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← CockpitCompetitor Analysis › 080220.KS Jeju Semiconductor Corp.Open in the cockpit ↗

Jeju Semiconductor Corp.080220.KSCompetitor analysis, valuation and peers

South Korea · KRW·Information Technology›Semiconductors

Small Korean fabless chip designer making low-power DRAM chips for IoT, mobile and embedded devices.

Momentum neutral 41
Mkt cap
$1.24B
US dollars, full cap
Free float
86%
of shares outstanding
$/day
$43.3M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+23.6 pp
WACC 13.2%
Hurdle
n/a
no reverse DCF
Close · KRW₩50,100
1D-10.1%
1W-21.8%
1M-40.9%
3M-28.4%
6M-4.4%
YTD+90.1%
1Y+138.0%
ATR %12.3%
52w lowhigh63.7% off high

What Jeju Semiconductor does

Small Korean fabless chip designer making low-power DRAM chips for IoT, mobile and embedded devices.

Products and services

  • Low-power DRAM chips
  • Memory ICs for embedded systems

Customers

  • IoT device makers
  • Mobile/embedded electronics makers

Where it sits in the supply chain

  • Semiconductors
  • Fabless low-power DRAM design
  • IoT/mobile/embedded device supply chain

What could go right

  • IoT device memory demand growth

What could go wrong

  • Price competition from major memory makers
  • Small-scale R&D budget

Moat: none (process know-how). Niche low-power DRAM designer competing against far larger memory makers on price/performance.

Headquarters: South Korea · Employees: 139

Named competitors

Jeju Semiconductor at a glance

Size Jeju Semiconductor (080220.KS) is a South Korea Information Technology company (Semiconductors) with a market value of $1.24B, the 205th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩50,100 on 6 Nov 2026.

Performance Over six months the shares fell 4.4%, against -27.7% for the median peer and -24.5% for the South Korea market (cap-weighted) — 4th highest of 19 in its peer set.

Growth Revenue grew 283.8% over the last twelve months (peer median +10.9%); the operating margin is 32.2% (peer median 5.3%).

Valuation It trades at 2.5× enterprise value to sales against a peer median of 3.4× (6th cheapest of 20).

Capital Return on invested capital runs 23.6 points above its cost of capital (13.2% WACC).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026080220.KS 88Peer median 72
Six months, rebased to 100: Jeju Semiconductor against the median of its 20 peers (local-currency closes).

Jeju Semiconductor financials

Reported figures in KRW; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₩673B₩302B₩162B₩146B₩158B
Revenue growth—+86%+11%-8%—
Gross profit₩263B₩62.4B₩34.2B₩36.8B₩43.4B
EBITDA₩219B₩38.0B₩11.9B₩20.8B₩29.7B
Net income₩261B₩39.5B₩19.5B₩16.7B₩24.3B
Free cash flow-₩47.5B₩23.0B-₩12.3B₩646M-₩3.04B
Capital expenditure₩7.79B₩2.72B₩2.85B₩1.87B₩1.18B
Total debt₩140B₩57.7B₩22.5B₩20.2B₩17.4B

Quarterly statements and history in the cockpit →

Jeju Semiconductor competitor charts

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.

Performance: 6-month against 1-month return

-60%-40%-20%0%-50%-25%0%811224815587826WOLF44011030354919600360131290782868872606731027263016580600688138688486080220.KS6-month return →1-month return →
Up and to the right = strong over both horizons. Jeju Semiconductor is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%0×20×811224815587826WOLF440110303549191312907828067310272606009971688486080220.KSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jeju Semiconductor is the large dot.

Jeju Semiconductor competitors and peer comparison

Head to head with its named competitors (080220.KS vs 005930.KS vs 000660.KS vs 2344.TW)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Jeju Semiconductor 080220.KS$1.24B-4%+284%32%2.5×n/a
SamsungElec 005930.KS$886B-14%+88%46%2.0×-7.2%
SK hynix 000660.KS$608B-12%+220%74%3.1×-3.1%
Winbond Electronic 2344.TW$16.4B+22%+154%43%2.6×0.6%

How Jeju Semiconductor compares with its peers

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.

