Alchip Technologies Zukünftiges Wachstum
Future Kriterienprüfungen 6/6
Alchip Technologies wird ein jährliches Gewinn- und Umsatzwachstum von 39.8% bzw. 51.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 39.5% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 27.5% betragen.
Wichtige Informationen
39.8%
Wachstumsrate der Gewinne
39.52%
EPS-Wachstumsrate
| Semiconductor Gewinnwachstum | 25.7% |
| Wachstumsrate der Einnahmen | 51.9% |
| Zukünftige Eigenkapitalrendite | 27.50% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 14 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-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.
Narrativ-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.Narrativ-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.Narrativ-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.
Narrativ-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.Narrativ-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.Narrativ-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).Narrativ-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).Narrativ-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.Narrativ-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).Narrativ-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).Narrativ-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.Narrativ-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.Narrativ-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.
Neues Narrativ • 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.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 152,372 | 20,251 | 10,087 | 12,603 | 6 |
| 12/31/2027 | 114,051 | 14,754 | 15,295 | 20,292 | 13 |
| 12/31/2026 | 70,658 | 11,209 | -14,743 | -2,017 | 13 |
| 3/31/2026 | 24,628 | 5,563 | -222 | 1,439 | N/A |
| 12/31/2025 | 30,926 | 5,598 | 12,617 | 15,272 | N/A |
| 9/30/2025 | 39,270 | 5,951 | 19,980 | 22,378 | N/A |
| 6/30/2025 | 47,526 | 6,416 | 14,768 | 17,820 | N/A |
| 3/31/2025 | 51,963 | 6,679 | 15,525 | 18,834 | N/A |
| 12/31/2024 | 51,969 | 6,446 | 745 | 3,358 | N/A |
| 9/30/2024 | 48,124 | 5,729 | 533 | 4,129 | N/A |
| 6/30/2024 | 40,908 | 4,825 | 1,558 | 4,578 | N/A |
| 3/31/2024 | 35,255 | 3,973 | 4,798 | 8,094 | N/A |
| 12/31/2023 | 30,482 | 3,325 | 6,047 | 9,306 | N/A |
| 9/30/2023 | 25,837 | 2,720 | -9 | 2,514 | N/A |
| 6/30/2023 | 21,778 | 2,275 | -1,007 | 1,071 | N/A |
| 3/31/2023 | 16,825 | 1,968 | -1,823 | -454 | N/A |
| 12/31/2022 | 13,725 | 1,834 | -1,610 | -246 | N/A |
| 9/30/2022 | 11,628 | 1,673 | -1,420 | 16 | N/A |
| 6/30/2022 | 10,635 | 1,590 | -1,180 | 876 | N/A |
| 3/31/2022 | 10,387 | 1,551 | -1,790 | 194 | N/A |
| 12/31/2021 | 10,428 | 1,490 | -1,365 | 345 | N/A |
| 9/30/2021 | 9,860 | 1,373 | -398 | 1,407 | N/A |
| 6/30/2021 | 9,300 | 1,246 | 1,082 | 2,594 | N/A |
| 3/31/2021 | 8,217 | 1,048 | 2,152 | 3,942 | N/A |
| 12/31/2020 | 7,079 | 835 | 2,941 | 4,554 | N/A |
| 9/30/2020 | 6,602 | 740 | 2,734 | 4,139 | N/A |
| 6/30/2020 | 5,513 | 624 | 2,119 | 3,249 | N/A |
| 3/31/2020 | 4,735 | 508 | 1,692 | 2,719 | N/A |
| 12/31/2019 | 4,332 | 434 | N/A | 1,664 | N/A |
| 9/30/2019 | 3,687 | 223 | N/A | 890 | N/A |
| 6/30/2019 | 3,648 | 200 | N/A | 698 | N/A |
| 3/31/2019 | 3,756 | 243 | N/A | 640 | N/A |
| 12/31/2018 | 3,451 | 257 | N/A | 1,020 | N/A |
| 9/30/2018 | 3,381 | 407 | N/A | 1,672 | N/A |
| 6/30/2018 | 4,116 | 412 | N/A | 1,257 | N/A |
| 3/31/2018 | 4,312 | 385 | N/A | 989 | N/A |
| 12/31/2017 | 4,266 | 309 | N/A | 1,242 | N/A |
| 9/30/2017 | 4,560 | 276 | N/A | 861 | N/A |
| 6/30/2017 | 3,862 | 152 | N/A | 1,169 | N/A |
| 3/31/2017 | 3,507 | -183 | N/A | 572 | N/A |
| 12/31/2016 | 3,691 | -211 | N/A | 535 | N/A |
| 9/30/2016 | 3,567 | -183 | N/A | 736 | N/A |
| 6/30/2016 | 3,972 | -65 | N/A | 682 | N/A |
| 3/31/2016 | 4,032 | 194 | N/A | 576 | N/A |
| 12/31/2015 | 3,786 | 129 | N/A | 617 | N/A |
| 9/30/2015 | 4,116 | 63 | N/A | 503 | N/A |
| 6/30/2015 | 4,102 | 59 | N/A | 355 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 3661Das prognostizierte Gewinnwachstum (39.8% pro Jahr) liegt über der Sparquote (1.3%).
Ertrag vs. Markt: 3661Die Erträge des Unternehmens (39.8% pro Jahr) werden voraussichtlich schneller wachsen als der Markt TW (26.1% pro Jahr).
Hohe Wachstumserträge: 3661Es wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.
Einnahmen vs. Markt: 3661Die Einnahmen des Unternehmens (51.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt TW (18.6% pro Jahr).
Hohe Wachstumseinnahmen: 3661Die Einnahmen des Unternehmens (51.9% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 3661Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (27.5%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 17:44 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
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| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Metriken für Industrie und Sektor
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Analysten-Quellen
Alchip Technologies, Limited wird von 22 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Haas Liu | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |
| null null | Capital Securities Corporation |