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← CockpitCompetitor Analysis › 2329.TW Orient Semiconductor Electronics, LimitedOpen in the cockpit ↗

Orient Semiconductor Electronics, Limited2329.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors
Momentum laggard 14
Mkt cap
$670M
US dollars, full cap
Free float
77%
of shares outstanding
$/day
$3.27M
20-day average traded
Fwd P/E
12.4×
forward earnings
ROIC−WACC
-0.3 pp
WACC 7.3%
Hurdle
n/a
no reverse DCF
Next earnings
117 days
3 Mar 2027
Close · TWDNT$33.75
1D-6.1%
1W-14.0%
1M-25.0%
3M-22.0%
6M-45.6%
YTD-39.7%
1Y-31.0%
ATR %5.2%
52w lowhigh52.5% off high

What Orient Semiconductor Electronics does

No business profile yet.

Orient Semiconductor Electronics at a glance

Size Orient Semiconductor Electronics (2329.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $670M, the 351st largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$33.75 on 6 Nov 2026.

Performance Over six months the shares fell 45.6%, against -25.8% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue grew 10.6% over the last twelve months (peer median +16.9%); the operating margin is 7.1% (peer median 2.5%).

Valuation It trades at 12.4× forward earnings against a peer median of 18.7× (4th cheapest of 11).

Capital Return on invested capital runs 0.3 points below its cost of capital (7.3% WACC).

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 712329.TW 54
Six months, rebased to 100: Orient Semiconductor Electronics against the median of its 20 peers (local-currency closes).

Orient Semiconductor Electronics financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$20.6BNT$19.7BNT$16.3BNT$16.7BNT$15.5B
Revenue growth—+21%-2%+7%—
Gross profitNT$3.73BNT$2.92BNT$2.43BNT$3.29BNT$2.51B
EBITDAn/aNT$2.55BNT$2.05BNT$3.07BNT$2.57B
Net incomeNT$1.39BNT$1.41BNT$1.23BNT$1.88BNT$1.45B
Free cash flown/a-NT$555MNT$1.39BNT$1.87BNT$1.70B
Capital expendituren/aNT$2.36BNT$1.99BNT$939MNT$1.13B
Total debtn/aNT$2.40BNT$1.48BNT$1.37BNT$2.31B

Quarterly statements and history in the cockpit →

Orient Semiconductor Electronics 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%-40%-20%0%3002416707TPE688061301348301045813100092523632184106886993001253002196887111799XFAB322000AOSL18330030142329.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Orient Semiconductor Electronics is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%50×100×TPE688061301045813100092521841068871132200018330030142329.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Orient Semiconductor Electronics is the large dot.

Orient Semiconductor Electronics competitors and peer comparison

How Orient Semiconductor Electronics 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.

Orient Semiconductor Electronics against its 20 peers (data as of 6 Nov 2026)
Measure2329.TWPeer medianRank in peer set
1-month return-25.0%-17.7%8th lowest of 21
6-month return-45.6%-25.8%3rd lowest of 21
Distance from 52-week high-52.5%-50.9%10th lowest of 21
Revenue growth (TTM)+10.6%+16.9%9th lowest of 21
Operating margin7.1%2.5%7th highest of 21
Forward P/E12.4×18.7×4th cheapest of 11
ROIC minus cost of capital-0.3 pp-6.6 pp4th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Orient Semiconductor Electronics 2329.TWTaiwan$670M-46%+11%7%12.4×n/an/a
Shenzhen Refond Optoelectronics 300241.SZChina$668M-22%+24%4%n/a16.7%+8.4%
Sanken Electric 6707.TJapan$673M-43%-19%-8%n/an/an/a
PVA TePla TPE.DEGermany$666M-37%-4%1%62.0×n/an/a
Shanghai Orient-Chip Technology 688061.SSChina$664M+14%+4%-9%95.5×n/an/a
Foshan Blue Rocket Electronics 301348.SZChina$681M-24%+22%-2%n/an/an/a
Talant Optronics (suzhou) 301045.SZChina$683M-15%-10%3%98.3×n/an/a
Formosa Advanced Technologies 8131.TWTaiwan$655M-29%+37%16%10.7×n/an/a
UniTTEC 000925.SZChina$688M-24%+18%3%17.1×n/an/a
Silicon Integrated Systems 2363.TWTaiwan$649M-25%+78%2%n/a28.1%+77.5%
RFHIC 218410.KSSouth Korea$697M-61%+46%19%20.3×16.1%+21.4%
Shenzhen Sunmoon Microelectronics 688699.SSChina$698M-24%+50%9%n/a30.7%+4.9%
Lingda 300125.SZChina$702M-26%+54%-102%n/an/an/a
Hongli Zhihui 300219.SZChina$638M-22%+10%3%n/a8.3%+6.9%
Macmic Science & Technology 688711.SSChina$635M-27%+16%-3%98.1×49.0%+32.4%
Xinte Energy 1799.HKHong Kong$707M-41%+12%-6%n/an/an/a
X-FAB Silicon Foundries XFAB.PAFrance$709M-38%-8%2%n/an/an/a
Hd Hyundai Energy Solutions 322000.KSSouth Korea$714M-63%+39%16%11.4×3.2%+4.5%
Alpha and Omega Semiconductor L AOSLUnited States$716M-38%-2%-6%n/an/an/a
KoMiCo 183300.KSSouth Korea$621M+14%+22%15%15.6×n/an/a
ITE Tech 3014.TWTaiwan$620M-6%-4%27%11.9×-8.4%+7.6%

Questions

Which companies are Orient Semiconductor Electronics's closest peers?
The cockpit's peer set: Shenzhen Refond Optoelectronics (300241.SZ), Sanken Electric (6707.T), PVA TePla (TPE.DE), Shanghai Orient-Chip Technology (688061.SS), Foshan Blue Rocket Electronics (301348.SZ), Talant Optronics (suzhou) (301045.SZ), Formosa Advanced Technologies (8131.TW), UniTTEC (000925.SZ).
Is Orient Semiconductor Electronics expensive compared with its peers?
On forward p/e it trades at 12.4× against a peer median of 18.7×, 4th cheapest of 11 in its peer set.
How has Orient Semiconductor Electronics stock performed?
Over six months to 6 Nov 2026 the shares returned -45.6% against -25.8% for the median peer; over one year -31.0%.

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.