Alchip Technologies Résultats passés
Passé contrôle des critères 3/6
Alchip Technologies a connu une croissance annuelle moyenne de ses bénéfices de 35.8%, tandis que le secteur Semiconductor a vu ses bénéfices augmenter de en baisse à 4.6% par an. Les revenus ont augmenté de en hausse à un taux moyen de 31.4% par an. Le rendement des capitaux propres de Alchip Technologies est 12.9% et ses marges nettes sont de 22.6%.
Informations clés
35.84%
Taux de croissance des bénéfices
32.41%
Taux de croissance du BPA
| Semiconductor Croissance de l'industrie | 19.89% |
| Taux de croissance des recettes | 31.41% |
| Rendement des fonds propres | 12.88% |
| Marge nette | 22.59% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
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.Ventilation des recettes et des dépenses
Comment Alchip Technologies gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 24,628 | 5,563 | 1,065 | 1,872 |
| 31 Dec 25 | 30,926 | 5,598 | 1,307 | 1,831 |
| 30 Sep 25 | 39,270 | 5,951 | 1,546 | 1,826 |
| 30 Jun 25 | 47,526 | 6,416 | 1,680 | 2,011 |
| 31 Mar 25 | 51,963 | 6,679 | 1,756 | 2,125 |
| 31 Dec 24 | 51,969 | 6,446 | 1,563 | 2,142 |
| 30 Sep 24 | 48,124 | 5,729 | 1,405 | 2,138 |
| 30 Jun 24 | 40,908 | 4,825 | 1,369 | 1,967 |
| 31 Mar 24 | 35,255 | 3,973 | 1,533 | 1,697 |
| 31 Dec 23 | 30,482 | 3,325 | 1,487 | 1,547 |
| 30 Sep 23 | 25,837 | 2,720 | 1,367 | 1,446 |
| 30 Jun 23 | 21,778 | 2,275 | 1,264 | 1,316 |
| 31 Mar 23 | 16,825 | 1,968 | 980 | 1,240 |
| 31 Dec 22 | 13,725 | 1,834 | 948 | 1,171 |
| 30 Sep 22 | 11,628 | 1,673 | 782 | 1,134 |
| 30 Jun 22 | 10,635 | 1,590 | 729 | 1,022 |
| 31 Mar 22 | 10,387 | 1,551 | 715 | 1,014 |
| 31 Dec 21 | 10,428 | 1,490 | 745 | 989 |
| 30 Sep 21 | 9,860 | 1,373 | 725 | 941 |
| 30 Jun 21 | 9,300 | 1,246 | 702 | 916 |
| 31 Mar 21 | 8,217 | 1,048 | 656 | 848 |
| 31 Dec 20 | 7,079 | 835 | 549 | 784 |
| 30 Sep 20 | 6,602 | 740 | 542 | 755 |
| 30 Jun 20 | 5,513 | 624 | 540 | 719 |
| 31 Mar 20 | 4,735 | 508 | 510 | 700 |
| 31 Dec 19 | 4,332 | 434 | 501 | 686 |
| 30 Sep 19 | 3,687 | 223 | 407 | 650 |
| 30 Jun 19 | 3,648 | 200 | 356 | 645 |
| 31 Mar 19 | 3,756 | 243 | 404 | 629 |
| 31 Dec 18 | 3,451 | 257 | 392 | 620 |
| 30 Sep 18 | 3,381 | 407 | 470 | 613 |
| 30 Jun 18 | 4,116 | 412 | 457 | 572 |
| 31 Mar 18 | 4,312 | 385 | 378 | 563 |
| 31 Dec 17 | 4,266 | 309 | 359 | 522 |
| 30 Sep 17 | 4,560 | 276 | 309 | 472 |
| 30 Jun 17 | 3,862 | 152 | 266 | 458 |
| 31 Mar 17 | 3,507 | -183 | 293 | 423 |
| 31 Dec 16 | 3,691 | -211 | 274 | 424 |
| 30 Sep 16 | 3,567 | -183 | 300 | 440 |
| 30 Jun 16 | 3,972 | -65 | 318 | 439 |
| 31 Mar 16 | 4,032 | 194 | 274 | 429 |
| 31 Dec 15 | 3,786 | 129 | 269 | 412 |
| 30 Sep 15 | 4,116 | 63 | 241 | 400 |
| 30 Jun 15 | 4,102 | 59 | 242 | 388 |
Des revenus de qualité: 3661 a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de 3661 sont plus élevées que l'année dernière 3661. (22.6%) sont plus élevées que l'année dernière (12.9%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de 3661 ont augmenté de manière significative de 35.8% par an au cours des 5 dernières années.
Accélération de la croissance: 3661 a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: 3661 a enregistré une croissance négative de ses bénéfices ( -16.7% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Semiconductor ( 2.4% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de 3661 ( 12.9% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 06:06 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Alchip Technologies, Limited est couverte par 22 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Haas Liu | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |
| null null | Capital Securities Corporation |