Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
6789.TW
HOLDFLAGVisEra Technologies Company Ltd. · Technology · Taiwan · $5.3B · Avg Vol: $81M/d
VisEra provides wafer-level optical semiconductor thin-film processes and packaging. As a key partner in the TSMC ecosystem, it is well-positioned to benefit from the advanced packaging boom, but its low value score (V: 21) suggests the market has already priced in much of this near-term growth.
COMPANY DESCRIPTION
VisEra Technologies Company Ltd. provides wafer-level optical semiconductor manufacturing services, including color filters, micro-lenses, and optical thin-film coatings. The company operates as a critical partner to TSMC, dominating the wafer-level optics market for CMOS image sensors and ambient light sensors. It is a global leader in wafer-level optical technology, essential for smartphone, automotive, and AR/VR sensor applications.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 289M | 231M | 319M | 285M | -0.5% |
| EPS | 0.24 | 0.18 | 0.04 | 0.17 | — | -9.5% |
| Shares | — | 316M | 316M | 317M | 318M | +0.9% |
| Debt | — | 200M | 221M | 150M | 61M | -32.6% |
| Equity | — | 538M | 530M | 576M | 587M | 2.9% |
| Op CF | — | 137M | 85M | 150M | 117M | -5.0% |
| Inv CF | — | -132M | -65M | -32M | -56M | — |
| Fin CF | — | 273M | -3M | -88M | -121M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 6789.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 6789.TW | VisEra Technologies Company Ltd.(you) | $5.3B | 62 | HOLD |
| 6526.TW | Airoha Technology Corp. | $3.5B | 63 | HOLD |
| 4979.TWO | LuxNet Corporation | $2.8B | 60 | HOLD |
| 2337.TW | Macronix International Co., Ltd. | $10.2B | 59 | HOLD |
| 3374.TWO | Xintec Inc. | $2.2B | 63 | HOLD |
| 4919.TW | Nuvoton Technology Corporation | $2.6B | 54 | HOLD |
| 6548.TWO | Chang Wah Technology Co., Ltd. | $2.0B | 65 | BUY |
| 3529.TWO | eMemory Technology Inc. | $8.1B | 76 | BUY |
| 6531.TW | AP Memory Technology Corporation | $6.2B | 82 | STRONG BUY |
| 6488.TWO | GlobalWafers Co., Ltd. | $15.5B | 59 | HOLD |
Peer medians: ROE 7.4% · P/E 34.1x · Gross margin 24.0%