Who are Airoha Technology's main competitors?

Named competitors: Qualcomm (QCOM), Realtek Semiconductor (2379.TW), Cirrus Logic (CRUS), Skyworks Solutions (SWKS). The cockpit's measured peer set (industry) also includes Chipbond Technology (6147.TWO), Shenzhen S.C New Energy Technology (300724.SZ), Rorze (6323.T), Xintec (3374.TWO), Shenyang Fortune Precision Equipment (688409.SS), Shanghai Awinic Technology (688798.SS).

How has Airoha Technology stock performed?

Over six months to 6 Nov 2026 the shares returned +4.7% against -25.1% for the median peer; over one year +23.1%.

← CockpitCompetitor Analysis › 6526.TW Airoha Technology Corp.Open in the cockpit ↗

Airoha Technology Corp.6526.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors

Fabless chip designer making Bluetooth/wireless audio SoCs for earbuds and wearables, spun off from MediaTek.

≈ A wireless-audio Qualcomm/Cirrus Logic nicheMomentum strong 70

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$3.16B

US dollars, full cap

Free float

32%

of shares outstanding

$/day

$34.2M

20-day average traded

Fwd P/E

25.4×

forward earnings

ROIC−WACC

+0.2 pp

WACC 5.0%

Hurdle

+7 pp

Req g minus delivered

Next earnings

144 days

30 Mar 2027

Close · TWDNT$624.00

1D-5.6%

1W-18.4%

1M-25.8%

3M+8.5%

6M+4.7%

YTD+41.0%

1Y+23.1%

ATR %8.2%

52w lowhigh29.5% off high

What Airoha Technology does

Fabless chip designer making Bluetooth/wireless audio SoCs for earbuds and wearables, spun off from MediaTek.

As a fabless designer, it pays foundries to make its chips and sells them in volume to earbud makers and the contract manufacturers who build for big brands, so sales hinge on winning places in successive earbud models. Its roots in MediaTek's audio and radio designs gave it entry to those customers.

In one line: A wireless-audio Qualcomm/Cirrus Logic niche.

Products and services

Bluetooth audio SoCs (TWS earbuds)
Wearable/IoT connectivity chips
Voice/audio processing chips

Customers

Consumer electronics OEMs/ODMs making earbuds and

Where it sits in the supply chain

Information Technology
Semiconductors
Fabless audio/wireless SoCs

What could go right

Growing TWS earbud/wearable shipments
AI features driving chip upgrades

What could go wrong

Customer/product concentration in audio SoCs
Competition from Qualcomm/Realtek

Moat: narrow (IP / patents, process know-how, customer qualification). MediaTek-derived audio/RF IP and design wins across major TWS earbud OEMs.

Headquarters: Hsinchu, Taiwan · Founded: 2023

Named competitors

Airoha Technology at a glance

Size Airoha Technology (6526.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $3.16B, the 119th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$624.00 on 6 Nov 2026.

Performance Over six months the shares gained 4.7%, against -25.1% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 2nd highest of 20 in its peer set.

Growth Revenue grew 9.6% over the last twelve months (peer median +21.0%); the operating margin is 5.6% (peer median 5.1%).

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

Price implies For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +7 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 0.2 points above its cost of capital (5.0% WACC).

Next results Next results expected around 30 Mar 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Airoha Technology against the median of its 20 peers (local-currency closes).

Airoha Technology financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	NT$23.2B	NT$20.9B	NT$19.1B	NT$13.6B	NT$18.8B
Revenue growth	—	+9%	+41%	-28%	—
Gross profit	NT$12.0B	NT$9.68B	NT$9.04B	NT$5.61B	NT$8.49B
EBITDA	n/a	NT$4.10B	NT$3.84B	NT$1.73B	NT$3.91B
Net income	NT$3.22B	NT$2.90B	NT$2.69B	NT$969M	NT$2.89B
Free cash flow	n/a	NT$3.41B	NT$3.91B	NT$2.13B	NT$1.79B
Capital expenditure	n/a	NT$1.09B	NT$1.80B	NT$2.00B	NT$1.28B
Total debt	n/a	NT$223M	NT$241M	NT$164M	NT$3.79B

Quarterly statements and history in the cockpit →

Airoha Technology 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

Up and to the right = strong over both horizons. Airoha Technology is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Airoha Technology is the large dot.

Capital: growth delivered against growth the price implies

Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Airoha Technology is the large dot.

Airoha Technology competitors and peer comparison

Head to head with its named competitors (6526.TW vs QCOM vs 2379.TW vs CRUS)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Airoha Technology 6526.TW	$3.16B	+5%	+10%	6%	25.4×	23.8%
Qualcomm QCOM	$177B	-24%	+2%	24%	17.0×	15.9%
Realtek Semiconductor 2379.TW	$11.0B	+33%	+12%	11%	19.9×	8.4%
Cirrus Logic CRUS	$5.69B	-34%	+6%	23%	16.9×	1.5%
Skyworks Solutions SWKS	$19.3B	+24%	-3%	9%	14.3×	39.4%

How Airoha Technology 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.

