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5347.TWO TWO Semiconductors

Vanguard International Semiconductor Corp

$161,50
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Mcap
301,5B TWD
P/E
EV / Rev
Div yield
3,09 %
Op margin
16,0 %
ROE
12,4 %
Net margin
16,3 %
Debt / equity
0,50
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Vanguard International Semiconductor Corp is a semiconductor manufacturer that produces memory and logic chips, primarily serving the global electronics industry.

Business. Vanguard International Semiconductor Corp (5347.TWO) is a technology equipment company operating in the semiconductors industry. The firm generates revenue through the sale of semiconductor products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
Generated · model-assisted
Sell-side consensus
BUY19 analysts
7 buy11 hold1 sell
Avg 12m price target130,07

Analyst recommendations

19 analysts · consensus Buy
Buy7
Hold11
Sell1
12-month price target
130,07
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
54
composite score
Valuation
valuation pending
Analysts
Buy
19 analysts · indicative
Ownership
not yet wired
Profitability
12,4 %
return on equity
Quality
60
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 5347.
  • Sector rotation

    Sector1D1Mvs mkt
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    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
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    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 5347.TWO. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
    • EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
    • EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score54 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    Vanguard International Semiconductor Corp (5347.TWO) is a technology equipment company operating in the semiconductors industry. The firm generates revenue through the sale of semiconductor products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listings are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    Vanguard International Semiconductor Corp maintains a debt-to-equity ratio of 0.5 and a current ratio of 1.3, indicating moderate liquidity and a balanced capital structure. The company's price-to-book ratio is 4.82, and its price-to-tangible-book ratio is also 4.82, suggesting that the market values the company's tangible assets at a premium. The company's market price is 165.0 TWD, with a market capitalization of 308,067,870,000 TWD.

    The company's return on equity is 12.38%, and its return on assets is 3.94%, which are metrics that reflect its profitability and efficiency in utilizing assets. These figures are compared against the industry's preferred metrics, which emphasize high return on equity and efficient asset utilization. Vanguard's return on equity is above the industry median, indicating strong profitability.

    Vanguard International Semiconductor Corp's revenue is primarily concentrated in the semiconductor manufacturing segment, with no significant geographic diversification disclosed in the available data. The company's exposure to specific markets or regions is not detailed, but its operations are likely influenced by global demand for semiconductors.

    The company's growth trajectory is expected to be influenced by the global semiconductor market's dynamics. Analysts have provided a mean price target of 130.07 TWD and a median price target of 132.50 TWD, with a mean recommendation of 2.47, indicating a generally positive outlook. The company's revenue history and the current market conditions suggest a moderate growth outlook for the next fiscal year.

    The risk assessment for Vanguard International Semiconductor Corp indicates a medium liquidity risk and a low dilution risk. The company's net cash is negative after subtracting total debt, which could affect its liquidity position. However, the dilution risk is low, suggesting that the company is not expected to issue additional shares in the near term.

    Recent events and filings have not been detailed in the available data, but the company's financial performance and market position are closely monitored by analysts. The company's free cash flow is negative at -56,055,318,000 TWD, which is primarily due to high capital expenditures of -63,978,031,000 TWD. This indicates that the company is investing heavily in its operations, which could support future growth.

    Key takeaways
    • Vanguard International Semiconductor Corp has a strong return on equity of 12.38%, indicating efficient use of shareholder equity.
    • The company's debt-to-equity ratio of 0.5 suggests a balanced capital structure with moderate leverage.
    • Analysts have a generally positive outlook, with a mean price target of 130.07 TWD and a median price target of 132.50 TWD.
    • The company's free cash flow is negative, primarily due to high capital expenditures, which may impact short-term liquidity.
    • Vanguard's market price of 165.0 TWD is above the mean and median analyst price targets, suggesting potential for downward correction.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $161,50
    Market cap
    $308.07B
    Enterprise value
    $329.14B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    12.9x
    P / B
    4.8x
    P / Tangible book
    4.8x
    Tangible book
    $63.88B
    Net cash
    -$21.07B
    Current ratio
    1.3
    Debt / equity
    0.5
    ROA
    3.9%
    ROE
    12.4%
    Cash conversion
    322.0%
    CapEx / revenue
    -1.3%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    DRAM Memory
    low · llm_fanout_v2
    NAND Flash Memory
    low · llm_fanout_v2

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    5,03
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    19
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-25 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate5,70
    Revenueno estimateno estimate57,8B TWD
    Operating incomeno estimateno estimate11,3B TWD
    Full-year consensus mean (period as reported by source) · consensus in TWD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution19 analysts
    Strong buy4
    Buy7
    Hold7
    Sell1
    Strong sell0
    12-month price target$161,00 · Median $171,00
    Low $89,00High $190,00
    Operating income · consensus11,3B TWD
    EPS surprise
    −26,0 %
    reported vs consensus · miss
    Revenue surprise
    −15,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$89,00
    Mean$130,07
    Median$132,50
    High$170,00
    Spot$161,50
    −19.5 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin16,0 %Above P75
    Net Margin16,3 %Above P75
    ROE12,4 %Above P75
    Capex / Rev-131,7 %Bottom quartile
    D/E0,50Below median
    Cash Conv3,22Above P75

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • Vanguard International Semiconductor Corp Market data — financials · 2026-05-26
    • Vanguard International Semiconductor Corp Market data — analyst estimates · 2026-05-26
    • Vanguard International Semiconductor Corp Market data — ESG · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    5347.TWOCanonical
    TWO · TWD

    Intel & risk

    PredictorBeat prob45 %Surprise-0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    5347NVDAINTCAVGOSemiconductors
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage