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← CockpitCompetitor Analysis › 6831.TW Taiwan Microloops Corp.Open in the cockpit ↗

Taiwan Microloops Corp.6831.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors

Maker of heat pipes and vapor-chamber thermal solutions for cooling laptops, servers and consumer electronics.

Momentum laggard 1
Competitor Analysis ▸ ChartsOpen in the cockpit
Mkt cap
$569M
US dollars, full cap
Free float
57%
of shares outstanding
$/day
$8.87M
20-day average traded
Fwd P/E
15.8×
forward earnings
ROIC−WACC
+9.1 pp
WACC 7.4%
Hurdle
n/a
no reverse DCF
Next earnings
12 days
18 Nov 2026
Close · TWDNT$278.50
1D-7.0%
1W-23.9%
1M-43.0%
3M-54.9%
6M-46.4%
YTD-5.6%
1Yn/a
ATR %9.8%
52w lowhigh71.3% off high

What Taiwan Microloops does

Maker of heat pipes and vapor-chamber thermal solutions for cooling laptops, servers and consumer electronics.

Products and services

  • Heat pipes
  • Vapor chambers
  • Server/AI cooling modules

Customers

  • Notebook and server OEMs/ODMs

Where it sits in the supply chain

  • Information Technology
  • Electronic components
  • Thermal management (heat pipes/vapor…

What could go right

  • AI server thermal-solution demand growth

What could go wrong

  • Thermal component pricing competition
  • Customer concentration

Moat: narrow (process know-how, customer qualification). Qualified thermal-solution supplier for OEM/ODM electronics designs.

Headquarters: Taiwan

Named competitors

Taiwan Microloops at a glance

Size Taiwan Microloops (6831.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $569M, the 409th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$278.50 on 6 Nov 2026.

Performance Over six months the shares fell 46.4%, against -39.5% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 8th lowest of 20 in its peer set.

Growth Revenue grew 117.0% over the last twelve months (peer median +20.1%); the operating margin is 11.6% (peer median 1.1%).

Valuation It trades at 15.8× forward earnings against a peer median of 18.2× (3rd cheapest of 6).

Capital Return on invested capital runs 9.1 points above its cost of capital (7.4% WACC).

Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).

Relative performance

5010015011 May 202611 Aug 20266 Nov 2026Peer median 616831.TW 50
Six months, rebased to 100: Taiwan Microloops against the median of its 20 peers (local-currency closes).

Taiwan Microloops financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$4.00BNT$3.70BNT$2.01BNT$1.64BNT$1.61B
Revenue growth—+85%+22%+2%—
Gross profitNT$862MNT$812MNT$415MNT$349MNT$328M
EBITDANT$613MNT$562MNT$240MNT$187MNT$175M
Net incomeNT$374MNT$301MNT$106MNT$103MNT$87.5M
Free cash flow-NT$281M-NT$566M-NT$374MNT$13.7MNT$177M
Capital expenditureNT$434MNT$331MNT$531MNT$184MNT$96.7M
Total debtNT$707MNT$563MNT$231MNT$38.8MNT$309M

Quarterly statements and history in the cockpit →

Taiwan Microloops 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%-25%0%+25%002866KOPN3008892533603396JKS301002003015SISVIKRAMSOLR66134254206886936886916003636880450029626831.TW6-month return →1-month return →
Up and to the right = strong over both horizons. Taiwan Microloops is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×100×VIKRAMSOLR661380866003636880456831.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Taiwan Microloops is the large dot.

Taiwan Microloops competitors and peer comparison

Head to head with its named competitors (6831.TW vs 3324.TWO vs 3017.TW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Taiwan Microloops 6831.TW$569M-46%+117%12%15.8×n/a
AURAS Technology 3324.TWO$2.90B-10%+71%16%15.1×n/a
Asia Vital Components 3017.TW$27.4B-15%+99%24%17.5×9.0%

How Taiwan Microloops 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.

