New Taiwan Facilities And Asian Clusters Will Secure Semiconductor Success

Published
21 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$99.36
19.6% undervalued intrinsic discount
14 Aug
US$79.88
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1Y
-25.8%
7D
10.6%

Author's Valuation

US$99.4

19.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Decreased 14%

Shared on30 Apr 25
Fair value Decreased 1.93%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 4.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 3.26%

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 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.078%

AnalystConsensusTarget has decreased profit margin from 21.4% to 16.5% and increased future PE multiple from 29.6x to 38.4x.

Shared on10 Mar 25
Fair value Increased 29%

AnalystConsensusTarget has decreased revenue growth from 8.8% to 7.3% and decreased future PE multiple from 38.8x to 29.6x.