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Chinese fabless designer of AI vision system-on-chips used in smart cameras, robotics and ADAS/automotive perception.
Chinese fabless designer of AI vision system-on-chips used in smart cameras, robotics and ADAS/automotive perception.
In one line: A Chinese Ambarella-style edge-AI vision chip designer.
Moat: narrow (IP / patents, process know-how). Proprietary edge-AI vision chip architecture tuned for low-power inference at the edge.
Headquarters: Shanghai, China · Founded: 2016 · Employees: 641
Size Axera Semiconductor (0600.HK) is a Hong Kong Information Technology company (Semiconductors) with a market value of $1.15B, the 566th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$15.31 on 6 Nov 2026.
Performance Over six months the shares fell 34.4%, against -33.6% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 9th lowest of 20 in its peer set.
Growth Revenue grew 18.8% over the last twelve months (peer median +11.3%); the operating margin is -134.9% (peer median 2.4%).
Valuation It trades at 14.3× enterprise value to sales against a peer median of 4.7× (3rd most expensive of 21).
Capital Return on invested capital runs 21.9 points below its cost of capital (5.2% WACC).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | n/a | HK$609M | HK$513M | HK$254M | HK$58.4M |
| Revenue growth | — | +19% | +102% | +335% | — |
| Gross profit | n/a | HK$132M | -HK$53.2M | -HK$29.5M | -HK$58.9M |
| EBITDA | n/a | -HK$666M | -HK$596M | -HK$583M | -HK$523M |
| Net income | n/a | -HK$1.25B | -HK$933M | -HK$832M | -HK$711M |
| Free cash flow | n/a | -HK$1.15B | -HK$715M | -HK$634M | -HK$575M |
| Capital expenditure | n/a | HK$390M | HK$50.1M | HK$119M | HK$55.2M |
| Total debt | n/a | HK$9.03B | HK$5.25B | HK$3.57B | HK$2.30B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Axera Semiconductor 0600.HK | $1.15B | -34% | +19% | -135% | 14.3× | n/a |
| Ambarella AMBA | $2.58B | -23% | +20% | -15% | 5.6× | n/a |
| Rockchip Electronics 603893.SS | $13.4B | +16% | +39% | 27% | 15.1× | 39.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 0600.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -26.1% | -17.4% | 7th lowest of 21 |
| 6-month return | -34.4% | -33.6% | 9th lowest of 20 |
| Distance from 52-week high | -58.5% | -56.1% | 8th lowest of 21 |
| Revenue growth (TTM) | +18.8% | +11.3% | 8th highest of 21 |
| Operating margin | -134.9% | 2.4% | lowest of 21 |
| EV / Sales | 14.3× | 4.7× | 3rd most expensive of 21 |
| ROIC minus cost of capital | -21.9 pp | -8.2 pp | 4th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Axera Semiconductor 0600.HK | Hong Kong | $1.15B | -34% | +19% | -135% | 14.3× | n/a | n/a |
| BASiC Semiconductor 9971.HK | Hong Kong | $1.15B | n/a | +4% | -104% | 27.7× | n/a | n/a |
| Lontium Semiconductor 688486.SS | China | $1.14B | -28% | +19% | 23% | 10.6× | n/a | n/a |
| Fujiyama Power Systems UTLSOLAR.NS | India | $1.14B | +23% | +72% | 17% | 3.2× | n/a | n/a |
| Sino Wealth Electronic 300327.SZ | China | $1.13B | -18% | +7% | 1% | 5.0× | 58.7% | +4.9% |
| Epiworld International 2726.HK | Hong Kong | $1.17B | -34% | -21% | -11% | 8.0× | 42.8% | +17.4% |
| CCore Technology 688262.SS | China | $1.13B | -43% | +104% | -51% | 9.3× | n/a | n/a |
| Hana Micron 067310.KS | South Korea | $1.18B | -39% | +54% | 14% | 1.4× | 0.4% | +23.3% |
| Wafer Works (Shanghai) 688584.SS | China | $1.11B | -6% | -1% | 7% | 6.1× | n/a | n/a |
| Guangdong Fuxin Technology 688662.SS | China | $1.10B | +19% | +15% | 13% | 11.8× | n/a | n/a |
| Suzhou Good-Ark Electronics 002079.SZ | China | $1.10B | -31% | +12% | 2% | 1.3× | 32.5% | +17.1% |
| Zhuhai Aerospace Microchips Science & Technology 300053.SZ | China | $1.10B | -40% | +10% | -114% | 32.1× | n/a | n/a |
| Jilin Sino-Microelectronics 600360.SS | China | $1.21B | -15% | +11% | 3% | 3.5× | n/a | n/a |
| Wuxi Chipown Micro-electronics 688508.SS | China | $1.09B | -35% | +12% | -4% | 4.4× | n/a | n/a |
| Nuvoton Technology 4919.TW | Taiwan | $1.22B | -46% | 0% | -5% | 1.2× | n/a | n/a |
| Eastcompeace Technology 002017.SZ | China | $1.08B | -34% | +4% | 10% | 4.1× | 30.4% | +4.5% |
| FADU 440110.KS | South Korea | $1.23B | -58% | +137% | -9% | 9.1× | 43.1% | +156.1% |
| Focus Lightings Tech 300708.SZ | China | $1.07B | -14% | -38% | 9% | 3.8× | n/a | n/a |
| Semitronix 301095.SZ | China | $1.07B | -35% | +29% | 0% | 7.0× | 58.0% | +42.7% |
| Scientech 3583.TW | Taiwan | $1.07B | -46% | +9% | 14% | 2.4× | 10.4% | +26.0% |
| Supreme Electronics 8112.TW | Taiwan | $1.24B | -13% | +80% | 3% | 0.4× | n/a | n/a |