3661 Share Price Performance
NT$0
-3315.00 (-100.00%)
Price NT$0
Fair ValueNT$4,524.46
Share Pricen/a
Alchip Technologies, Limited Stock Price
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3661 Community Narratives
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Fair Value NT$4.52k 28.7% undervalued intrinsic discount
3661: AI Scale-Up Partnerships And 3D Integration Will Drive Data Center Demand
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Fair Value NT$5.38k 40.1% undervalued intrinsic discount
Accelerating AI And HPC Trends Will Expand ASIC Opportunities
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Fair Value NT$2.48k 30.0% overvalued intrinsic discount
Dependence On North American HPC Will Hinder Diversification Despite Improvements
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Accelerating AI And HPC Trends Will Expand ASIC Opportunities
Key Takeaways Rapid expansion in advanced node and AI-related projects, along with strong design capabilities, is driving higher margins and positioning Alchip as a top industry player. Broadening client base among hyperscalers and geographic diversification are reducing risk and setting the stage for sustained, market-leading revenue growth.Read more
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AN
NT$5.38k
40.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
72.45% p.a.
Profit Margin
10.87%
Future PE
26.12x
Price in 2028
NT$6.96k
3661: AI Scale-Up Partnerships And 3D Integration Will Drive Data Center Demand
Key Takeaways Growth in HPC and AI sectors, alongside strategic workforce expansion, positions Alchip for improved margins and operational efficiency. Advances in packaging and chiplet solutions, along with ADAS market exposure, support revenue sustainability despite projected revenue fluctuations.Read more
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NT$4.52k
28.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
42.09% p.a.
Profit Margin
12.08%
Future PE
29.74x
Price in 2028
NT$5.82k
Dependence On North American HPC Will Hinder Diversification Despite Improvements
Key Takeaways Extreme reliance on a small set of North American HPC customers, coupled with limited diversification, creates significant vulnerability to client loss and revenue shocks. Rising process complexity, heightened global competition, and geopolitical shifts threaten margins, market access, and the ability to sustain technological leadership against larger rivals.Read more
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NT$2.48k
30.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
23.79% p.a.
Profit Margin
14.1%
Future PE
19.33x
Price in 2028
NT$3.18k
Trending Discussion
Recently Updated Narratives
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3661: AI Accelerator Breakthrough And Ecosystem Partnerships Will Drive Stronger Future Upside
Fair Value: NT$5.38k 40.1% undervalued intrinsic discount
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3661: AI Scale-Up Partnerships And 3D Integration Will Drive Data Center Demand
Fair Value: NT$4.52k 28.7% undervalued intrinsic discount
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Dependence On North American HPC Will Hinder Diversification Despite Improvements
Fair Value: NT$2.48k 30.0% overvalued intrinsic discount
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Snowflake Analysis
Alchip Technologies, Limited Key Details
About 3661
- Founded
- 2002
- Employees
- n/a
- CEO
- WebsiteView website
Alchip Technologies, Limited, together with its subsidiaries, research, designs, and manufactures fabless application specific integrated circuits (ASIC) and system on a chip (SOC)in Japan, Taiwan, and China. The company offers ASIC design services, such as SoC frontend design, physical backend design, low power, high performance, design for testability, and advanced package solutions; production services, including advanced package, advance testing, product engineering, and quality assurance services; and IP services, such as integration and verification. Its products are used in AI, HPC, HDTV, DSC, mobile phones, entertainment devices, networking/telecommunications equipment, and other electronic products. Alchip Technologies, Limited was founded in 2002 and is headquartered in Taipei, Taiwan.
