Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688261.SS
STRONG SELLREMOVESuzhou Oriental Semiconductor Company Limited · Technology · China · $1.7B · Avg Vol: $105M/d
Chinese power semiconductor manufacturer. It does not possess the advanced packaging capabilities (CoWoS/HBM) required to capture the AI bottleneck theme, and faces severe domestic oversupply.
COMPANY DESCRIPTION
Suzhou Oriental Semiconductor designs and develops high-performance power semiconductor devices, including Super Junction MOSFETs and IGBTs. The company's competitive moat is established through its advanced device structures and high-efficiency power conversion technologies. It is a leading domestic fabless player in the high-voltage power device market, serving the renewable energy and industrial automation sectors.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 165M | 144M | 148M | 185M | 3.9% |
| EPS | 0.35 | 0.17 | 0.05 | 0.06 | -45.5% |
| Shares | 123M | 123M | 123M | 123M | -0.0% |
| Debt | 586,179 | 5M | 3M | 7M | 124.6% |
| Equity | 419M | 423M | 429M | 437M | 1.4% |
| Op CF | 21M | 10M | -13M | -28M | -50.2% |
| Inv CF | -27M | -6M | -3M | -48M | — |
| Fin CF | 292M | -13M | -9M | 5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688261.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688261.SS | Suzhou Oriental Semiconductor Company Limited(you) | $1.7B | 19 | STRONG SELL |
| 6451.TW | ShunSin Technology Holdings Limited | $1.9B | 18 | STRONG SELL |
| 0600.HK | Axera Semiconductor Co Ltd | $1.4B | 17 | STRONG SELL |
| 688691.SS | Brite Semiconductor (Shanghai) Co., Ltd. | $1.9B | 15 | STRONG SELL |
| 300708.SZ | Focus Lightings Tech Co., Ltd. | $1.3B | 21 | SELL |
| 688153.SS | Vanchip (Tianjin) Technology Co., Ltd. | $1.9B | 13 | STRONG SELL |
| 688591.SS | Telink Semiconductor(Shanghai)Co.,Ltd. | $1.2B | 18 | STRONG SELL |
| 600770.SS | Jiangsu Zongyi Co.,LTD | $1.2B | 21 | SELL |
| 688135.SS | Guangdong Leadyo IC Testing Co., Ltd. | $1.3B | 17 | STRONG SELL |
| 688262.SS | C*Core Technology Co., Ltd. | $1.8B | 28 | SELL |
Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%