Alchip Technologies (3661) Resumen de Acciones
Alchip Technologies, Limited, junto con sus filiales, se dedica a la investigación y el desarrollo, el diseño y la fabricación de circuitos integrados de aplicación específica (ASIC) sin fábrica y sistemas en un chip (SOC) en Japón, Taiwán y China. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 2/6 |
3661 Community Fair Values
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Analyst Price Targets
Competidores de Alchip Technologies, Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | NT$4,500.00 |
| Máximo en las últimas 52 semanas | NT$5,640.00 |
| Mínimo de 52 semanas | NT$2,480.00 |
| Beta | 1.17 |
| Cambio en 1 mes | 8.17% |
| Variación en 3 meses | 28.94% |
| Cambio de 1 año | 57.62% |
| Variación en 3 años | 171.90% |
| Variación en 5 años | 706.45% |
| Variación desde la OPV | 3,746.15% |
Noticias y actualizaciones recientes
3661: 3DIC Platform Will Support Long Term AI And HPC Demand
Analysts have raised their fair value estimate for Alchip Technologies from NT$5,000 to NT$6,542, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples, which together support a higher price target range. What's in the News Alchip is highlighting its 3DIC platform, which is built around flexible chiplet architectures and advanced packaging to support next-generation AI and high-performance computing devices.
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.Recent updates
3661: 3DIC Platform Will Support Long Term AI And HPC Demand
Analysts have raised their fair value estimate for Alchip Technologies from NT$5,000 to NT$6,542, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples, which together support a higher price target range. What's in the News Alchip is highlighting its 3DIC platform, which is built around flexible chiplet architectures and advanced packaging to support next-generation AI and high-performance computing devices.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.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.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.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.
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$4,404.14.3661: 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.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).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).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.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).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).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.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.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.
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.Rentabilidad de los accionistas
| 3661 | TW Semiconductor | Mercado TW | |
|---|---|---|---|
| 7D | -2.2% | 7.9% | 8.4% |
| 1Y | 57.6% | 154.3% | 103.4% |
Rentabilidad vs. Industria: Los resultados de 3661 fueron inferiores a los de la industria TW Semiconductor, que obtuvo un rendimiento del 154.3% el año pasado.
Rentabilidad vs. Mercado: 3661 obtuvo unos resultados inferiores a los del mercado TW, que fueron del 103.4% el año pasado.
Volatilidad de los precios
| 3661 volatility | |
|---|---|
| 3661 Average Weekly Movement | 11.1% |
| Semiconductor Industry Average Movement | 9.8% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in TW Market | 12.3% |
| 10% least volatile stocks in TW Market | 2.5% |
Precio estable de las acciones: El precio de las acciones de 3661 ha sido volátil durante los últimos 3 meses en comparación con el mercado TW.
Volatilidad a lo largo del tiempo: La volatilidad semanal de 3661(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de TW.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1992 | n/a | Johnny Shen | www.alchip.com |
Alchip Technologies, Limited, junto con sus filiales, se dedica a la investigación y el desarrollo, el diseño y la fabricación de circuitos integrados de aplicación específica (ASIC) sin fábrica y sistemas en un chip (SOC) en Japón, Taiwán y China. La empresa ofrece servicios de diseño de ASIC, como diseño de frontend de SoC, diseño de backend físico, bajo consumo, alto rendimiento, diseño para comprobabilidad y soluciones de encapsulado avanzadas; servicios de producción, encapsulado avanzado, pruebas avanzadas, ingeniería de producto y servicios de garantía de calidad; y servicios de IP, como integración y certificación. Sus productos se utilizan en IA, HPC, HDTV, DSC, teléfonos móviles, dispositivos de entretenimiento, equipos de redes/telecomunicaciones y otros productos electrónicos.
Resumen de fundamentos de Alchip Technologies, Limited
| Estadísticas fundamentales de 3661 | |
|---|---|
| Capitalización bursátil | NT$366.90b |
| Beneficios(TTM) | NT$5.56b |
| Ingresos (TTM) | NT$24.63b |
¿Está 3661 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 3661 | |
|---|---|
| Ingresos | NT$24.63b |
| Coste de los ingresos | NT$16.80b |
| Beneficio bruto | NT$7.83b |
| Otros gastos | NT$2.26b |
| Beneficios | NT$5.56b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 68.23 |
| Margen bruto | 31.78% |
| Margen de beneficio neto | 22.59% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado 3661 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/27 17:25 |
| Precio de las acciones al final del día | 2026/05/27 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Alchip Technologies, Limited está cubierta por 22 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Haas Liu | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |
| null null | Capital Securities Corporation |