Who are SJ Semiconductor's main competitors?

Named competitors: JCET Group (600584.SS), TongFu Microelectronics (002156.SZ), Amkor Technology (AMKR), ASE Technology Holding (3711.TW). The cockpit's measured peer set (industry) also includes Shanghai Enflame Technology (688801.SS), Montage Technology (6809.HK), Piotech (688072.SS), First Solar (FSLR), ON Semiconductor (ON), GlobalFoundries (GFS).

Is SJ Semiconductor expensive compared with its peers?

On forward p/e it trades at 136.4× against a peer median of 23.2×, 3rd most expensive of 18 in its peer set.

How has SJ Semiconductor stock performed?

Over six months to 6 Nov 2026 the shares returned -20.5% against -22.9% for the median peer.

← CockpitCompetitor Analysis › 688820.SS SJ Semiconductor Corporation Class AOpen in the cockpit ↗

SJ Semiconductor Corporation Class A688820.SSCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Advanced chip packaging and testing specialist offering wafer-level and 2.5D/3D multi-die integration for high-performance chips.

≈ China's Amkor Technology (advanced packaging side)Momentum laggard 8

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$22.9B

US dollars, full cap

Free float

100%

of shares outstanding

$/day

$138M

20-day average traded

Fwd P/E

136.4×

forward earnings

ROIC−WACC

n/a

WACC 18.1%

Hurdle

n/a

no reverse DCF

Next earnings

117 days

3 Mar 2027

Close · CNYCN¥81.86

1D-3.9%

1W+10.0%

1M-22.7%

3M-29.7%

6M-20.5%

YTDn/a

1Yn/a

ATR %8.8%

52w lowhigh65.2% off high

What SJ Semiconductor does

Advanced chip packaging and testing specialist offering wafer-level and 2.5D/3D multi-die integration for high-performance chips.

In one line: China's Amkor Technology (advanced packaging side).

Products and services

Wafer bumping (copper pillar, micro-bump)
Wafer-level chip packaging
2.5D/3D multi-die integration
Wafer testing

Customers

Fabless chip designers
AI/HPC and smartphone chipmakers

Where it sits in the supply chain

Semiconductors
Advanced packaging & testing (OSAT)
Wafer bumping, wafer-level packaging…

What could go right

AI/HPC chip demand for advanced packaging
China's push for domestic advanced-packaging capacity

What could go wrong

Heavy capex requirements
Customer concentration in a fast-moving technology niche

Moat: narrow (process know-how, scale). Only mainland China provider mass-producing silicon-based 2.5D packaging as of 2024, a technically hard niche.

Headquarters: Jiangyin, China · Founded: 2014

Named competitors

SJ Semiconductor at a glance

Size SJ Semiconductor (688820.SS) is a China Information Technology company (Semiconductors) with a market value of $22.9B, the 88th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥81.86 on 6 Nov 2026.

Performance Over six months the shares fell 20.5%, against -22.9% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 20 in its peer set.

Growth Revenue grew 0.8% over the last twelve months (peer median +25.7%).

Valuation It trades at 136.4× forward earnings against a peer median of 23.2× (3rd most expensive of 18).

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

Relative performance

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

SJ Semiconductor financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥6.59B	CN¥6.52B	CN¥4.71B	CN¥3.04B	CN¥1.63B
Revenue growth	—	+39%	+55%	+86%	—
Gross profit	n/a	n/a	CN¥928M	CN¥550M	CN¥42.7M
EBITDA	n/a	n/a	CN¥1.61B	CN¥952M	CN¥273M
Net income	CN¥778M	CN¥923M	CN¥214M	CN¥34.1M	-CN¥329M
Free cash flow	n/a	n/a	-CN¥2.46B	-CN¥2.90B	-CN¥1.56B
Capital expenditure	n/a	n/a	CN¥4.37B	CN¥3.97B	CN¥1.84B
Total debt	CN¥4.85B	n/a	CN¥4.32B	CN¥2.62B	CN¥1.41B

Quarterly statements and history in the cockpit →

SJ Semiconductor 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. SJ Semiconductor is the large dot.

