Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688107.SS
SELLREMOVEShanghai Anlogic Infotech Co., Ltd. · Technology · China · $2.4B · Avg Vol: $89M/d
Shanghai Anlogic Infotech is an FPGA designer that lacks the manufacturing scale and advanced packaging integration required to benefit from the AI compute bottleneck.
COMPANY DESCRIPTION
Shanghai Anlogic Infotech Co., Ltd. designs Field Programmable Gate Arrays (FPGAs) and associated software tools. The company is a leading domestic FPGA designer, offering a wide range of low-to-mid-range FPGAs for industrial control, telecommunications, and consumer electronics. It is a key beneficiary of China's semiconductor localization, addressing the highly complex and high-barrier FPGA market.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 154M | 104M | 96M | 77M | -20.7% |
| EPS | 0.02 | -0.07 | -0.08 | -0.10 | — |
| Shares | 400M | 401M | 401M | 401M | +0.2% |
| Debt | 2M | 9M | 3M | 2M | -10.6% |
| Equity | 237M | 214M | 180M | 139M | -16.2% |
| Op CF | -42M | -29M | -9M | -19M | — |
| Inv CF | -86M | 25M | -10M | 13M | — |
| Fin CF | -4M | 8M | -7M | -2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688107.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688107.SS | Shanghai Anlogic Infotech Co., Ltd.(you) | $2.4B | 33 | SELL |
| 688206.SS | Primarius Technologies Co., Ltd. | $2.5B | 28 | SELL |
| 688515.SS | Motorcomm Electronic Technology Co., Ltd. | $2.3B | 39 | HOLD |
| 688798.SS | Shanghai Awinic Technology Co.,Ltd. | $2.6B | 26 | SELL |
| 688508.SS | Wuxi Chipown Micro-electronics limited | $1.9B | 37 | HOLD |
| 300327.SZ | Sino Wealth Electronic Ltd. | $1.6B | 35 | SELL |
| 688262.SS | C*Core Technology Co., Ltd. | $1.8B | 28 | SELL |
| 688484.SS | Southchip Semiconductor Technology(Shanghai) Co., Ltd. | $2.7B | 42 | HOLD |
| 688279.SS | Fortior Technology (Shenzhen) Co., Ltd. | $3.7B | 36 | HOLD |
| 688325.SS | Guangdong Cellwise Microelectronics Co., Ltd. | $1.4B | 35 | SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%