Alchip Technologies Crescita futura
Criteri Future verificati 6/6
Alchip Technologies prevede che gli utili e i ricavi cresceranno rispettivamente di 39.8% e 51.9% all'anno. Si prevede che l'EPS crescerà di 39.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 27.5% in 3 anni.
Informazioni chiave
39.8%
Tasso di crescita degli utili
39.52%
Tasso di crescita dell'EPS
| Semiconductor crescita degli utili | 25.7% |
| Tasso di crescita dei ricavi | 51.9% |
| Rendimento futuro del capitale proprio | 27.50% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 14 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 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 |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di 3661 ( 39.8% all'anno) è superiore al tasso di risparmio ( 1.3% ).
Guadagni vs Mercato: Si prevede che gli utili di 3661 ( 39.8% all'anno) cresceranno più rapidamente del mercato TW ( 26.1% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di 3661 cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di 3661 ( 51.9% all'anno) crescerà più rapidamente del mercato TW ( 18.6% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di 3661 ( 51.9% all'anno) crescerà più rapidamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di 3661 sarà elevato tra 3 anni ( 27.5 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 17:44 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Alchip Technologies, Limited è coperta da 22 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Haas Liu | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |
| null null | Capital Securities Corporation |