Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2340.TW
SELLFLAGTaiwan-Asia Semiconductor Corporation · Technology · Taiwan · $532M · Avg Vol: $11M/d
Taiwan-Asia Semiconductor (formerly Opto Tech) is pivoting toward silicon carbide (SiC) and advanced sensing chips. While it sits in the Taiwanese semiconductor ecosystem, it lacks the scale and dominant advanced packaging capabilities of tier-1 players required to fully capture the AI bottleneck theme.
COMPANY DESCRIPTION
Taiwan-Asia Semiconductor Corporation (formerly Opto Tech) specializes in the manufacture of optoelectronic semiconductor materials, including LED chips, infrared sensors, and silicon photodetectors. The company is a dominant global supplier of photodetectors used in smart wearable devices, benefiting from strategic investment and supply chain integration with the Foxconn Group. Its ongoing expansion into third-generation power semiconductors (GaN and SiC) positions it to capture high-growth automotive and industrial power markets.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 144M | 127M | 137M | 138M | -1.5% |
| EPS | 0.07 | 0.03 | 0.02 | -0.04 | — | -42.4% |
| Shares | — | 439M | 439M | 439M | 439M | 0.0% |
| Debt | — | 17M | 73M | 159M | 178M | 117.9% |
| Equity | — | 271M | 265M | 240M | 209M | -8.3% |
| Op CF | — | 48M | 10M | -3M | -10M | -79.0% |
| Inv CF | — | -20M | -91M | -77M | -31M | — |
| Fin CF | — | -42M | 48M | 90M | 48M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 2340.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2340.TW | Taiwan-Asia Semiconductor Corporation(you) | $532M | 25 | SELL |
| 5314.TWO | Myson Century, Inc. | $581M | 29 | SELL |
| 3228.TWO | RDC Semiconductor Co., Ltd. | $458M | 21 | SELL |
| 6643.TWO | M31 Technology Corporation | $778M | 23 | SELL |
| 6937.TW | Skytech Inc. | $651M | 32 | SELL |
| 3234.TWO | TrueLight Corporation | $384M | 30 | SELL |
| 4925.TWO | JMicron Technology Corp. | $377M | 35 | HOLD |
| 2426.TW | Tyntek Corporation | $778M | 37 | HOLD |
| 3581.TWO | Zen Voce Corporation | $384M | 39 | HOLD |
| 3707.TWO | Episil Technologies Inc. | $1.1B | 20 | STRONG SELL |
Peer medians: ROE 7.5% · P/E 34.1x · Gross margin 24.0%