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Taiwanese maker of wafer and reticle carrier pods (FOUPs, SMIF pods) used to transport and protect semiconductor wafers in fabs.
Taiwanese maker of wafer and reticle carrier pods (FOUPs, SMIF pods) used to transport and protect semiconductor wafers in fabs.
Sells pods that fabs add with each new fab and replace as they wear out, so sales follow chipmakers' capacity build-outs and output. It is best known for pods that hold EUV masks, the plates used to print the finest chip patterns, where few suppliers are qualified.
In one line: A niche precision-carrier supplier deeply qualified inside TSMC's fab supply chain.
Moat: narrow (process know-how, customer qualification). Ultra-clean precision carrier manufacturing qualified deep inside leading-edge fab supply chains.
Headquarters: Hsinchu, Taiwan · Founded: 2003
Size Gudeng Precision Industrial (3680.TWO) is a Taiwan Industrials company (Industrial Machinery) with a market value of $1.11B, the 248th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$384.00 on 6 Nov 2026.
Performance Over six months the shares fell 34.0%, against -22.8% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 4th lowest of 20 in its peer set.
Growth Revenue grew 19.5% over the last twelve months (peer median +12.1%); the operating margin is 15.3% (peer median 5.0%).
Valuation It trades at 21.0× forward earnings against a peer median of 31.8× (6th cheapest of 17).
Capital Return on invested capital runs 2.0 points below its cost of capital (7.1% WACC).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$8.11B | NT$7.35B | NT$6.54B | NT$5.08B | NT$4.49B |
| Revenue growth | — | +12% | +29% | +13% | — |
| Gross profit | NT$3.14B | NT$2.80B | NT$2.69B | NT$2.32B | NT$2.11B |
| EBITDA | NT$1.94B | NT$1.73B | NT$1.70B | NT$1.40B | NT$1.35B |
| Net income | NT$1.43B | NT$905M | NT$1.17B | NT$905M | NT$933M |
| Free cash flow | -NT$982M | -NT$669M | -NT$1.21B | -NT$201M | -NT$127M |
| Capital expenditure | NT$2.55B | NT$2.15B | NT$2.22B | NT$1.49B | NT$1.04B |
| Total debt | NT$10.0B | NT$9.91B | NT$7.09B | NT$4.65B | NT$4.38B |
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 |
|---|---|---|---|---|---|---|
| Gudeng Precision Industrial 3680.TWO | $1.11B | -34% | +19% | 15% | 21.0× | n/a |
| Entegris ENTG | $19.6B | -14% | +9% | 19% | 23.7× | 26.3% |
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 | 3680.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -31.6% | -13.6% | 3rd lowest of 21 |
| 6-month return | -34.0% | -22.8% | 4th lowest of 20 |
| Distance from 52-week high | -38.4% | -44.1% | 7th highest of 21 |
| Revenue growth (TTM) | +19.5% | +12.1% | 8th highest of 20 |
| Operating margin | 15.3% | 5.0% | 4th highest of 20 |
| Forward P/E | 21.0× | 31.8× | 6th cheapest of 17 |
| ROIC minus cost of capital | -2.0 pp | -2.5 pp | 8th highest of 20 |
| EV / EBITDA | 21.4× | 22.8× | 2nd cheapest of 4 |
| Net debt / EBITDA | 1.6× | -1.1× | most indebted of 5 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Gudeng Precision Industrial 3680.TWO | Taiwan | $1.11B | -34% | +19% | 15% | 21.0× | n/a | n/a |
| Neway CNC Equipment (Suzhou) 688697.SS | China | $1.11B | -7% | +31% | 10% | 18.6× | 19.5% | +19.9% |
| AA Industrial Belting (Shanghai) 603580.SS | China | $1.12B | +193% | +98% | 0% | n/a | n/a | n/a |
| Nanfang Pump Industry 300145.SZ | China | $1.12B | -19% | +9% | 4% | 21.8× | 12.7% | +4.6% |
| Tanac Automation 300461.SZ | China | $1.11B | -18% | +126% | 6% | n/a | n/a | n/a |
| Zhejiang Dayuan Pumps Industry 603757.SS | China | $1.12B | -19% | -8% | 3% | 30.0× | 45.8% | +6.5% |
| Guangzhou Risong Intelligent Technology 688090.SS | China | $1.10B | -19% | +61% | 4% | 132.3× | 43.8% | +3.4% |
| PNC Process Systems 603690.SS | China | $1.10B | -23% | -36% | -48% | 19.6× | 32.9% | +15.4% |
| Hunan Meihu Intelligent Manufacturing 603319.SS | China | $1.13B | -42% | +13% | 3% | 40.4× | n/a | n/a |
| Longhua Technology Group (Luoyang) Co 300263.SZ | China | $1.10B | -29% | +12% | 5% | 36.4× | 28.8% | +11.1% |
| Jingjin Equipment 603279.SS | China | $1.13B | -28% | +6% | 9% | 14.0× | -8.4% | +11.9% |
| Lanzhou LS Heavy Equipment 603169.SS | China | $1.09B | -34% | -29% | -19% | 34.6× | n/a | n/a |
| Sunonwealth Electric Machine Industry 2421.TW | Taiwan | $1.08B | -16% | +21% | 16% | 9.6× | -2.5% | +7.9% |
| Linco Technology 3644.TWO | Taiwan | $1.08B | n/a | n/a | n/a | n/a | n/a | n/a |
| MACHVISION 3563.TW | Taiwan | $1.08B | -36% | +17% | 37% | 26.2× | 7.5% | +5.9% |
| Jiangsu Rongtai Industry 605133.SS | China | $1.15B | -17% | +51% | 6% | 33.5× | n/a | n/a |
| YAPP Automotive Systems 603013.SS | China | $1.16B | -25% | -1% | 7% | 12.0× | -9.1% | +0.7% |
| KSB KSB.NS | India | $1.16B | -30% | +8% | 10% | 38.8× | 35.3% | +17.5% |
| Shenzhen Xinyichang Technology 688383.SS | China | $1.16B | -25% | +34% | -9% | 56.3× | n/a | n/a |
| Shanghai Step Electric 002527.SZ | China | $1.16B | -21% | 0% | -2% | 78.3× | n/a | n/a |
| Jiangsu Bide Science & Technology 605298.SS | China | $1.16B | -30% | -4% | 15% | n/a | 40.4% | +10.1% |