Alchip Technologies Dirección
Dirección controles de criterios 1/4
El CEO de Alchip Technologies es Johnny Shen, nombrado en Jan 2010, tiene una permanencia de 16.42 años. posee directamente un 2.3% de las acciones de la empresa, con un valor de NT$8.20B. La antigüedad media del equipo directivo y de la junta directiva es de 11.2 años y 1.1 años, respectivamente.
Información clave
Johnny Shen
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | 16.4yrs |
| Participación del CEO | 2.3% |
| Permanencia media de la dirección | 11.2yrs |
| Promedio de permanencia en la Junta Directiva | 1.1yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 06
3661: 3DIC Platform Will Drive Future AI Accelerator Upside Potential
Analysts have lifted their fair value estimate for Alchip Technologies from NT$4,404.14 to NT$5,733.21, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News Alchip Technologies highlighted its 3DIC platform as a way to support next generation AI and high performance computing devices through flexible chiplet architectures and advanced packaging integration.
Actualización de narrativa • May 23
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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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.CEO
Johnny Shen
16.4yrs
Permanencia
NT$13,447,000
Compensación
Mr. Shyang-Lin Shen, also known as Johnny, serves as Chief Executive Officer of Alchip Technologies, Limited since January 1, 2010 and its President and Manager. He served as Director at Alchip Technologie...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 16.4yrs | NT$13.45m | 2.3% NT$ 8.2b | |
| Senior VP of Finance | 14.5yrs | sin datos | 0.35% NT$ 1.3b | |
| Accounting Supervisor | no data | sin datos | sin datos | |
| Vice President of Worldwide Sales | 8.6yrs | sin datos | 0.21% NT$ 762.1m | |
| Director of Corporate HR | no data | sin datos | sin datos | |
| Senior Vice President of Design Engineering | 13.8yrs | sin datos | sin datos | |
| Senior VP of Business Development & GM of North America Business Unit | no data | sin datos | 0.31% NT$ 1.1b | |
| Chief Business Officer & GM of NABU | less than a year | sin datos | sin datos | |
| Financial Controller | 3.9yrs | sin datos | sin datos | |
| Deputy General Manager of Japan Business Unit | no data | sin datos | 0.049% NT$ 175.2m |
11.2yrs
Permanencia media
Equipo directivo experimentado: El equipo directivo de 3661 es experimentado (11.2 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 15.1yrs | NT$13.45m | 2.3% NT$ 8.2b | |
| Senior VP of Finance | 7yrs | sin datos | 0.35% NT$ 1.3b | |
| Director | 23.2yrs | NT$1.61m | sin datos | |
| Independent Director | 1.1yrs | sin datos | sin datos | |
| Independent Director | 1.1yrs | sin datos | sin datos | |
| Independent Director | 1.1yrs | sin datos | sin datos | |
| Independent Director | 1.1yrs | sin datos | sin datos |
1.1yrs
Permanencia media
64yo
Promedio de edad
Junta con experiencia: La junta directiva de 3661 no se considera experimentada (1.1 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/21 14:48 |
| Precio de las acciones al final del día | 2026/06/18 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 |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| 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 contamos con 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 |