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← CockpitCompetitor Analysis › 688107.SS Shanghai Anlogic Infotech Co. Ltd. Class AOpen in the cockpit ↗

Shanghai Anlogic Infotech Co. Ltd. Class A688107.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Shanghai-based designer of FPGA (field-programmable gate array) chips for communications, industrial and consumer use.

≈ A smaller Chinese Lattice Semiconductor/XilinxMomentum weak 39
Mkt cap
$1.67B
US dollars, full cap
Free float
29%
of shares outstanding
$/day
$22.3M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-29.4 pp
WACC 10.7%
Hurdle
n/a
no reverse DCF
Next earnings
171 days
26 Apr 2027
Close · CNYCN¥24.79
1D-4.2%
1W+4.6%
1M-6.6%
3M-9.8%
6M-26.4%
YTD-8.8%
1Y-9.3%
ATR %5.9%
52w lowhigh50.3% off high

What Shanghai Anlogic Infotech does

Shanghai-based designer of FPGA (field-programmable gate array) chips for communications, industrial and consumer use.

Sells FPGAs, chips that customers can reprogram after manufacture, to makers of communications, industrial and consumer equipment, often through distributors. Once a chip is designed into a product it tends to be reordered for that product's life, and its own programming software keeps customers working within its toolchain.

In one line: A smaller Chinese Lattice Semiconductor/Xilinx.

Products and services

  • FPGA chips
  • FPSoC (FPGA+CPU) chips
  • EDA design software

Customers

  • Telecom equipment makers
  • Industrial control OEMs
  • Consumer electronics makers

Where it sits in the supply chain

  • Information Technology
  • Semiconductors
  • Programmable logic (FPGA)

What could go right

  • China's domestic FPGA substitution push
  • 5G/industrial automation demand

What could go wrong

  • Scale disadvantage vs AMD/Intel
  • Long qualification cycles

Moat: narrow (IP / patents, switching costs). FPGA designs are sticky once embedded, but Anlogic trails AMD/Xilinx and Intel/Altera in scale.

Headquarters: Shanghai, China · Founded: 2011 · Employees: 505

Named competitors

Shanghai Anlogic Infotech at a glance

Size Shanghai Anlogic Infotech (688107.SS) is a China Information Technology company (Semiconductors) with a market value of $1.67B, the 1483rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥24.79 on 6 Nov 2026.

Performance Over six months the shares fell 26.4%, against -19.0% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.

Growth Revenue grew 69.7% over the last twelve months (peer median +16.1%); the operating margin is -24.7% (peer median 7.1%).

Valuation It trades at 11.1× enterprise value to sales against a peer median of 4.0× (5th most expensive of 21).

Capital Return on invested capital runs 29.4 points below its cost of capital (10.7% WACC).

Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).

Relative performance

7510012511 May 202611 Aug 20266 Nov 2026Peer median 77688107.SS 70
Six months, rebased to 100: Shanghai Anlogic Infotech against the median of its 20 peers (local-currency closes).

Shanghai Anlogic Infotech financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥889MCN¥519MCN¥652MCN¥700MCN¥1.04B
Revenue growth—-20%-7%-33%—
Gross profitCN¥321MCN¥178MCN¥170MCN¥208MCN¥370M
EBITDAn/a-CN¥260M-CN¥188M-CN¥162MCN¥45.9M
Net income-CN¥193M-CN¥272M-CN¥205M-CN¥197MCN¥59.8M
Free cash flow-CN¥292M-CN¥142M-CN¥80.3M-CN¥237M-CN¥334M
Capital expenditureCN¥43.2MCN¥20.1MCN¥26.8MCN¥55.5MCN¥62.7M
Total debtCN¥40.3MCN¥56.9MCN¥42.5MCN¥64.4MCN¥124M

Quarterly statements and history in the cockpit →

Shanghai Anlogic Infotech 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

-40%-20%0%-40%-20%0%+20%2441SHLS300118688503688209688552429A6882333000776278688593030530688535AMS30062466SILEX300323688372COHU688107.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Shanghai Anlogic Infotech is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×10×20×2441SHLS300118688503688209688552429A688233300077627868859303053068853530062466SILEX300323688372688107.SSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shanghai Anlogic Infotech is the large dot.

