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← CockpitCompetitor Analysis › 6415.TW Silergy Corp.Open in the cockpit ↗

Silergy Corp.6415.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Electronic Components

Taiwanese fabless designer of analog and power-management chips for consumer, computing and automotive electronics.

≈ Taiwan's Monolithic Power SystemsMomentum neutral 51
Mkt cap
$4.58B
US dollars, full cap
Free float
89%
of shares outstanding
$/day
$101M
20-day average traded
Fwd P/E
30.5×
forward earnings
ROIC−WACC
-3.8 pp
WACC 10.3%
Hurdle
n/a
no reverse DCF
Next earnings
6 days
12 Nov 2026
Close · TWDNT$389.00
1D-5.6%
1W-22.5%
1M-12.0%
3M-8.2%
6M-10.8%
YTD+103.1%
1Y+62.1%
ATR %9.0%
52w lowhigh44.0% off high

What Silergy does

Taiwanese fabless designer of analog and power-management chips for consumer, computing and automotive electronics.

Designs power chips and relies on outside foundries, selling through distributors to makers of PCs, phones, TVs and appliances; each design win tends to last the product's life. Although listed in Taiwan, its operations and engineering base are largely in Hangzhou, China.

In one line: Taiwan's Monolithic Power Systems.

Products and services

  • Power management ICs
  • Analog/mixed-signal ICs
  • Automotive power ICs (growing)

Customers

  • Consumer electronics OEMs
  • PC/motherboard makers
  • Automotive electronics makers

Where it sits in the supply chain

  • Information technology
  • Analog/power semiconductors
  • Power management ICs (fabless design)

What could go right

  • AI server & automotive power IC content growth

What could go wrong

  • Analog IC pricing competition
  • China entrant competition

Moat: narrow (IP / patents, process know-how). Analog design IP and long qualification cycles with OEMs; still faces strong competition.

Headquarters: Hsinchu, Taiwan · Founded: 2008 · Employees: 1,653

Named competitors

Silergy at a glance

Size Silergy (6415.TW) is a Taiwan Information Technology company (Electronic Components) with a market value of $4.58B, the 95th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$389.00 on 6 Nov 2026.

Performance Over six months the shares fell 10.8%, against -14.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 12.7% over the last twelve months (peer median +18.6%); the operating margin is 11.9% (peer median 9.5%).

Valuation It trades at 30.5× forward earnings against a peer median of 29.8× (10th cheapest of 19).

Capital Return on invested capital runs 3.8 points below its cost of capital (10.3% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 20266415.TW 92Peer median 85
Six months, rebased to 100: Silergy against the median of its 20 peers (local-currency closes).

Silergy financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$21.0BNT$18.8BNT$18.5BNT$15.4BNT$23.5B
Revenue growth—+2%+20%-34%—
Gross profitNT$9.63BNT$9.07BNT$9.40BNT$6.07BNT$12.0B
EBITDANT$3.33BNT$2.92BNT$2.95BNT$191MNT$6.51B
Net incomeNT$3.83BNT$2.48BNT$2.29BNT$746MNT$6.04B
Free cash flow-NT$2.86BNT$244MNT$482MNT$3.01BNT$6.02B
Capital expenditureNT$2.22BNT$2.22BNT$2.25BNT$1.31BNT$1.15B
Total debtNT$4.58BNT$3.59BNT$2.15BNT$450MNT$104M

Quarterly statements and history in the cockpit →

Silergy 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%-30%-20%-10%CAMT3009030013893005676886290024846806300489688025603175353362132492697660070769656006010028156005630020256415.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Silergy is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%+80%0×100×200×CAMT30090300138930056768862900248468063004896880256213249269766007070020256415.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Silergy is the large dot.

Silergy competitors and peer comparison

Head to head with its named competitors (6415.TW vs MPWR vs TXN vs ON)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Silergy 6415.TW$4.58B-11%+13%12%30.5×n/a
Monolithic Power Systems MPWR$58.1B-26%+40%30%28.3×39.6%
Texas Instruments TXN$253B-4%+20%41%24.6×23.3%
ON Semiconductor ON$24.6B-39%+3%19%14.3×20.0%

How Silergy 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.

