View ValuationSemiFive 将来の成長Future 基準チェック /56SemiFive利益と収益がそれぞれ年間110.9%と47.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.8% 111.5%なると予測されています。主要情報110.9%収益成長率111.54%EPS成長率Semiconductor 収益成長27.5%収益成長率47.4%将来の株主資本利益率5.77%アナリストカバレッジLow最終更新日17 Aug 2026今後の成長に関する最新情報Breakeven Date Change • Aug 19Forecast breakeven date pushed back to 2027The analyst covering SemiFive previously expected the company to break even in 2026. New forecast suggests losses will reduce by 100% to 2026. The company is expected to make a profit of ₩5.87b in 2027. Average annual earnings growth of 111% is required to achieve expected profit on schedule.Breakeven Date Change • May 26Forecast breakeven date moved forward to 2026The analyst covering SemiFive previously expected the company to break even in 2027. New forecast suggests the company will make a profit of ₩5.59b in 2026. Earnings growth of 99% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesBreakeven Date Change • Aug 19Forecast breakeven date pushed back to 2027The analyst covering SemiFive previously expected the company to break even in 2026. New forecast suggests losses will reduce by 100% to 2026. The company is expected to make a profit of ₩5.87b in 2027. Average annual earnings growth of 111% is required to achieve expected profit on schedule.分析記事 • Jun 01Companies Like SemiFive (KOSDAQ:490470) Can Afford To Invest In GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • May 29SEMIFIVE Showcases Advanced 3D-IC and Big Die Solutions for AI Semiconductor Innovation at SAFE Forum 2026SEMIFIVE announced its participation in the Samsung Advanced Foundry Ecosystem (SAFE Forum 2026) in San Jose. At this forum, Brandon Cho, CEO and co-founder of SEMIFIVE, will deliver a presentation titled 'Leading 3D-IC/Big Die Solution for AI Innovation.' SEMIFIVE presents its 3-dimensional integrated circuit (3D-IC) ASIC design solution as a core strategy to resolve the 'Memory Wall,' the bottleneck between computing devices and memory, which has emerged as a major challenge in the AI industry. SEMIFIVE's 3D-IC solution vertically integrates logic and memory into a single system architecture, significantly shortening data transmission distances. Compared to conventional High Bandwidth Memory (HBM) configurations, this architecture achieves higher memory bandwidth, lower latency, higher power efficiency, and lower cost. Specifically, the reduced chip footprint enables compact packaging and greater design flexibility for a wide range of AI chip development, spanning from edge devices with space and power constraints to high-performance data centers. SEMIFIVE is currently accelerating the commercialization of AI chips that vertically stack a 4-layer memory on top of a large logic chip, in collaboration with global customers. Furthermore, leveraging its proprietary design platform and robust global supply chain, the company is proactively responding to the surging demand for next-generation AI chips while expanding its market influence. SEMIFIVE delivers its optimized Big Die Solution for reliable large-scale AI semiconductor design and will showcase its latest achievements in Big Die design at this forum. The company highlights its collaboration with AI semiconductor startup HyperAccel on 'Bertha,' the LLM Processing Unit (LPU)-based AI inference accelerator. SEMIFIVE successfully executed the comprehensive design and verification process for the Big Die exceeding 500mm² based on Samsung Foundry's 4nm (SF4X) process technology. At the event, SEMIFIVE will host a dedicated exhibition booth to solidify business collaboration and strengthen networking with global customers and partners.Breakeven Date Change • May 26Forecast breakeven date moved forward to 2026The analyst covering SemiFive previously expected the company to break even in 2027. New forecast suggests the company will make a profit of ₩5.59b in 2026. Earnings growth of 99% is required to achieve expected profit on schedule.New Risk • Apr 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Feb 14SemiFive Inc., Annual General Meeting, Mar 31, 2026SemiFive Inc., Annual General Meeting, Mar 31, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 8, seongnam-daero 331beon-gil, bundang-gu, gyeonggi-do, seongnam South KoreaBoard Change • Jan 02No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). President & Director Steve H. Park was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.業績と収益の成長予測KOSDAQ:A490470 - アナリストの将来予測と過去の財務データ ( )KRW Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028550,41336,884N/AN/A112/31/2027376,9245,871N/AN/A112/31/2026198,526-14,838N/AN/A13/31/2026148,611-40,186-19,587-15,167N/A12/31/2025120,952-56,220-11,040-8,881N/A9/30/2025118,464-51,836-6,653-4,600N/A6/30/2025113,875-17,923-16,101-14,614N/A3/31/2025109,030-155,066-26,514-25,290N/A12/31/2024111,813-290,897-20,689-19,440N/A12/31/202371,313-86,179-32,560-31,224N/A12/31/202280,228-42,625-41,100-36,292N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A490470は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.3% ) よりも高い成長率であると考えられます。収益対市場: A490470今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: A490470今後 3 年以内に収益を上げることが予想されます。収益対市場: A490470の収益 ( 47.4% ) KR市場 ( 14.5% ) よりも速いペースで成長すると予測されています。高い収益成長: A490470の収益 ( 47.4% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A490470の 自己資本利益率 は、3年後には低くなると予測されています ( 5.8 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/20 19:02終値2026/08/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SemiFive Inc. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Nicolas GaudoisUBS Investment Bank
Breakeven Date Change • Aug 19Forecast breakeven date pushed back to 2027The analyst covering SemiFive previously expected the company to break even in 2026. New forecast suggests losses will reduce by 100% to 2026. The company is expected to make a profit of ₩5.87b in 2027. Average annual earnings growth of 111% is required to achieve expected profit on schedule.
