Loading…
← CockpitCompetitor Analysis › 3374.TWO Xintec Inc.Open in the cockpit ↗

Xintec Inc.3374.TWOCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors

TSMC-affiliated maker of wafer-level chip-scale packaging, notably for CMOS image sensors.

≈ A wafer-level packaging arm of TSMCMomentum leader 95
Mkt cap
$3.08B
US dollars, full cap
Free float
52%
of shares outstanding
$/day
$183M
20-day average traded
Fwd P/E
36.2×
forward earnings
ROIC−WACC
+10.1 pp
WACC 9.6%
Hurdle
n/a
no reverse DCF
Close · TWDNT$375.00
1D-6.8%
1W-23.2%
1M-24.8%
3M+21.2%
6M+87.5%
YTD+169.8%
1Y+152.5%
ATR %10.4%
52w lowhigh29.2% off high

What Xintec does

TSMC-affiliated maker of wafer-level chip-scale packaging, notably for CMOS image sensors.

Packages chips at wafer level, working on wafers that chip designers have had made at foundries, and is paid per wafer processed, so sales follow how many camera sensors its customers make for phones and cars. Close ties to TSMC put it in the same supply chain as the wafer fab.

In one line: A wafer-level packaging arm of TSMC.

Products and services

  • CMOS image sensor WLCSP
  • MEMS packaging
  • RF/other WLCSP

Customers

  • TSMC
  • Image sensor design houses (e.g., OmniVision)

Where it sits in the supply chain

  • Information Technology
  • Semiconductor packaging
  • Wafer-level chip-scale packaging…

What could go right

  • Smartphone/automotive camera sensor growth

What could go wrong

  • Customer concentration (TSMC/image sensor cycle)
  • Smartphone camera module cyclicality

Moat: narrow (customer qualification, process know-how, scale). Majority-owned by TSMC with qualified WLCSP processes tied to its image-sensor customers.

Headquarters: Tainan, Taiwan · Founded: 2007

Named competitors

Xintec at a glance

Size Xintec (3374.TWO) is a Taiwan Information Technology company (Semiconductors) with a market value of $3.08B, the 121st largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$375.00 on 6 Nov 2026.

Performance Over six months the shares gained 87.5%, against -24.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — highest of 20 in its peer set.

Growth Revenue grew 17.0% over the last twelve months (peer median +22.5%); the operating margin is 23.4% (peer median 6.0%).

Valuation It trades at 36.2× forward earnings against a peer median of 25.4× (7th most expensive of 18).

Capital Return on invested capital runs 10.1 points above its cost of capital (9.6% WACC).

Relative performance

10020011 May 202611 Aug 20266 Nov 20263374.TWO 188Peer median 75
Six months, rebased to 100: Xintec against the median of its 20 peers (local-currency closes).

Xintec financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$8.25BNT$7.24BNT$7.06BNT$6.39BNT$7.73B
Revenue growth—+3%+11%-17%—
Gross profitNT$2.43BNT$1.96BNT$2.44BNT$2.14BNT$2.83B
EBITDANT$3.10BNT$2.45BNT$2.50BNT$2.30BNT$3.14B
Net incomeNT$1.73BNT$1.35BNT$1.67BNT$1.38BNT$1.98B
Free cash flow-NT$250M-NT$1.02BNT$651MNT$1.09BNT$2.22B
Capital expenditureNT$2.91BNT$2.96BNT$1.52BNT$871MNT$804M
Total debtNT$4.10BNT$2.35BNT$1.36BNT$212MNT$211M

Quarterly statements and history in the cockpit →

Xintec 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

-50%0%+50%-40%-20%0%+20%632368879830072425776526653161476884093006235483IPGP6880486883686884490024592228003374.TWO6-month return →1-month return →
Up and to the right = strong over both horizons. Xintec is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%0×200×400×600×6323688798300724652665316884093006236880486883686884496053583374.TWORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Xintec is the large dot.

Xintec competitors and peer comparison

Head to head with its named competitors (3374.TWO vs 3711.TW vs 6239.TW vs AMKR)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Xintec 3374.TWO$3.08B+88%+17%23%36.2×n/a
Ase Technology 3711.TW$70.4B+2%+25%11%17.3×n/a
Powertech Technology 6239.TW$4.61B-11%+24%13%13.2×n/a
Amkor Technology AMKR$8.13B-57%+16%10%12.1×n/a
Tong Hsing Electronic Industries ,Ltd 6271.TW$1.06B-5%+5%17%13.5×7.6%

How Xintec 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.

