Update shared on 30 Oct 2025
Analysts have revised Alchip Technologies' price target, maintaining the fair value estimate at $4,524.46 per share. This is supported by stable revenue growth and profit margin forecasts, with only minor adjustments to the discount rate and future P/E expectations.
What's in the News
- Alchip Technologies joined the Arm Total Design ecosystem to accelerate development of silicon based on Arm Neoverse Compute Subsystems. This enables faster and less risky deployment of custom chips for sectors such as networking, storage, and telecom infrastructure (Strategic Alliances).
- At the 2025 TSMC North America OIP Ecosystem Forum, Alchip and Ayar Labs unveiled a co-packaged optics solution to address data movement challenges in large-scale AI clusters. The solution supports more than 100 terabits per second of bandwidth per accelerator (Strategic Alliances).
- Ayar Labs and Alchip Technologies announced a partnership focused on accelerating adoption of optical engines for AI scale-up infrastructure. The collaboration leverages Alchip's ASIC expertise and advanced packaging from TSMC to overcome performance bottlenecks in data centers (Strategic Alliances).
- Alchip validated its 3DIC ecosystem with a successful 3DIC test chip tape out. This demonstration integrated 3nm and 5nm dies connected with advanced packaging technology and validated multiple critical 3DIC capabilities, including thermal and power integrity for next-generation designs (Product-Related Announcements).
Valuation Changes
- Fair Value Estimate remains unchanged at NT$4,524.46 per share.
- The discount rate has risen slightly, from 8.78% to 8.83%.
- The revenue growth projection is steady, holding at approximately 42.09%.
- The net profit margin expectation remains stable at about 12.08%.
- The future P/E has increased marginally, from 29.70x to 29.74x.
Disclaimer
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