Shanghai Anlogic Infotech competitors and peer comparison

Head to head with its named competitors (688107.SS vs AMD vs INTC vs LSCC)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Shanghai Anlogic Infotech 688107.SS$1.67B-26%+70%-25%11.1×n/a
Advanced Micro Devices AMD$733B-1%+42%18%16.0×60.9%
Intel INTC$299B-55%+12%11%5.2×46.1%
Lattice Semiconductor LSCC$14.9B-17%+63%13%19.4×n/a

How Shanghai Anlogic Infotech 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.

Shanghai Anlogic Infotech against its 20 peers (data as of 6 Nov 2026)
Measure688107.SSPeer medianRank in peer set
1-month return-6.6%-19.0%6th highest of 21
6-month return-26.4%-19.0%8th lowest of 21
Distance from 52-week high-50.3%-47.2%10th lowest of 21
Revenue growth (TTM)+69.7%+16.1%3rd highest of 21
Operating margin-24.7%7.1%2nd lowest of 21
EV / Sales11.1×4.0×5th most expensive of 21
ROIC minus cost of capital-29.4 pp-7.2 pplowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Shanghai Anlogic Infotech 688107.SSChina$1.67B-26%+70%-25%11.1×n/an/a
Greatek Electronics 2441.TWTaiwan$1.68B+4%+24%21%2.5×1.6%+2.7%
Shoals Technologies SHLSUnited States$1.70B+14%+49%11%2.9×n/an/a
Risen Energy 300118.SZChina$1.71B-42%-52%-39%3.1×38.4%-4.7%
Changzhou Fusion New Material 688503.SSChina$1.71B-53%+41%2%1.0×n/an/a
Shenzhen Injoinic Technology 688209.SSChina$1.64B+5%+13%11%5.8×n/an/a
Aerospace Nanhu Electronic Information Technology 688552.SSChina$1.64B-19%+19%-6%11.0×35.8%+1.0%
Tekscend Photomask 429A.TJapan$1.64B-36%+10%22%1.6×6.4%+8.7%
Thinkon Semiconductor Jinzhou 688233.SSChina$1.62B-11%+12%18%22.0×44.7%+18.0%
NSING Technologies 300077.SZChina$1.61B-32%+47%1%6.5×n/an/a
Taiwan Surface Mounting Technology 6278.TWTaiwan$1.60B-2%+5%7%0.8×6.5%+3.8%
Shanghai New Vision Microelectronics 688593.SSChina$1.76B-22%+7%-4%17.2×n/an/a
Wonik 030530.KSSouth Korea$1.59B-14%-14%1%4.8×n/an/a
Jiangsu HHCK Advanced Materials 688535.SSChina$1.58B-19%+154%7%11.2×n/an/a
ams-OSRAM AMS.SWSwitzerland$1.78B-16%-3%8%0.9×n/an/a
Elite Semiconductor Microelectronics Technology 3006.TWTaiwan$1.79B+14%+273%49%0.7×n/an/a
Cosmo Electronics 2466.TWTaiwan$1.57B+449%-19%-20%58.9×n/an/a
Silex Microsystems SILEX.STSweden$1.55B-32%+13%26%10.3×38.0%+13.0%
BOE HC SemiTek 300323.SZChina$1.81B-38%+23%-8%2.7×n/an/a
Shanghai V-Test Semiconductor Tech 688372.SSChina$1.82B-53%+53%18%7.5×n/an/a
Cohu COHUUnited States$1.82B-22%+34%-2%2.9×21.5%-6.6%

Questions

Who are Shanghai Anlogic Infotech's main competitors?
Named competitors: AMD (Xilinx) (AMD), Intel (Altera) (INTC), Lattice Semiconductor (LSCC), Gowin Semiconductor (private or unlisted). The cockpit's measured peer set (industry) also includes Greatek Electronics (2441.TW), Shoals Technologies (SHLS), Risen Energy (300118.SZ), Changzhou Fusion New Material (688503.SS), Shenzhen Injoinic Technology (688209.SS), Aerospace Nanhu Electronic Information Technology (688552.SS).
Is Shanghai Anlogic Infotech expensive compared with its peers?
On ev / sales it trades at 11.1× against a peer median of 4.0×, 5th most expensive of 21 in its peer set.
How has Shanghai Anlogic Infotech stock performed?
Over six months to 6 Nov 2026 the shares returned -26.4% against -19.0% for the median peer; over one year -9.3%.

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.