Fundamentals: revenue growth against valuation

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

SJ Semiconductor competitors and peer comparison

Head to head with its named competitors (688820.SS vs 600584.SS vs 002156.SZ vs AMKR)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
SJ Semiconductor 688820.SS	$22.9B	-21%	+1%	n/a	136.4×	n/a
JCET 600584.SS	$14.1B	+15%	+4%	6%	40.2×	n/a
TongFu Microelectronics 002156.SZ	$10.5B	-15%	+21%	7%	28.7×	n/a
Amkor Technology AMKR	$8.13B	-57%	+16%	10%	12.1×	n/a
Ase Technology 3711.TW	$70.4B	+2%	+25%	11%	17.3×	n/a

How SJ Semiconductor 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.

SJ Semiconductor against its 20 peers (data as of 6 Nov 2026)
Measure	688820.SS	Peer median	Rank in peer set
1-month return	-22.7%	-21.0%	10th lowest of 21
6-month return	-20.5%	-22.9%	10th highest of 20
Distance from 52-week high	-65.2%	-52.7%	5th lowest of 21
Revenue growth (TTM)	+0.8%	+25.7%	3rd lowest of 20
Forward P/E	136.4×	23.2×	3rd most expensive of 18

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
SJ Semiconductor 688820.SS	China	$22.9B	-21%	+1%	n/a	136.4×	n/a	n/a
Shanghai Enflame Technology 688801.SS	China	$23.8B	n/a	n/a	n/a	n/a	n/a	n/a
Montage Technology 6809.HK	Hong Kong	$24.1B	-49%	+40%	42%	45.8×	8.1%	+23.6%
Piotech 688072.SS	China	$21.7B	+23%	+24%	14%	55.5×	43.5%	+71.7%
First Solar FSLR	United States	$21.6B	-9%	-1%	39%	9.2×	12.4%	+14.0%
ON Semiconductor ON	United States	$24.6B	-39%	+3%	19%	14.3×	20.0%	+2.7%
GlobalFoundries GFS	United States	$21.2B	-48%	+1%	12%	16.2×	24.9%	+7.0%
Moore Threads Technology 688795.SS	China	$25.1B	-53%	+226%	-9%	n/a	n/a	n/a
GigaDevice Semiconductor 3986.HK	Hong Kong	$25.1B	-43%	+181%	50%	11.6×	-8.8%	+14.6%
Global Unichip 3443.TW	Taiwan	$25.1B	+29%	+104%	13%	50.1×	n/a	n/a
Hua Hong Grace Semiconductor 688347.SS	China	$25.5B	+23%	+18%	-2%	234.7×	n/a	n/a
Suzhou TFC Optical Communication 300394.SZ	China	$19.9B	-44%	+26%	51%	36.3×	44.8%	+42.7%
Skyworks Solutions SWKS	United States	$19.3B	+24%	-3%	9%	14.3×	39.4%	-5.0%
DapuStor 301666.SZ	China	$18.8B	+20%	+611%	23%	n/a	n/a	n/a
Renesas Electronics 6723.T	Japan	$27.9B	-23%	+26%	24%	9.9×	12.2%	+13.0%
MetaX Integrated Circuits (Shanghai) 688802.SS	China	$29.5B	-35%	+84%	n/a	469.5×	n/a	n/a
Microchip Technology MCHP	United States	$31.7B	-41%	+21%	16%	14.5×	34.2%	-2.8%
Winbond Electronic 2344.TW	Taiwan	$16.4B	+22%	+154%	43%	2.8×	0.6%	+8.1%
MACOM Technology Solutions MTSI	United States	$16.1B	-41%	+28%	18%	23.2×	49.4%	+12.8%
OmniVision Integrated Circuits 603501.SS	China	$16.1B	-12%	+2%	13%	31.4×	n/a	n/a
Astera Labs ALAB	United States	$33.1B	-5%	+115%	26%	28.0×	n/a	n/a

Questions

Who are SJ Semiconductor's main competitors?: Named competitors: JCET Group (600584.SS), TongFu Microelectronics (002156.SZ), Amkor Technology (AMKR), ASE Technology Holding (3711.TW). The cockpit's measured peer set (industry) also includes Shanghai Enflame Technology (688801.SS), Montage Technology (6809.HK), Piotech (688072.SS), First Solar (FSLR), ON Semiconductor (ON), GlobalFoundries (GFS).
Is SJ Semiconductor expensive compared with its peers?: On forward p/e it trades at 136.4× against a peer median of 23.2×, 3rd most expensive of 18 in its peer set.
How has SJ Semiconductor stock performed?: Over six months to 6 Nov 2026 the shares returned -20.5% against -22.9% for the median peer.