Alchip Technologies Förvaltning
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Alchip Technologies VD är Johnny Shen, utsedd i Jan 2010, har en anställningstid på 16.5 år. äger direkt 2.3% av företagets aktier, värda NT$ 6.53B. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 11.3 år respektive 1.2 år.
Viktig information
Johnny Shen
Verkställande direktör
n/a
Total ersättning
| VD-lön i procent | n/a |
| Anställning som VD | 16.5yrs |
| Ägande av VD | 2.3% |
| Ledningens genomsnittliga anställningstid | 11.3yrs |
| Styrelsens genomsnittliga mandatperiod | 1.2yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jun 24
3661: Future 3DIC Platform Adoption Will Support Balanced Long Term Upside Potential
Analysts now set a higher fair value price target for Alchip Technologies at NT$4,053.05, up from NT$3,913.21. They cite updated assumptions for revenue growth of 79.23% and a profit margin of 14.34%, alongside a future P/E of 21.85 and a revised discount rate of 9.72%.
Uppdatering av berättelse • Jun 06
3661: 3DIC Platform Will Drive Future AI Accelerator Upside Potential
Analysts have lifted their fair value estimate for Alchip Technologies from NT$4,404.14 to NT$5,733.21, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News Alchip Technologies highlighted its 3DIC platform as a way to support next generation AI and high performance computing devices through flexible chiplet architectures and advanced packaging integration.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.VD OCH KONCERNCHEF
Johnny Shen
16.5yrs
Anställning
NT$13,447,000
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 16.5yrs | NT$13.45m | 2.3% NT$ 6.5b | |
| Senior VP of Finance | 14.6yrs | inga uppgifter | 0.35% NT$ 1.0b | |
| Accounting Supervisor | no data | inga uppgifter | inga uppgifter | |
| Vice President of Worldwide Sales | 8.7yrs | inga uppgifter | 0.21% NT$ 607.3m | |
| Director of Corporate HR | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Design Engineering | 13.9yrs | inga uppgifter | inga uppgifter | |
| Senior VP of Business Development & GM of North America Business Unit | no data | inga uppgifter | 0.31% NT$ 883.0m | |
| Chief Business Officer & GM of NABU | less than a year | inga uppgifter | inga uppgifter | |
| Financial Controller | 4yrs | inga uppgifter | inga uppgifter | |
| Deputy General Manager of Japan Business Unit | no data | inga uppgifter | 0.049% NT$ 139.6m |
11.3yrs
Genomsnittlig anställningstid
Erfaren ledning: 3661 s ledningsgrupp är erfaren och erfaren ( 11.3 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 15.2yrs | NT$13.45m | 2.3% NT$ 6.5b | |
| Senior VP of Finance | 7.1yrs | inga uppgifter | 0.35% NT$ 1.0b | |
| Director | 23.3yrs | NT$1.61m | inga uppgifter | |
| Independent Director | 1.2yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 1.2yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 1.2yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 1.2yrs | inga uppgifter | inga uppgifter |
1.2yrs
Genomsnittlig anställningstid
64yo
Genomsnittlig ålder
Erfaren styrelse: 3661 s styrelse anses inte vara erfaren ( 1.2 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/21 22:16 |
| Aktiekurs vid dagens slut | 2026/07/21 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Alchip Technologies, Limited bevakas av 24 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Haas Liu | BofA Global Research |
| Liyen Chen | Capital Securities Corporation |
| null null | Capital Securities Corporation |