Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2329.TW
HOLDFLAGOrient Semiconductor Electronics, Limited · Technology · Taiwan · $1.3B · Avg Vol: $29M/d
Orient Semiconductor Electronics provides IC packaging and testing. It stands to benefit from the broader advanced packaging capacity crunch, but lacks the high-end CoWoS technology and deep competitive moat of tier-1 players like TSMC or ASE.
COMPANY DESCRIPTION
Orient Semiconductor Electronics, Limited (OSE) provides integrated semiconductor packaging and testing services (OSAT) alongside electronics manufacturing services (EMS). The company is highly regarded for its specialized expertise in NAND Flash memory packaging, serving major global memory chipmakers. Its dual-track business model allows it to offer turnkey solutions from IC packaging to complete system assembly, particularly for industrial computing and communications markets.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 495M | 532M | 519M | 627M | 8.2% |
| EPS | 0.06 | 0.08 | 0.05 | 0.08 | 6.6% |
| Shares | 555M | 555M | 555M | 560M | +0.8% |
| Debt | 42M | 44M | 47M | 76M | 22.3% |
| Equity | 311M | 359M | 369M | 355M | 4.6% |
| Op CF | 88M | 84M | 104M | 53M | -15.4% |
| Inv CF | -27M | -34M | -63M | -83M | — |
| Fin CF | -21M | -51M | -25M | -25M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 2329.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2329.TW | Orient Semiconductor Electronics, Limited(you) | $1.3B | 58 | HOLD |
| 3680.TWO | Gudeng Precision Industrial Co., Ltd. | $1.7B | 58 | HOLD |
| 8112.TW | Supreme Electronics Co., Ltd. | $1.5B | 67 | BUY |
| 6719.TW | uPI Semiconductor Corp. | $830M | 63 | HOLD |
| 4919.TW | Nuvoton Technology Corporation | $2.6B | 57 | HOLD |
| IMOS | ChipMOS TECHNOLOGIES INC. | $2.3B | 54 | HOLD |
| 6548.TWO | Chang Wah Technology Co., Ltd. | $2.0B | 66 | BUY |
| 2401.TW | Sunplus Technology Company Limited | $562M | 57 | HOLD |
| 4979.TWO | LuxNet Corporation | $2.8B | 59 | HOLD |
| 2388.TW | VIA Technologies, Inc. | $1.4B | 42 | HOLD |
Peer medians: ROE 7.4% · P/E 34.5x · Gross margin 24.0%