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Taiwan foundry making silicon and compound-semiconductor epitaxial and specialty wafers for power devices.
Taiwan foundry making silicon and compound-semiconductor epitaxial and specialty wafers for power devices.
Sells epitaxial wafers, base wafers with a thin crystal layer grown on top, made to each power-chip maker's specification and qualified before volume orders. Silicon epitaxy is the established line, with silicon-carbide and gallium-nitride the newer ones tied to EV and fast-charging power chips.
In one line: A niche specialty/power epitaxy foundry.
Moat: narrow (process know-how, customer qualification). Specialty epitaxy for power semiconductors requires qualified, precise process control.
Headquarters: Hsinchu, Taiwan · Founded: 1998
Size Episil-Precision (3016.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $865M, the 298th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$97.50 on 6 Nov 2026.
Performance Over six months the shares fell 9.7%, against -16.7% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 6th highest of 20 in its peer set.
Growth Revenue grew 29.8% over the last twelve months (peer median +6.3%); the operating margin is 13.5% (peer median -1.6%).
Valuation It trades at 35.7× forward earnings against a peer median of 15.4× (most expensive of 8).
Price implies For today's price to make sense, revenue must grow about 40% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +41 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.6 points below its cost of capital (13.7% WACC).
Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$4.93B | NT$3.89B | NT$4.11B | NT$4.24B | NT$5.90B |
| Revenue growth | — | -5% | -3% | -28% | — |
| Gross profit | NT$1.31B | NT$299M | NT$375M | NT$494M | NT$1.10B |
| EBITDA | n/a | NT$418M | NT$509M | NT$680M | NT$1.24B |
| Net income | NT$571M | NT$20.4M | NT$265M | NT$164M | NT$681M |
| Free cash flow | n/a | NT$43.1M | -NT$19.2M | -NT$55.0M | NT$685M |
| Capital expenditure | n/a | NT$450M | NT$827M | NT$614M | NT$478M |
| Total debt | n/a | NT$1.13B | NT$1.39B | NT$991M | NT$915M |
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 | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Episil-Precision 3016.TW | $865M | -10% | +30% | 14% | 35.7× | 40.5% |
| Visual Photonics Epitaxy 2455.TW | $1.80B | -17% | +34% | 26% | 34.1× | 38.7% |
| IntelliEPI Inc. (Cayman) 4971.TWO | $452M | -60% | +31% | 19% | 41.6× | n/a |
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 | 3016.TW | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -46.3% | -19.0% | 2nd lowest of 21 |
| 6-month return | -9.7% | -16.7% | 6th highest of 20 |
| Distance from 52-week high | -50.1% | -42.8% | 8th lowest of 21 |
| Revenue growth (TTM) | +29.8% | +6.3% | 9th highest of 21 |
| Operating margin | 13.5% | -1.6% | 4th highest of 21 |
| Forward P/E | 35.7× | 15.4× | most expensive of 8 |
| Growth the price implies (Req g, 7 yrs) | 40.5% | 7.4% | 2nd most demanding of 9 |
| Growth delivered (Del g) | -0.7% | +7.3% | 2nd lowest of 9 |
| Hurdle (Req g minus delivered) | +41.2 pp | +1.0 pp | most demanding of 9 |
| ROIC minus cost of capital | -4.6 pp | -2.5 pp | 10th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Episil-Precision 3016.TW | Taiwan | $865M | -10% | +30% | 14% | 35.7× | 40.5% | -0.7% |
| Taiwan Speciality Chemicals 4772.TWO | Taiwan | $862M | -38% | +164% | 40% | 26.2× | 11.0% | +36.7% |
| Netac Technology 300042.SZ | China | $872M | -44% | +103% | 10% | 33.0× | n/a | n/a |
| VIA Technologies 2388.TW | Taiwan | $874M | -35% | -3% | -12% | n/a | 17.9% | +8.0% |
| Arteris AIP | United States | $875M | -44% | +34% | -44% | n/a | 55.4% | +17.3% |
| United Renewable Energy 3576.TW | Taiwan | $876M | +15% | -43% | -62% | n/a | n/a | n/a |
| Shenzhen Baoming Technology 002992.SZ | China | $887M | -38% | -20% | -1% | n/a | n/a | n/a |
| Sitronix Technology 8016.TW | Taiwan | $894M | +5% | +18% | 13% | 15.4× | -9.1% | +6.6% |
| Smarter Microelectronics (Guangzhou) 688512.SS | China | $835M | -11% | +43% | -30% | n/a | n/a | n/a |
| Etron Technology 5351.TWO | Taiwan | $835M | +13% | +246% | 21% | n/a | 3.3% | +2.6% |
| Zhejiang Chenfeng Science and Technology 603685.SS | China | $896M | -28% | -14% | 4% | n/a | n/a | n/a |
| General Interface Solution (GIS) 6456.TW | Taiwan | $824M | 0% | -19% | -3% | n/a | n/a | n/a |
| Parade Technologies 4966.TWO | Taiwan | $915M | -31% | -3% | 14% | 13.2× | 3.8% | +1.6% |
| Hangzhou Star Shuaier Electric Appliance 002860.SZ | China | $810M | +16% | -14% | 7% | 24.6× | 19.8% | +18.4% |
| Everlight Electronics 2393.TW | Taiwan | $807M | -17% | -3% | 10% | 13.3× | -11.7% | -1.9% |
| Ambiq Micro AMBQ | United States | $933M | -13% | +32% | -43% | n/a | n/a | n/a |
| Wuxi ETEK Microelectronics 688601.SS | China | $799M | -25% | +15% | -5% | 14.3× | n/a | n/a |
| Henan Ancai Hi-Tech 600207.SS | China | $797M | -13% | -41% | -39% | n/a | n/a | n/a |
| Crealights Technology 1191.HK | Hong Kong | $790M | n/a | +42% | -7% | n/a | n/a | n/a |
| Dioo Microcircuits Co., Ltd. Jiangsu 688381.SS | China | $948M | -15% | -18% | -46% | n/a | n/a | n/a |
| Infotmic 000670.SZ | China | $782M | -18% | +38% | 2% | n/a | n/a | n/a |