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600584.SS
HOLDAPPROVEJCET Group Co., Ltd. · Technology · China · $21.7B · Avg Vol: $2.6B/d
JCET Group is one of the world's leading Outsourced Semiconductor Assembly and Test (OSAT) providers, with advanced packaging capabilities (high-density SiP, 2.5D/3D packaging). As the industry hits the physical limits of monolithic silicon, advanced packaging is the primary bottleneck for AI accelerators. JCET's established global footprint and technological capability make it a prime beneficiary of this structural shift, trading at a reasonable valuation due to the broader Chinese market discount.
COMPANY DESCRIPTION
JCET Group Co., Ltd. provides semiconductor packaging, testing, and assembly services (OSAT) globally. The company ranks as the largest OSAT provider in China and third-largest globally, offering advanced packaging technologies like SiP and chiplet integration. It is a global semiconductor leader with advanced manufacturing facilities across Asia and Europe, critical to the global chip supply chain.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.0B | 4.4B | 5.3B | 5.7B | 4.8% |
| EPS | 0.27 | 0.12 | 0.13 | 0.13 | -21.8% |
| Shares | 1.8B | 1.8B | 1.8B | 1.8B | +0.6% |
| Debt | 1.1B | 1.4B | 1.9B | 1.8B | 18.0% |
| Equity | 3.6B | 3.9B | 4.1B | 4.2B | 5.2% |
| Op CF | 889M | 656M | 862M | 688M | -8.2% |
| Inv CF | -792M | -147M | -925M | -1.3B | — |
| Fin CF | -155M | 209M | 357M | 108M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 600584.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600584.SS | JCET Group Co., Ltd.(you) | $21.7B | 44 | HOLD |
| 300672.SZ | Hunan Goke Microelectronics Co.,Ltd. | $10.6B | 44 | HOLD |
| 688172.SS | Beijing YanDong MicroElectronic Co., Ltd. | $15.2B | 36 | HOLD |
| 603501.SS | OmniVision Integrated Circuits Group, Inc. | $17.7B | 31 | SELL |
| 688521.SS | VeriSilicon Microelectronics (Shanghai) Co., Ltd. | $19.2B | 28 | SELL |
| 688525.SS | BIWIN Storage Technology Co., Ltd. | $22.8B | 63 | HOLD |
| 688498.SS | Yuanjie Semiconductor Technology Co., Ltd. | $20.8B | 64 | HOLD |
| 600703.SS | Sanan Optoelectronics Co.,Ltd | $11.5B | 35 | HOLD |
| 600460.SS | Hangzhou Silan Microelectronics Co., Ltd. | $8.5B | 40 | HOLD |
| 688249.SS | Nexchip Semiconductor Corporation | $13.5B | 30 | SELL |
Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%