Analysts have slightly lowered their price target for Alchip Technologies from $4,593.69 to $4,524.46, citing modest improvements in profit margin and revenue growth, balanced against a decreased fair value estimate.
What's in the News
- Alchip Technologies is joining the Arm Total Design ecosystem to expedite and simplify the development of custom silicon based on Arm Neoverse Compute Subsystems. This initiative targets high-performance markets such as networking, storage, telecom infrastructure, and AI/ML silicon. (Company Announcement)
- Alchip and Ayar Labs have jointly unveiled a Co-Packaged Optics (CPO) solution to extend network connectivity beyond traditional rack boundaries for next-generation AI clusters. The solution addresses bandwidth and power efficiency challenges for large-scale accelerator deployments. (Company Announcement)
- The partnership between Ayar Labs and Alchip focuses on accelerating AI scale-up infrastructure by integrating optical I/O technology into Alchip’s ASICs. This enables scalable and efficient data center architectures. (Company Announcement)
- Alchip validated its 3DIC ecosystem with a successful 3DIC test chip tape out, integrating advanced 3nm and 5nm dies and demonstrating technical leadership in high-complexity ASIC designs. (Company Announcement)
- First wafers have been received from Alchip's 2nm Design Platform, reinforcing its leadership in high-performance ASICs and paving the way for integration with 3nm and 5nm chiplets. (Company Announcement)
Valuation Changes
- Fair Value Estimate has decreased slightly from NT$4,593.69 to NT$4,524.46.
- Discount Rate has edged down marginally from 8.79% to 8.78%.
- Revenue Growth forecast has risen fractionally from 42.06% to 42.09%.
- Net Profit Margin projection has improved modestly from 11.89% to 12.08%.
- Future P/E Ratio expectation has decreased from 30.67x to 29.70x.
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