Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688691.SS
STRONG SELLREMOVEBrite Semiconductor (Shanghai) Co., Ltd. · Technology · China · $1.9B · Avg Vol: $142M/d
Brite Semiconductor is an ASIC design service provider. While it operates in the semiconductor space, it does not possess the physical advanced packaging assets or proprietary HBM technology required to capture the CoWoS bottleneck theme.
COMPANY DESCRIPTION
Brite Semiconductor (Shanghai) Co., Ltd. is a leading custom silicon turn-key service provider and IP provider. The company's competitive moat is reinforced by its strategic partnership with SMIC, China's largest semiconductor foundry, which ensures stable manufacturing capacity and optimized design-to-silicon processes. It specializes in high-performance, low-power ASIC designs for industrial, IoT, and consumer electronics markets.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 193M | 198M | 161M | 107M | -17.8% |
| EPS | 0.16 | 0.28 | 0.08 | -0.14 | -27.0% |
| Shares | 90M | 120M | 120M | 120M | +33.3% |
| Debt | 1M | 2M | 1M | 2M | 18.8% |
| Equity | 94M | 121M | 202M | 183M | 24.9% |
| Op CF | 24M | 5M | 1M | 3M | -51.5% |
| Inv CF | -24M | -7M | -5M | -4M | — |
| Fin CF | -636,949 | -734,022 | 69M | -4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688691.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688691.SS | Brite Semiconductor (Shanghai) Co., Ltd.(you) | $1.9B | 15 | STRONG SELL |
| 688153.SS | Vanchip (Tianjin) Technology Co., Ltd. | $1.9B | 13 | STRONG SELL |
| 6451.TW | ShunSin Technology Holdings Limited | $1.9B | 18 | STRONG SELL |
| 688261.SS | Suzhou Oriental Semiconductor Company Limited | $1.7B | 19 | STRONG SELL |
| 300077.SZ | Nsing Technologies Inc. | $2.3B | 10 | STRONG SELL |
| 0600.HK | Axera Semiconductor Co Ltd | $1.4B | 17 | STRONG SELL |
| 688135.SS | Guangdong Leadyo IC Testing Co., Ltd. | $1.3B | 17 | STRONG SELL |
| 600877.SS | CETC Chips Technology Inc. | $2.5B | 9 | STRONG SELL |
| 688591.SS | Telink Semiconductor(Shanghai)Co.,Ltd. | $1.2B | 18 | STRONG SELL |
| 300493.SZ | Shanghai Fortune Techgroup Co., Ltd. | $1.2B | 11 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%