Advantech Co., Ltd.

TWSE:2395 주식 리포트

시가총액: NT$428.9b

Advantech 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Miller Chang

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간no data
CEO 지분 보유율0.02%
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간9.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 17

2395: Edge AI Expansion And Extra Dividends Will Support Measured Medium Term Upside

Analysts have kept their Advantech price target broadly stable at around NT$489.73, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that leave their overall valuation view largely unchanged. What’s in the News for Advantech Advantech issued earnings guidance for the second quarter of 2026, with expected revenue between US$650 million and US$670 million based on an exchange rate of US$1 to TWD 31.5, and anticipated operating margin in the 16% to 18% range.
내러티브 업데이트 Jun 02

2395: Edge AI Rollout And Dividends Will Support Balanced Medium Term Upside

Analysts have raised Advantech's price target from NT$358.07 to NT$489.73, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News Advantech issued earnings guidance for the second quarter of 2026, projecting revenue between US$650 million and US$670 million based on an exchange rate of US$1 to TWD 31.5, with an expected operating margin of 16% to 18%.
새로운 내러티브 Jun 01

Edge AI Dependence And Semiconductor Exposure Will Tighten Margins And Restrain Long Term Prospects

Catalysts About Advantech Advantech provides industrial computing, edge computing and Internet of Things hardware and services used across sectors such as semiconductors, factory automation, transportation, energy, medical and smart cities. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 May 12

Edge AI And Robotics Expansion Will Drive A Powerful Multi Year Upside Story

Catalysts About Advantech Advantech supplies industrial edge computing, IoT automation, embedded systems and Edge AI hardware and platforms used across sectors such as semiconductors, medical equipment, transportation and energy. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 24

2395: Edge AI Compute Rollout And Open MIPI Standard Will Drive Upside

Analysts have kept their fair value estimate for Advantech steady at NT$358.07 per share, with only marginal tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions resulting in a very small downward revision in the price target. What's in the News Advantech is integrating Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers.
내러티브 업데이트 Feb 10

2395: Edge AI Partnerships And Wi Fi 7 Platform Expansion Will Support Upside

Analysts have trimmed their fair value estimate for Advantech by about $1 to roughly $358, reflecting slightly updated assumptions on discount rate, revenue growth, profit margins and future P/E that leave the overall valuation framework broadly unchanged. What's in the News Advantech is integrating Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting real-time defect inspection, predictive maintenance, and intelligent monitoring at the edge (Client Announcement).
내러티브 업데이트 Jan 24

2395: Edge AI Partnerships And Platforms Will Support Future Upside Potential

Analysts have kept their fair value estimate for Advantech unchanged at what they view as around fair value, while making only slight tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E that together support maintaining the current price target level. What's in the News Advantech plans to integrate Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting use cases such as real-time defect inspection, predictive maintenance, and intelligent monitoring at the edge (Client Announcements).
내러티브 업데이트 Jan 08

2395: Edge AI Platforms And Partnerships Will Support Long Term Leadership

Narrative Update on Advantech Analysts now see Advantech’s fair value at US$359.07, up slightly from US$357.60, reflecting small adjustments to the discount rate and future P/E assumptions rather than any major change in the underlying outlook. What's in the News Advantech plans to integrate Intel Core Ultra Series 3 processors, built on Intel 18A, into upcoming industrial motherboards and edge AI computers, targeting higher on-device AI performance and lower cloud data costs for workloads such as real-time inspection and predictive maintenance (Client Announcements).
내러티브 업데이트 Dec 24

2395: New Edge AI Alliances Will Drive Long Term Market Leadership

Analysts have nudged their price target for Advantech slightly higher to reflect modest improvements in long term profitability and valuation assumptions, while keeping overall fair value broadly unchanged. What's in the News Launched MIPI-C, an open MIPI over USB Type-C standard that extends camera cable length to 2 meters, improves EMI resistance, and supports 2K to 4K imaging for AI robotics and machine vision, with patents and specifications opened to ecosystem partners (Key Developments).
내러티브 업데이트 Dec 10

2395: New Edge AI Alliances Will Drive Long Term Market Leadership

Analysts have modestly raised their price target on Advantech, citing a slightly higher assumed future price-to-earnings multiple and stable long-term growth and margin forecasts that together support a valuation now hovering around $358 per share. What's in the News Announced a collaboration with D3 Embedded to integrate Advantech AFE R360/R760 platforms with advanced GMSL2 camera systems, enhancing AI powered vision and object recognition for autonomous mobile robots in manufacturing, warehouse, and retail settings (client announcement).
내러티브 업데이트 Nov 25