Jeju Semiconductor against its 20 peers (data as of 6 Nov 2026)
Measure080220.KSPeer medianRank in peer set
1-month return-40.9%-25.9%6th lowest of 21
6-month return-4.4%-27.7%4th highest of 19
Distance from 52-week high-63.7%-53.8%3rd lowest of 21
Revenue growth (TTM)+283.8%+10.9%highest of 20
Operating margin32.2%5.3%2nd highest of 20
EV / Sales2.5×3.4×6th cheapest of 20
ROIC minus cost of capital+23.6 pp-2.7 pphighest of 20
EV / EBITDA7.6×19.5×2nd cheapest of 9
Net debt / EBITDA-0.1×-0.4×5th most indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Jeju Semiconductor 080220.KSSouth Korea$1.24B-4%+284%32%2.5×n/an/a
Supreme Electronics 8112.TWTaiwan$1.24B-13%+80%3%0.4×n/an/a
Pan Jit International 2481.TWTaiwan$1.25B+6%+9%9%3.4×24.5%+4.5%
UMS Integration 558.SISingapore$1.25B-27%+10%21%5.6×12.8%+8.8%
Furuya Metal 7826.TJapan$1.26B+7%+75%25%2.0×13.3%+24.2%
WOLF WOLFUnited States$1.26B-49%-12%-67%3.0×n/an/a
FADU 440110.KSSouth Korea$1.23B-58%+137%-9%9.1×43.1%+156.1%
Faraday Technology 3035.TWTaiwan$1.26B-9%-32%5%2.8×25.2%+26.8%
Nuvoton Technology 4919.TWTaiwan$1.22B-46%0%-5%1.2×n/an/a
Jilin Sino-Microelectronics 600360.SSChina$1.21B-15%+11%3%3.5×n/an/a
Karamtara Engineering KARAMTARA.NSIndia$1.28Bn/an/an/an/an/an/a
TSE 131290.KSSouth Korea$1.29B-4%+37%22%3.1×11.2%+8.5%
Innostar Service 7828.TWOTaiwan$1.29B-18%+117%43%36.9×n/an/a
LAPLACE Renewable Energy Technology 688726.SSChina$1.30B-36%-22%8%1.5×1.4%+62.8%
Hana Micron 067310.KSSouth Korea$1.18B-39%+54%14%1.4×0.4%+23.3%
Epiworld International 2726.HKHong Kong$1.17B-34%-21%-11%8.0×42.8%+17.4%
Shenzhen SOFARSOLAR 301658.SZChina$1.32B-41%+18%-1%3.2×43.2%+37.3%
Axera Semiconductor 0600.HKHong Kong$1.15B-34%+19%-135%14.3×n/an/a
BASiC Semiconductor 9971.HKHong Kong$1.15Bn/a+4%-104%27.7×n/an/a
Shenzhen Qingyi Photomask 688138.SSChina$1.35B-7%+6%16%7.3×n/an/a
Lontium Semiconductor 688486.SSChina$1.14B-28%+19%23%10.6×n/an/a

Questions

Who are Jeju Semiconductor's main competitors?
Named competitors: Samsung Electronics (005930.KS), SK hynix (000660.KS), Winbond Electronics (2344.TW). The cockpit's measured peer set (industry) also includes Supreme Electronics (8112.TW), Pan Jit International (2481.TW), UMS Integration (558.SI), Furuya Metal (7826.T), WOLF (WOLF), FADU (440110.KS).
Is Jeju Semiconductor expensive compared with its peers?
On ev / sales it trades at 2.5× against a peer median of 3.4×, 6th cheapest of 20 in its peer set.
How has Jeju Semiconductor stock performed?
Over six months to 6 Nov 2026 the shares returned -4.4% against -27.7% for the median peer; over one year +138.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.