Airoha Technology against its 20 peers (data as of 6 Nov 2026)
Measure	6526.TW	Peer median	Rank in peer set
1-month return	-25.8%	-22.9%	10th lowest of 21
6-month return	+4.7%	-25.1%	2nd highest of 20
Distance from 52-week high	-29.5%	-54.5%	4th highest of 21
Revenue growth (TTM)	+9.6%	+21.0%	5th lowest of 21
Operating margin	5.6%	5.1%	10th highest of 20
Forward P/E	25.4×	36.2×	7th cheapest of 18
Growth the price implies (Req g, 7 yrs)	23.8%	17.9%	4th most demanding of 8
Growth delivered (Del g)	+16.5%	+13.7%	4th highest of 8
Hurdle (Req g minus delivered)	+7.3 pp	-6.1 pp	4th most demanding of 8
ROIC minus cost of capital	+0.2 pp	-6.7 pp	4th highest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Airoha Technology 6526.TW	Taiwan	$3.16B	+5%	+10%	6%	25.4×	23.8%	+16.5%
Chipbond Technology 6147.TWO	Taiwan	$3.20B	-20%	+18%	17%	17.2×	n/a	n/a
Shenzhen S.C New Energy Technology 300724.SZ	China	$3.12B	-36%	-67%	8%	24.2×	7.6%	+30.8%
Rorze 6323.T	Japan	$3.11B	-24%	+10%	27%	12.6×	14.3%	+20.4%
Xintec 3374.TWO	Taiwan	$3.08B	+88%	+17%	23%	36.2×	n/a	n/a
Shenyang Fortune Precision Equipment 688409.SS	China	$3.28B	-2%	+34%	4%	122.8×	n/a	n/a
Shanghai Awinic Technology 688798.SS	China	$3.04B	-9%	+2%	1%	39.5×	n/a	n/a
InnoScience (Suzhou) Technology 2577.HK	Hong Kong	$3.03B	-63%	+56%	-49%	n/a	n/a	n/a
Jiangsu JieJie Microelectronics 300623.SZ	China	$3.31B	-9%	+34%	17%	24.6×	17.9%	+28.2%
AP Memory Technology 6531.TW	Taiwan	$2.99B	-35%	+63%	29%	27.0×	34.1%	+9.8%
Jiangsu X-chip Semiconductor Tech 301707.SZ	China	$3.40B	n/a	+55%	41%	n/a	n/a	n/a
Suzhou Everbright Photonics 688048.SS	China	$3.48B	-63%	+88%	-1%	626.2×	n/a	n/a
JA Solar Technology 002459.SZ	China	$3.50B	-35%	-23%	n/a	n/a	-20.3%	+13.7%
Hangzhou Lion Electronics 605358.SS	China	$3.55B	-25%	+24%	-1%	81.0×	n/a	n/a
Diodes DIOD	United States	$3.56B	-31%	+18%	5%	14.6×	34.0%	+3.8%
Sino-American Silicon Products 5483.TWO	Taiwan	$2.80B	0%	-1%	12%	15.8×	n/a	n/a
Suzhou Novosense Microlectronics 2676.HK	Hong Kong	$3.57B	-28%	+86%	-2%	121.4×	n/a	n/a
Suzhou Novosense Microelectronics 688052.SS	China	$3.60B	-15%	+77%	-2%	209.7×	n/a	n/a
IPG Photonics IPGP	United States	$2.78B	-38%	+15%	5%	32.8×	24.8%	-3.5%
Linktel Technologies 301205.SZ	China	$3.60B	-39%	+54%	3%	281.1×	n/a	n/a
Nordic Semiconductor NOD.OL	Norway	$3.62B	-12%	+15%	8%	54.6×	n/a	n/a

Questions

Who are Airoha Technology's main competitors?: Named competitors: Qualcomm (QCOM), Realtek Semiconductor (2379.TW), Cirrus Logic (CRUS), Skyworks Solutions (SWKS). The cockpit's measured peer set (industry) also includes Chipbond Technology (6147.TWO), Shenzhen S.C New Energy Technology (300724.SZ), Rorze (6323.T), Xintec (3374.TWO), Shenyang Fortune Precision Equipment (688409.SS), Shanghai Awinic Technology (688798.SS).
Is Airoha Technology expensive compared with its peers?: On forward p/e it trades at 25.4× against a peer median of 36.2×, 7th cheapest of 18 in its peer set. For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +7 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.
How has Airoha Technology stock performed?: Over six months to 6 Nov 2026 the shares returned +4.7% against -25.1% for the median peer; over one year +23.1%.