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North America HPC And AI Developments Will Broaden Horizons

Published
05 Dec 24
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
NT$4,593.69
14.2% undervalued intrinsic discount
04 Sep
NT$3,940.00
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1Y
72.4%
7D
-1.0%

Author's Valuation

NT$4.6k

14.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on15 Aug 25
Fair value Increased 21%

Analysts have raised their price target for Alchip Technologies, primarily driven by significantly higher revenue growth forecasts, resulting in an upward revision of fair value from NT$3,788 to NT$4,352. What's in the News Alchip Technologies received first wafers from its 2nm Design Platform, enabling advanced 2.5D/3D ASIC development and supporting integration with 3nm/5nm IO chiplets; its 2nm test chip achieved first-pass silicon success, showcasing leadership in high-performance ASICs and readiness for future TSMC process nodes.

Shared on01 May 25
Fair value Decreased 5.13%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.32%

AnalystConsensusTarget has decreased revenue growth from 29.9% to 24.3% and increased profit margin from 12.7% to 14.5%.

Shared on19 Mar 25
Fair value Decreased 4.05%

AnalystConsensusTarget has increased revenue growth from 26.3% to 29.9%.

Shared on12 Mar 25
Fair value Increased 23%

AnalystConsensusTarget has decreased revenue growth from 37.6% to 26.3%, decreased profit margin from 15.2% to 13.1%, increased future PE multiple from 17.0x to 34.4x and increased discount rate from 7.3% to 8.9%.