Update shared on15 Aug 2025
Fair value Increased 23%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.
- Announced a strategic partnership with Astera Labs to deliver interoperable solutions for next-generation AI infrastructure, accelerating AI connectivity standards for hyperscalers.
- Expanded global engineering footprint with new design centers in Vietnam and increased capacity in Japan, enhancing HPC design capabilities and supporting global customer demand.
- Approved amendments to the company’s Memorandum and Articles of Association at its AGM.
Valuation Changes
Summary of Valuation Changes for Alchip Technologies
- The Consensus Analyst Price Target has significantly risen from NT$3788 to NT$4352.
- The Consensus Revenue Growth forecasts for Alchip Technologies has significantly risen from 28.3% per annum to 31.6% per annum.
- The Future P/E for Alchip Technologies has risen from 30.20x to 31.95x.
Disclaimer
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