE multiple from 12.1x to 18.0x.

Shared on09 Apr 25
Fair value Decreased 27%

AnalystConsensusTarget has increased profit margin from 21.8% to 28.6% and decreased future PE multiple from 14.7x to 12.1x.

Shared on02 Apr 25
Fair value Increased 36%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 2.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.