Loading...
3661 logo

Alchip Technologies, LimitedTWSE:3661 Stock Report

Market Cap NT$393.8b
Share Price
NT$4.83k
NT$4.4k
9.7% overvalued intrinsic discount
1Y77.6%
7D0.7%
Portfolio Value
View

Alchip Technologies, Limited

TWSE:3661 Stock Report

Market Cap: NT$393.8b

Alchip Technologies (3661) Stock Overview

Engages in the research, design, development, and manufacturing of application specific integrated circuits and system on a chip in the United States, China, Japan, Taiwan, and internationally. More details

3661 fundamental analysis
Snowflake Score
Valuation0/6
Future Growth6/6
Past Performance3/6
Financial Health6/6
Dividends2/6

3661 Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

Alchip Technologies, Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Alchip Technologies
Historical stock prices
Current Share PriceNT$4,830.00
52 Week HighNT$5,640.00
52 Week LowNT$2,480.00
Beta1.17
1 Month Change50.94%
3 Month Change42.90%
1 Year Change77.57%
3 Year Change235.42%
5 Year Change1,068.08%
Change since IPO4,028.21%

Recent News & Updates

Narrative Update May 04

3661: Future 3DIC Platform Adoption Will Support Balanced Long Term Upside Potential

Analysts now estimate Alchip Technologies' fair value at about NT$3,913, up from NT$3,495. This reflects updated assumptions on revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple.
Narrative Update Apr 20

3661: 3DIC Platform Will Drive Long Term AI And HPC Upside

Analysts have revised their price target for Alchip Technologies to NT$5,000. The update reflects slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E, rather than a change in headline fair value.

Recent updates

Narrative Update May 04

3661: Future 3DIC Platform Adoption Will Support Balanced Long Term Upside Potential

Analysts now estimate Alchip Technologies' fair value at about NT$3,913, up from NT$3,495. This reflects updated assumptions on revenue growth, profit margins, a slightly adjusted discount rate, and a modestly lower future P/E multiple.
Narrative Update Apr 20

3661: 3DIC Platform Will Drive Long Term AI And HPC Upside

Analysts have revised their price target for Alchip Technologies to NT$5,000. The update reflects slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E, rather than a change in headline fair value.
Narrative Update Apr 05

3661: AI Accelerator And Arm Ecosystem Will Support Stronger Long Term Upside

Analysts have adjusted their fair value price target for Alchip Technologies to NT$5,000, citing updated assumptions for the discount rate, revenue growth, profit margin and forward P/E as the main drivers behind the revised view. Valuation Changes Fair Value: NT$5,000 remains unchanged, so the revised assumptions did not alter the overall target level.
Narrative Update Mar 22

3661: AI Accelerator And Arm Ecosystem Will Support Stronger Long Term Upside

Analysts have lowered their price target for Alchip Technologies from NT$5,380 to NT$5,000. This reflects updated assumptions that combine very strong revenue growth expectations with slightly lower profit margin forecasts and a reduced future P/E multiple.
Narrative Update Mar 08

3661: Data Center Accelerator Breakthrough Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Alchip Technologies from NT$4,474.50 to NT$4,404.14, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples. Valuation Changes Fair Value: Trimmed slightly from NT$4,474.50 to NT$4,404.14.
Narrative Update Feb 22

3661: Future AI Accelerator Partnership Will Support Balanced Long Term Upside Potential

Analysts have kept their NT$3,495 price target for Alchip Technologies unchanged, citing only slight tweaks to key model inputs, including a marginally higher discount rate, a small adjustment to revenue growth assumptions to 53.94%, and a modestly lower future P/E of 22.38x. Valuation Changes Fair Value: NT$3,495 remains unchanged in the updated model.
Narrative Update Feb 08

3661: Future 3D DRAM AI Accelerator Partnership Will Support Bullish Upside

Analysts have kept their fair value estimate for Alchip Technologies steady at $3,495.00, with small adjustments to assumptions on discount rate, revenue growth, profit margin, and future P/E guiding this unchanged price target. What's in the News d-Matrix and Alchip are working together on what they describe as the world's first 3D DRAM based datacenter inference accelerator, aimed at reducing performance and cost bottlenecks in current AI infrastructure (Key Developments).
Narrative Update Jan 24

3661: Future AI Accelerator Partnership And 2026 Revenue Outlook Will Drive Balanced Prospects

Analysts have raised their price target for Alchip Technologies from US$2,480 to US$3,495, citing updated assumptions that combine a higher projected revenue growth rate with a lower profit margin outlook and a higher future P/E multiple. What's in the News Alchip and d-Matrix are co-developing what they describe as the world's first 3D DRAM-based datacenter inference accelerator, targeting performance and cost bottlenecks in current AI infrastructure (Key Developments).
Narrative Update Jan 10

