Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300661.SZ
BUYREMOVESG Micro Corp · Technology · China · $10.8B · Avg Vol: $533M/d
SG Micro is a leading Chinese analog chip designer. While it is a quality business, it is heavily exposed to highly competitive consumer electronics and industrial markets and does not directly benefit from our advanced packaging or AI infrastructure themes.
COMPANY DESCRIPTION
SG Micro Corp is a leading fabless semiconductor company specializing in the design and sale of high-performance analog and mixed-signal integrated circuits. The company's competitive moat lies in its extensive portfolio of over 3,000 products across power management and signal chain categories, coupled with high R&D efficiency. It is a premier domestic analog chipmaker, capturing market share from global giants in consumer electronics, industrial, and automotive sectors.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 471M | 387M | 495M | 576M | 6.9% |
| EPS | 0.21 | 0.07 | 0.12 | 0.13 | -15.2% |
| Shares | 605M | 611M | 616M | 620M | +2.5% |
| Debt | 9M | 7M | 15M | 62M | 93.6% |
| Equity | 512M | 569M | 681M | 782M | 15.2% |
| Op CF | 140M | 25M | 81M | 69M | -21.1% |
| Inv CF | -78M | -81M | -187M | -69M | — |
| Fin CF | 2M | 6M | 32M | 57M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300661.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300661.SZ | SG Micro Corp(you) | $10.8B | 67 | BUY |
| 603893.SS | Rockchip Electronics Co., Ltd. | $10.9B | 62 | HOLD |
| 300373.SZ | Yangzhou Yangjie Electronic Technology Co., Ltd. | $8.6B | 70 | BUY |
| 300223.SZ | Ingenic Semiconductor Co.,Ltd. | $11.2B | 60 | HOLD |
| 688396.SS | China Resources Microelectronics Limited | $12.6B | 59 | HOLD |
| 002049.SZ | Unigroup Guoxin Microelectronics Co., Ltd. | $10.0B | 56 | HOLD |
| 688498.SS | Yuanjie Semiconductor Technology Co., Ltd. | $20.8B | 64 | HOLD |
| 688766.SS | Puya Semiconductor (Shanghai) Co., Ltd. | $8.4B | 79 | BUY |
| 001309.SZ | Shenzhen Techwinsemi Technology Co., Ltd. | $21.5B | 72 | BUY |
| 301536.SZ | SigmaStar Technology Ltd. | $5.2B | 63 | HOLD |
Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%