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688757.SS
SELLFLAGWintech Nano (Suzhou) Co., Ltd. · Technology · China · $4.4B · Avg Vol: $124M/d
Wintech Nano (Suzhou) is a leading provider of semiconductor analysis, testing, and failure analysis services. As advanced packaging (CoWoS, HBM) becomes the primary bottleneck for AI compute, physical failure analysis and material characterization are critical for yield optimization. It acts as an attractive pick-and-shovel play for localized semiconductor supply chains, but geopolitical risks warrant a cautious position size.
COMPANY DESCRIPTION
Wintech Nano (Suzhou) Co., Ltd. provides independent third-party semiconductor analysis and testing services, including failure analysis, material characterization, and reliability testing. The company operates as a critical diagnostic partner for chip designers and wafer fabs, utilizing state-of-the-art analytical instruments. Its deep technical expertise and neutral, independent positioning form a strong competitive moat in the semiconductor R&D ecosystem.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 42.4M | 58.2M | 61.4M | 78.3M | 22.6% |
| EPS | 0.03 | 0.04 | 0.03 | 0.02 | -3.9% |
| Shares | 363.0M | 363.0M | 363.0M | 403.3M | +11.1% |
| Debt | 71.7M | 84.6M | 102.3M | 125.5M | 20.5% |
| Equity | 67.2M | 77.1M | 89.5M | 131.2M | 25.0% |
| Op CF | 21.9M | 35.3M | 32.7M | 30.0M | 11.0% |
| Inv CF | -44.9M | -45.8M | -53.4M | -79.4M | — |
| Fin CF | 21.6M | -4.6M | 12.3M | 53.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688757.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688757.SS | Wintech Nano (Suzhou) Co., Ltd.(you) | $4.4B | 20 | SELL |
| 2631.HK | SICC Co., Ltd. | $6.7B | 19 | STRONG SELL |
| 002129.SZ | TCL Zhonghuan Renewable Energy Technology Co.,Ltd. | $6.2B | 17 | STRONG SELL |
| 300323.SZ | BOE HC SemiTek Corporation | $3.8B | 28 | SELL |
| 688352.SS | Hefei Chipmore Technology Co.,Ltd. | $3.3B | 27 | SELL |
| 301629.SZ | Sidea Semiconductor Equipment (Shenzhen) Co., Ltd. | $2.4B | 24 | SELL |
| 688037.SS | KINGSEMI Co., Ltd. | $8.6B | 24 | SELL |
| 2658.HK | Guangdong Tianyu Semiconductor Co., Ltd. | $2.6B | 11 | STRONG SELL |
| 603290.SS | StarPower Semiconductor Ltd. | $4.8B | 39 | HOLD |
| 688584.SS | Wafer Works (Shanghai) Co., Ltd. | $3.0B | 33 | SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%