Xintec against its 20 peers (data as of 6 Nov 2026)
Measure3374.TWOPeer medianRank in peer set
1-month return-24.8%-25.6%10th highest of 21
6-month return+87.5%-24.1%highest of 20
Distance from 52-week high-29.2%-54.6%3rd highest of 21
Revenue growth (TTM)+17.0%+22.5%8th lowest of 21
Operating margin23.4%6.0%4th highest of 20
Forward P/E36.2×25.4×7th most expensive of 18
ROIC minus cost of capital+10.1 pp-6.7 pp2nd highest of 19
EV / EBITDA32.1×14.8×3rd most expensive of 8
Net debt / EBITDA-0.7×-1.6×3rd most indebted of 8

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
Xintec 3374.TWOTaiwan$3.08B+88%+17%23%36.2×n/an/a
Rorze 6323.TJapan$3.11B-24%+10%27%12.6×14.3%+20.4%
Shanghai Awinic Technology 688798.SSChina$3.04B-9%+2%1%39.5×n/an/a
Shenzhen S.C New Energy Technology 300724.SZChina$3.12B-36%-67%8%24.2×7.6%+30.8%
InnoScience (Suzhou) Technology 2577.HKHong Kong$3.03B-63%+56%-49%n/an/an/a
Airoha Technology 6526.TWTaiwan$3.16B+5%+10%6%25.4×23.8%+16.5%
AP Memory Technology 6531.TWTaiwan$2.99B-35%+63%29%27.0×34.1%+9.8%
Chipbond Technology 6147.TWOTaiwan$3.20B-20%+18%17%17.2×n/an/a
Shenyang Fortune Precision Equipment 688409.SSChina$3.28B-2%+34%4%122.8×n/an/a
Jiangsu JieJie Microelectronics 300623.SZChina$3.31B-9%+34%17%24.6×17.9%+28.2%
Sino-American Silicon Products 5483.TWOTaiwan$2.80B0%-1%12%15.8×n/an/a
Jiangsu X-chip Semiconductor Tech 301707.SZChina$3.40Bn/a+55%41%n/an/an/a
IPG Photonics IPGPUnited States$2.78B-38%+15%5%32.8×24.8%-3.5%
Suzhou Everbright Photonics 688048.SSChina$3.48B-63%+88%-1%626.2×n/an/a
Shanghai Bright Power Semiconductor 688368.SSChina$2.72B-20%+90%6%85.4×54.1%+7.3%
Maxio Technology (Hangzhou) 688449.SSChina$2.71B-29%+40%5%37.7×n/an/a
JA Solar Technology 002459.SZChina$3.50B-35%-23%n/an/a-20.3%+13.7%
Simmtech 222800.KSSouth Korea$2.69B+7%+42%9%18.7×n/an/a
Topco Scientific 5434.TWTaiwan$2.68B+11%+21%7%14.3×3.8%+13.3%
Hangzhou Lion Electronics 605358.SSChina$3.55B-25%+24%-1%81.0×n/an/a
Diodes DIODUnited States$3.56B-31%+18%5%14.6×34.0%+3.8%

Questions

Who are Xintec's main competitors?
Named competitors: ASE Technology Holding (3711.TW), Powertech Technology (6239.TW), Amkor Technology (AMKR), Tong Hsing Electronic Industries (6271.TW). The cockpit's measured peer set (industry) also includes Rorze (6323.T), Shanghai Awinic Technology (688798.SS), Shenzhen S.C New Energy Technology (300724.SZ), InnoScience (Suzhou) Technology (2577.HK), Airoha Technology (6526.TW), AP Memory Technology (6531.TW).
Is Xintec expensive compared with its peers?
On forward p/e it trades at 36.2× against a peer median of 25.4×, 7th most expensive of 18 in its peer set.
How has Xintec stock performed?
Over six months to 6 Nov 2026 the shares returned +87.5% against -24.1% for the median peer; over one year +152.5%.

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.