3661: AI Accelerator Partnership And Arm Ecosystem Will Drive Future Upside

Analysts have maintained their fair value estimate for Alchip Technologies at NT$5,380, while making adjustments to assumptions on the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News d-Matrix and Alchip are co-developing what they describe as the world's first 3D DRAM based datacenter inference accelerator.
Narrative Update Dec 26

3661: Data Center Accelerator Breakthrough Is Expected To Drive Future Upside

Analysts have slightly reduced their price target on Alchip Technologies to approximately $4,474 from about $4,524, as higher expected revenue growth is being offset by a modestly higher discount rate, slightly lower margin assumptions, and a lower projected future P/E multiple. What's in the News Alchip and d-Matrix are co-developing the world's first 3D DRAM-based datacenter inference accelerator, targeting up to 10x faster inference than HBM4-based solutions for generative and agentic AI workloads (Key Developments).
Narrative Update Dec 12

3661: AI Accelerator Breakthrough And Ecosystem Partnerships Will Drive Stronger Future Upside

Analysts have raised their fair value estimate for Alchip Technologies from $5,280 to $5,380, reflecting higher expected revenue growth despite a slightly lower projected profit margin and a reduced future price to earnings multiple. What's in the News Alchip and d-Matrix are co-developing what is described as the world's first 3D DRAM based datacenter inference accelerator, targeting up to 10x faster AI inference than HBM4 based solutions for generative and agentic AI workloads (company announcement).
Narrative Update Oct 30

3661: AI Scale-Up Partnerships And 3D Integration Will Drive Data Center Demand

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.
Narrative Update Oct 16

North America HPC And AI Developments Will Broaden Horizons

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.
Narrative Update Aug 15

North America HPC And AI Developments Will Broaden Horizons

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.
User avatar
New Narrative Dec 05

Expanding AI And HPC Initiatives With Advanced Technologies Will Propel Future Revenue Growth

Strategic focus on advanced AI and HPC projects, alongside expansion outside China, enhances revenue potential and mitigates geopolitical risks.

Shareholder Returns

3661TW SemiconductorTW Market
7D0.7%0.2%0.7%
1Y77.6%133.9%89.8%

Return vs Industry: 3661 underperformed the TW Semiconductor industry which returned 133.9% over the past year.

Return vs Market: 3661 underperformed the TW Market which returned 89.8% over the past year.

Price Volatility

Is 3661's price volatile compared to industry and market?
3661 volatility
3661 Average Weekly Movement11.0%
Semiconductor Industry Average Movement9.7%
Market Average Movement6.1%
10% most volatile stocks in TW Market12.2%
10% least volatile stocks in TW Market2.5%

Stable Share Price: 3661's share price has been volatile over the past 3 months compared to the TW market.

Volatility Over Time: 3661's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of TW stocks.

About the Company

FoundedEmployeesCEOWebsite
1992n/aJohnny Shenwww.alchip.com

Alchip Technologies, Limited, together with its subsidiaries, engages in the research, design, development, and manufacturing of application specific integrated circuits and system on a chip in the United States, China, Japan, Taiwan, and internationally. It offers ASIC design services, including SoC frontend design, physical backend design, and design for testability, as well as low power, high performance, and advanced package solutions; production services, such as advanced packaging, advanced testing, and product engineering services, as well as quality assurance and policy; and IP services comprising IP integration and verification. The company is also involved in general investment activities; provision of product technical support and consultation services; and software development and services.

Alchip Technologies, Limited Fundamentals Summary

How do Alchip Technologies's earnings and revenue compare to its market cap?
3661 fundamental statistics
Market capNT$393.81b
Earnings (TTM)NT$5.56b
Revenue (TTM)NT$24.63b
70.8x
P/E Ratio
16.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
3661 income statement (TTM)
RevenueNT$24.63b
Cost of RevenueNT$16.80b
Gross ProfitNT$7.83b
Other ExpensesNT$2.26b
EarningsNT$5.56b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)68.23
Gross Margin31.78%
Net Profit Margin22.59%
Debt/Equity Ratio0%

How did 3661 perform over the long term?

See historical performance and comparison

Dividends

0.7%
Current Dividend Yield
50%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/14 00:04
End of Day Share Price 2026/05/14 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Alchip Technologies, Limited is covered by 22 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Haas LiuBofA Global Research
Liyen ChenCapital Securities Corporation
null nullCapital Securities Corporation