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Employees: 841
Size Advanced Wireless Semiconductor (8086.TWO) is a Taiwan Information Technology company (Semiconductors) with a market value of $537M, the 423rd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$90.30 on 6 Nov 2026.
Performance Over six months the shares fell 41.4%, against -41.7% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 35.5% over the last twelve months (peer median +23.6%); the operating margin is 23.0% (peer median -2.9%).
Valuation It trades at 18.2× forward earnings against a peer median of 15.8× (3rd most expensive of 6).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +3 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 2.6 points above its cost of capital (8.3% WACC).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$4.89B | NT$4.12B | NT$4.46B | NT$2.72B | NT$2.16B |
| Revenue growth | — | -8% | +64% | +26% | — |
| Gross profit | NT$1.49B | NT$1.07B | NT$860M | NT$385M | NT$311M |
| EBITDA | NT$1.84B | NT$1.43B | NT$1.18B | NT$662M | NT$447M |
| Net income | NT$1.05B | NT$660M | NT$521M | NT$82.7M | NT$13.7M |
| Free cash flow | NT$1.14B | NT$1.08B | NT$386M | -NT$365M | -NT$603M |
| Capital expenditure | NT$378M | NT$249M | NT$878M | NT$502M | NT$1.09B |
| Total debt | NT$990M | NT$1.40B | NT$1.14B | NT$515M | NT$90.9M |
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.
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.
| Measure | 8086.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -30.0% | -21.8% | 5th lowest of 21 |
| 6-month return | -41.4% | -41.7% | 11th highest of 21 |
| Distance from 52-week high | -50.7% | -57.0% | 7th highest of 21 |
| Revenue growth (TTM) | +35.5% | +23.6% | 9th highest of 21 |
| Operating margin | 23.0% | -2.9% | 2nd highest of 21 |
| Forward P/E | 18.2× | 15.8× | 3rd most expensive of 6 |
| Growth the price implies (Req g, 7 yrs) | 6.3% | 14.3% | 3rd least demanding of 9 |
| Growth delivered (Del g) | +3.0% | +15.2% | lowest of 9 |
| Hurdle (Req g minus delivered) | +3.3 pp | -2.7 pp | 4th most demanding of 9 |
| ROIC minus cost of capital | +2.6 pp | -8.2 pp | 5th highest of 21 |
| EV / EBITDA | 9.5× | 16.3× | 3rd cheapest of 5 |
| Net debt / EBITDA | -0.1× | -0.8× | 3rd most indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Advanced Wireless Semiconductor 8086.TWO | Taiwan | $537M | -41% | +36% | 23% | 18.2× | 6.3% | +3.0% |
| Hubei W-Olf Photoelectric Technology 002962.SZ | China | $534M | -25% | +3% | 1% | n/a | 24.2% | +15.0% |
| Shenzhen China Micro Semicon 688380.SS | China | $532M | -39% | +40% | 21% | n/a | 6.0% | +24.3% |
| Brite Semiconductor (Shanghai) 688691.SS | China | $542M | -59% | +27% | -18% | n/a | n/a | n/a |
| Suzhou Convert Semiconductor 688693.SS | China | $543M | -48% | +49% | -34% | n/a | n/a | n/a |
| TFE 425420.KS | South Korea | $544M | -8% | +54% | 17% | n/a | 7.4% | +15.5% |
| QD Laser 6613.T | Japan | $546M | +43% | +7% | -19% | 184.9× | n/a | n/a |
| Vikram Solar VIKRAMSOLR.NS | India | $546M | -37% | +40% | 12% | 14.0× | n/a | n/a |
| Jiangsu Rijiu Optoelectronics Jointstock 003015.SZ | China | $548M | -22% | +5% | 12% | n/a | 15.8% | +5.3% |
| Inner Mongolia OJing Science and Technology 001269.SZ | China | $523M | -16% | -2% | -51% | 47.7× | n/a | n/a |
| JinkoSolar Holding Co., Ltd. Sponsored ADR JKS | United States | $551M | -55% | -15% | -8% | n/a | n/a | n/a |
| Hana Materials 166090.KS | South Korea | $521M | -51% | +31% | 24% | 11.0× | -2.6% | +6.4% |
| Walton Advanced Engineering 8110.TW | Taiwan | $520M | -32% | +11% | -19% | n/a | n/a | n/a |
| Yingkou Jinchen Machinery 603396.SS | China | $555M | -24% | -5% | 5% | n/a | 21.1% | +21.8% |
| Black Sesame International 2533.HK | Hong Kong | $555M | -66% | +73% | -148% | n/a | n/a | n/a |
| NSING Technologies 2701.HK | Hong Kong | $517M | -54% | +55% | 1% | n/a | n/a | n/a |
| Shenzhen EXC-LED Technology 300889.SZ | China | $562M | -29% | +20% | -7% | n/a | n/a | n/a |
| Kopin KOPN | United States | $564M | -44% | -7% | -35% | n/a | n/a | n/a |
| Jiangsu Transimage Technology 002866.SZ | China | $567M | -49% | -5% | 3% | n/a | 12.9% | +4.2% |
| Taiwan Microloops 6831.TW | Taiwan | $569M | -46% | +117% | 12% | 15.8× | n/a | n/a |
| Silex Systems SLX.AX | Australia | $574M | -49% | +89% | -33% | n/a | 43.3% | +48.1% |