Taiwan Microloops against its 20 peers (data as of 6 Nov 2026)
Measure6831.TWPeer medianRank in peer set
1-month return-43.0%-16.4%lowest of 21
6-month return-46.4%-39.5%8th lowest of 20
Distance from 52-week high-71.3%-54.8%3rd lowest of 21
Revenue growth (TTM)+117.0%+20.1%highest of 20
Operating margin11.6%1.1%5th highest of 20
Forward P/E15.8×18.2×3rd cheapest of 6
ROIC minus cost of capital+9.1 pp-6.3 pp2nd highest of 20
EV / EBITDA29.9×9.5×most expensive of 4
Net debt / EBITDA-0.8×-0.4×2nd least indebted of 5

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
Taiwan Microloops 6831.TWTaiwan$569M-46%+117%12%15.8×n/an/a
Jiangsu Transimage Technology 002866.SZChina$567M-49%-5%3%n/a12.9%+4.2%
Kopin KOPNUnited States$564M-44%-7%-35%n/an/an/a
Silex Systems SLX.AXAustralia$574M-49%+89%-33%n/a43.3%+48.1%
Shenzhen EXC-LED Technology 300889.SZChina$562M-29%+20%-7%n/an/an/a
Centera Photonics 7917.TWOTaiwan$579Mn/an/an/an/an/an/a
Black Sesame International 2533.HKHong Kong$555M-66%+73%-148%n/an/an/a
Yingkou Jinchen Machinery 603396.SSChina$555M-24%-5%5%n/a21.1%+21.8%
JinkoSolar Holding Co., Ltd. Sponsored ADR JKSUnited States$551M-55%-15%-8%n/an/an/a
Shenzhen SOSEN Electronics 301002.SZChina$587M-39%+22%2%n/an/an/a
Jiangsu Rijiu Optoelectronics Jointstock 003015.SZChina$548M-22%+5%12%n/a15.8%+5.3%
First Sensor SIS.DEGermany$591M-6%-18%7%n/a13.5%-7.4%
Vikram Solar VIKRAMSOLR.NSIndia$546M-37%+40%12%14.0×n/an/a
QD Laser 6613.TJapan$546M+43%+7%-19%184.9×n/an/a
TFE 425420.KSSouth Korea$544M-8%+54%17%n/a7.4%+15.5%
Suzhou Convert Semiconductor 688693.SSChina$543M-48%+49%-34%n/an/an/a
Brite Semiconductor (Shanghai) 688691.SSChina$542M-59%+27%-18%n/an/an/a
Advanced Wireless Semiconductor 8086.TWOTaiwan$537M-41%+36%23%18.2×6.3%+3.0%
Jiangxi Lianchuang Optoelectronic Science & Tech 600363.SSChina$603M-82%-10%1%7.2×n/an/a
Shenzhen Kiwi Instruments 688045.SSChina$604M-3%+45%8%68.1×31.6%+9.7%
Hubei W-Olf Photoelectric Technology 002962.SZChina$534M-25%+3%1%n/a24.2%+15.0%

Questions

Who are Taiwan Microloops's main competitors?
Named competitors: Auras Technology (3324.TWO), Asia Vital Components (AVC) (3017.TW), Chaun-Choung Technology (private or unlisted). The cockpit's measured peer set (industry) also includes Jiangsu Transimage Technology (002866.SZ), Kopin (KOPN), Silex Systems (SLX.AX), Shenzhen EXC-LED Technology (300889.SZ), Centera Photonics (7917.TWO), Black Sesame International (2533.HK).
Is Taiwan Microloops expensive compared with its peers?
On forward p/e it trades at 15.8× against a peer median of 18.2×, 3rd cheapest of 6 in its peer set.
How has Taiwan Microloops stock performed?
Over six months to 6 Nov 2026 the shares returned -46.4% against -39.5% for the median peer.

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.