Silergy against its 20 peers (data as of 6 Nov 2026)
Measure6415.TWPeer medianRank in peer set
1-month return-12.0%-28.8%2nd highest of 21
6-month return-10.8%-14.1%10th highest of 21
Distance from 52-week high-44.0%-46.2%6th highest of 21
Revenue growth (TTM)+12.7%+18.6%8th lowest of 21
Operating margin11.9%9.5%9th highest of 21
Forward P/E30.5×29.8×10th cheapest of 19
ROIC minus cost of capital-3.8 pp-1.9 pp7th lowest of 21
EV / EBITDA42.5×13.2×most expensive of 6
Net debt / EBITDA-3.1×0.4×least indebted of 6

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
Silergy 6415.TWTaiwan$4.58B-11%+13%12%30.5×n/an/a
Camtek CAMTUnited States$4.53B-53%+12%23%19.6×29.7%+26.1%
Guangdong Kingshine Electronic Technology 300903.SZChina$4.69B+45%+36%4%276.3×n/an/a
Delton Technology (Guangzhou) 001389.SZChina$4.43B-48%+77%25%18.6×n/an/a
Wuhan Jingce Electronic 300567.SZChina$4.80B-14%+31%0%119.3×n/an/a
Sichuan Huafeng Technology 688629.SSChina$4.85B-49%+46%9%87.5×n/an/a
Nantong Jianghai Capacitor 002484.SZChina$4.28B-15%+17%14%27.6×23.2%+15.9%
Hirose Electric 6806.TJapan$4.23B-4%+21%22%17.5×8.4%+9.6%
Optics Technology 300489.SZChina$4.07B+101%+40%11%125.0×n/an/a
Shenzhen Jpt Opto-Electronics 688025.SSChina$3.97B-22%+69%18%43.3×44.7%+19.4%
Dynamic Electronics 603175.SSChina$5.37B-15%+15%5%n/an/an/a
Lotes 3533.TWTaiwan$5.39B-36%+13%28%17.6×1.9%+14.3%
ITEQ 6213.TWTaiwan$5.45B+75%+16%9%16.6×n/an/a
Walsin Technology 2492.TWTaiwan$3.79B+74%+8%8%37.6×36.0%+0.5%
Taiyo Yuden 6976.TJapan$5.63B+4%+6%6%28.8×47.0%+3.4%
Caihong Display Devices 600707.SSChina$3.70B-15%-3%4%11.6×2.9%+1.7%
Hamamatsu Photonics K.K 6965.TJapan$3.69B-7%+10%9%30.9×27.8%+8.6%
Founder Technology 600601.SSChina$5.70B-27%+73%19%47.6×n/an/a
Suntak Technology 002815.SZChina$3.61B+2%+31%10%n/an/an/a
Xiamen Faratronic 600563.SSChina$3.58B-10%+10%23%18.4×8.0%+23.1%
Guizhou Space Appliance 002025.SZChina$3.56B-29%+22%3%63.7×n/an/a

Questions

Who are Silergy's main competitors?
Named competitors: Monolithic Power Systems (MPWR), Texas Instruments (TXN), onsemi (ON). The cockpit's measured peer set (industry) also includes Camtek (CAMT), Guangdong Kingshine Electronic Technology (300903.SZ), Delton Technology (Guangzhou) (001389.SZ), Wuhan Jingce Electronic (300567.SZ), Sichuan Huafeng Technology (688629.SS), Nantong Jianghai Capacitor (002484.SZ).
Is Silergy expensive compared with its peers?
On forward p/e it trades at 30.5× against a peer median of 29.8×, 10th cheapest of 19 in its peer set.
How has Silergy stock performed?
Over six months to 6 Nov 2026 the shares returned -10.8% against -14.1% for the median peer; over one year +62.1%.

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.