2395: New Alliances Will Drive Edge AI Leadership And Industrial Market Gains

Analysts have revised their fair value price target for Advantech slightly downward from $365.73 to $357.60. They cite modest adjustments to key financial assumptions, including projected profit margins and discount rates.
내러티브 업데이트 Nov 06

2395: Collaboration On Edge AI Solutions Will Drive Future Industry Leadership

Analysts have slightly lowered their price target for Advantech from $372.14 to $365.73. They cite modest adjustments to revenue growth, profit margins, and discount rates in their updated expectations.
내러티브 업데이트 Sep 06

US And China Facility Investments Will Secure Resilient Industry Leadership

With the discount rate for Advantech declining slightly while the future P/E remains stable, the consensus analyst price target has effectively held steady at NT$372.14. What's in the News Advantech announced the MIC-742-AT Robotics Development Kit powered by NVIDIA Jetson Thor, featuring ultra-high AI performance, Holoscan platform support, low-latency multimodal sensor synchronization, and targeting advanced robotics applications.
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새로운 내러티브 Nov 25

Tactical R&D In Edge AI And US Expansion Set To Revitalize Growth And Margins

Strategic investments in Edge AI and software engineering aim to drive growth and innovation, enhancing revenue through high-value product development.

CEO

Miller Chang (56 yo)

no data
재임 기간

Mr. Miller Chang is President of Advantech Co., Ltd. and serves as its President of Embedded Sector from 2024. He served as President of Embedded IoT at Advantech Co., Ltd.until 2024. He served as Preside...


리더십 팀

이름직위재임 기간보수지분
Ke Cheng Liu
Founder & Executive Chairman40.6yrsNT$9.03m3.77%
NT$ 16.2b
Chaney Ho
Founder & Non-Executive Directorno dataNT$2.00m데이터 없음
Miller Chang
President & President of Embedded Sectorno data데이터 없음0.024%
NT$ 102.5m
Eric Chen
Presidentno data데이터 없음데이터 없음
Mandy Lin
CFO & Accounting Supervisor5.8yrs데이터 없음데이터 없음
Linda Tsai
President of Intelligent System Sector & COOless than a year데이터 없음0.073%
NT$ 311.7m
Grace Liao
Senior Manager of Chairman & Investor Relations Chief Managerno data데이터 없음데이터 없음
Paul Luo
Managing Director of Advantech China2.4yrs데이터 없음데이터 없음
Charlie Chung
Managing Director of Advantech Korea2.4yrs데이터 없음데이터 없음
Vincent Chang
Managing Director of Asia & Intercontinental Region (AInterCon)5.1yrs데이터 없음데이터 없음
Joey Hsu
Director of Embedded IoT Groupno data데이터 없음데이터 없음
Ching-Po Lin
Vice President of IoT Automation Sectorno data데이터 없음데이터 없음
3.8yrs
평균 재임 기간
72yo
평균 나이

경험이 풍부한 관리: 2395의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).


이사회 구성원

이름직위재임 기간보수지분
Ke Cheng Liu
Founder & Executive Chairman40.6yrsNT$9.03m3.77%
NT$ 16.2b
Chaney Ho
Founder & Non-Executive Director9.1yrsNT$2.00m데이터 없음
Kuo-Feng Wu
Supervisor21.1yrs데이터 없음데이터 없음
W. C. Liu
Independent Director9.1yrsNT$4.20m데이터 없음
Jeff HT Chen
Non-Executive Director12yrsNT$3.00m데이터 없음
Tian Chong Chen
Supervisor12yrs데이터 없음데이터 없음
Chun Sheng He
Representative Directorno dataNT$2.00m0.0077%
NT$ 33.2m
Chan-Jane Lin
Independent Director6.1yrsNT$3.00m데이터 없음
Wesley Liu
Representative Director6.1yrsNT$6.31m0.048%
NT$ 204.3m
Tony Liu
Representative Director3.1yrsNT$5.78m0.043%
NT$ 182.8m
Ming-Hui Chang
Independent Director3.1yrsNT$4.20m데이터 없음
Ji-Ren Lee
Non-Executive Director3.1yrsNT$3.00m데이터 없음
9.1yrs
평균 재임 기간
74yo
평균 나이

경험이 풍부한 이사회: 2395의 이사회경험이 있음으로 간주됩니다(평균 재임 9.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/21 05:47
종가2026/06/18 00:00
수익2026/03/31
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.

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분석가 소스

Advantech Co., Ltd.는 31명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Aaron WuBarclays
Robert ChengBofA Global Research
Zhaoxiang YenCapital Securities Corporation