Breakeven Date Change • May 26Forecast breakeven date moved forward to 2026The analyst covering SemiFive previously expected the company to break even in 2027. New forecast suggests the company will make a profit of ₩5.59b in 2026. Earnings growth of 99% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 19Forecast breakeven date pushed back to 2027The analyst covering SemiFive previously expected the company to break even in 2026. New forecast suggests losses will reduce by 100% to 2026. The company is expected to make a profit of ₩5.87b in 2027. Average annual earnings growth of 111% is required to achieve expected profit on schedule.
分析記事 • Jun 01Companies Like SemiFive (KOSDAQ:490470) Can Afford To Invest In GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • May 29SEMIFIVE Showcases Advanced 3D-IC and Big Die Solutions for AI Semiconductor Innovation at SAFE Forum 2026SEMIFIVE announced its participation in the Samsung Advanced Foundry Ecosystem (SAFE Forum 2026) in San Jose. At this forum, Brandon Cho, CEO and co-founder of SEMIFIVE, will deliver a presentation titled 'Leading 3D-IC/Big Die Solution for AI Innovation.' SEMIFIVE presents its 3-dimensional integrated circuit (3D-IC) ASIC design solution as a core strategy to resolve the 'Memory Wall,' the bottleneck between computing devices and memory, which has emerged as a major challenge in the AI industry. SEMIFIVE's 3D-IC solution vertically integrates logic and memory into a single system architecture, significantly shortening data transmission distances. Compared to conventional High Bandwidth Memory (HBM) configurations, this architecture achieves higher memory bandwidth, lower latency, higher power efficiency, and lower cost. Specifically, the reduced chip footprint enables compact packaging and greater design flexibility for a wide range of AI chip development, spanning from edge devices with space and power constraints to high-performance data centers. SEMIFIVE is currently accelerating the commercialization of AI chips that vertically stack a 4-layer memory on top of a large logic chip, in collaboration with global customers. Furthermore, leveraging its proprietary design platform and robust global supply chain, the company is proactively responding to the surging demand for next-generation AI chips while expanding its market influence. SEMIFIVE delivers its optimized Big Die Solution for reliable large-scale AI semiconductor design and will showcase its latest achievements in Big Die design at this forum. The company highlights its collaboration with AI semiconductor startup HyperAccel on 'Bertha,' the LLM Processing Unit (LPU)-based AI inference accelerator. SEMIFIVE successfully executed the comprehensive design and verification process for the Big Die exceeding 500mm² based on Samsung Foundry's 4nm (SF4X) process technology. At the event, SEMIFIVE will host a dedicated exhibition booth to solidify business collaboration and strengthen networking with global customers and partners.
Breakeven Date Change • May 26Forecast breakeven date moved forward to 2026The analyst covering SemiFive previously expected the company to break even in 2027. New forecast suggests the company will make a profit of ₩5.59b in 2026. Earnings growth of 99% is required to achieve expected profit on schedule.
New Risk • Apr 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South Korean stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Feb 14SemiFive Inc., Annual General Meeting, Mar 31, 2026SemiFive Inc., Annual General Meeting, Mar 31, 2026, at 10:00 Tokyo Standard Time. Location: conference room, 8, seongnam-daero 331beon-gil, bundang-gu, gyeonggi-do, seongnam South Korea
Board Change • Jan 02No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). President & Director Steve H. Park was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.