Alchip Technologies 경영진
경영진 기준 점검 1/4
Alchip Technologies CEO는 Johnny Shen, Jan2010 에 임명되었습니다 의 임기는 16.33 년입니다. 는 NT$9.16B 가치에 해당하는 회사 주식의 2.3% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 11.1 년과 1 년입니다.
핵심 정보
Johnny Shen
최고경영자
n/a
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | 16.3yrs |
| CEO 지분 보유율 | 2.3% |
| 경영진 평균 재임 기간 | 11.1yrs |
| 이사회 평균 재임 기간 | 1yr |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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
16.3yrs
재임 기간
NT$13,447,000
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 16.3yrs | NT$13.45m | 2.3% NT$ 9.2b | |
| Senior VP of Finance | 14.4yrs | 데이터 없음 | 0.36% NT$ 1.4b | |
| Accounting Supervisor | no data | 데이터 없음 | 데이터 없음 | |
| Vice President of Worldwide Sales | 8.5yrs | 데이터 없음 | 0.21% NT$ 851.7m | |
| Director of Corporate HR | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Design Engineering | 13.8yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP of Business Development & GM of North America Business Unit | no data | 데이터 없음 | 0.31% NT$ 1.2b | |
| Chief Business Officer & GM of NABU | less than a year | 데이터 없음 | 데이터 없음 | |
| Financial Controller | 3.8yrs | 데이터 없음 | 데이터 없음 | |
| Deputy General Manager of Japan Business Unit | no data | 데이터 없음 | 0.049% NT$ 195.8m |
11.1yrs
평균 재임 기간
경험이 풍부한 관리: 3661의 경영진은 노련하고 경험이 풍부합니다(평균 재임 11.1 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 15yrs | NT$13.45m | 2.3% NT$ 9.2b | |
| Senior VP of Finance | 6.9yrs | 데이터 없음 | 0.36% NT$ 1.4b | |
| Director | 23.1yrs | NT$1.61m | 데이터 없음 | |
| Independent Director | 1yr | 데이터 없음 | 데이터 없음 | |
| Independent Director | 1yr | 데이터 없음 | 데이터 없음 | |
| Independent Director | 1yr | 데이터 없음 | 데이터 없음 | |
| Independent Director | 1yr | 데이터 없음 | 데이터 없음 |
1.0yrs
평균 재임 기간
63yo
평균 나이
경험이 풍부한 이사회: 3661의 이사회는 경험이 부족한 것으로 간주됩니다(평균 재임 1 년) — 신규 이사회일 가능성이 있습니다.
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/23 19:04 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Alchip Technologies, Limited는 22명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Haas Liu | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |
| null null | Capital Securities Corporation |