Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
8112.TW
BUYREMOVESupreme Electronics Co., Ltd. · Technology · Taiwan · $1.5B · Avg Vol: $107M/d
While Supreme Electronics distributes memory products that touch the AI supply chain, its business model as a distributor means low operating margins and high working capital requirements, failing the Terry Smith quality lens.
COMPANY DESCRIPTION
Supreme Electronics Co., Ltd. is a leading distributor of semiconductor components, acting as a primary distributor for Samsung Electronics in Taiwan and China. The company distributes memory chips, display panels, image sensors, and system ICs to major electronics manufacturers. Its competitive moat lies in its extensive logistics network, strong financial position, and deep strategic partnership with global semiconductor giants.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 5.5B | 4.8B | 7.6B | 7.2B | 9.2% |
| EPS | 0.22 | 0.16 | 0.15 | 0.11 | — | -20.1% |
| Shares | — | 440M | 514M | 525M | 525M | +19.4% |
| Debt | — | 722M | 754M | 900M | 1.7B | 31.8% |
| Equity | — | 441M | 557M | 594M | 608M | 11.3% |
| Op CF | — | 349M | -31M | -69M | -526M | — |
| Inv CF | — | -687,526 | -3M | -2M | -16M | — |
| Fin CF | — | -377M | 79M | 89M | 695M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 8112.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 8112.TW | Supreme Electronics Co., Ltd.(you) | $1.5B | 67 | BUY |
| 6548.TWO | Chang Wah Technology Co., Ltd. | $2.0B | 66 | BUY |
| 3374.TWO | Xintec Inc. | $2.2B | 64 | HOLD |
| 3680.TWO | Gudeng Precision Industrial Co., Ltd. | $1.7B | 58 | HOLD |
| 2329.TW | Orient Semiconductor Electronics, Limited | $1.3B | 58 | HOLD |
| 3265.TWO | Winstek Semiconductor Co., Ltd. | $827M | 69 | BUY |
| 6719.TW | uPI Semiconductor Corp. | $830M | 63 | HOLD |
| 4961.TW | Fitipower Integrated Technology Inc. | $658M | 68 | BUY |
| 6291.TWO | Analog Integrations Corporation | $1.1B | 80 | STRONG BUY |
| 8150.TW | ChipMOS TECHNOLOGIES INC. | $2.5B | 76 | BUY |
Peer medians: ROE 7.4% · P/E 34.5x · Gross margin 24.0%