Alchip Technologies, Limited

TWSE:3661 주식 리포트

시가총액: NT$345.5b

Alchip Technologies 배당 및 자사주 매입

배당 기준 점검 3/6

Alchip Technologies 수익으로 충분히 충당되는 현재 수익률 0.81% 보유한 배당금 지급 회사입니다.

핵심 정보

0.8%

배당 수익률

-0.1%

자사주 매입 수익률

총 주주 수익률0.7%
미래 배당 수익률1.8%
배당 성장률31.2%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향50%

최근 배당 및 자사주 매입 업데이트

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.
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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.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 3661 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.

배당금 증가: 3661 의 배당금 지급은 지난 10 년 동안 증가했습니다.


배당 수익률 vs 시장

Alchip Technologies 배당 수익률 vs 시장
3661의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (3661)0.8%
시장 하위 25% (TW)1.5%
시장 상위 25% (TW)5.1%
업계 평균 (Semiconductor)1.1%
분석가 예측 (3661) (최대 3년)1.8%

주목할만한 배당금: 3661 의 배당금( 0.81% )은 TW 시장에서 배당금 지급자의 하위 25%( 1.49% )와 비교해 주목할 만하지 않습니다.

고배당: 3661 의 배당금( 0.81% )은 TW 시장에서 배당금 지급자의 상위 25%( 5.07% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 49.7% )로 3661 의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 22.2% )이 낮기 때문에 3661 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 05:23
종가2026/05/04 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Alchip Technologies, Limited는 22명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Haas LiuBofA Global Research
Liyen ChenCapital Securities Corporation
null nullCapital Securities Corporation