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2436

偉詮電 Semiconductor As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 偉詮電 to your watchlist to track signal changes on your next visit.
Valuation 46Quality 71Growth 70Momentum 64Chips 77

Is 偉詮電 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 72th market percentile. Latest quarterly ROE ≈ 3.2%.

  • Valuation is neutral.PE is in the 47th market percentile; within its own history, PE is around the 13th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 4.9% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 26.1%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.53
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 美商高盛 holds 3,144 lots
  • sellers have 2,691 lots left, ~150 sessions to clear

Window from 2026-01-17 · Price +41% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 美商高盛 has accumulated 3,144 lots since the start (sold 18%), now trimming.
  • Main distributor 富邦證券 peaked at 4,340 lots, has sold 47%, 2,305 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.72pp, mid holders +8, retail -2.36pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -2,815 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
美商高盛國泰證券香港上海匯豐華南永昌-斗六玉山-高雄元大-敦化
Distributing
富邦證券新加坡商瑞銀美林國票-敦北法人國票-中正凱基
Desks
own scale
國泰-敦南台灣摩根士丹利第一金-澎湖凱基-城中
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 美商高盛 +3,144
    sold 18%
  • 國泰證券 +2,874
    sold 14%
  • 香港上海匯豐 +1,328
    sold 3%· still adding
  • 華南永昌-斗六 +708
    sold 0%· still adding
  • 玉山-高雄 +372
    sold 9%
  • 元大-敦化 +306
    sold 24%

Distributing

  • 富邦證券 2,305 left
    sold 47%· paused recently
  • 新加坡商瑞銀 1,153 left
    sold 56%· ~27 sessions to clear
  • 美林 514 left
    sold 80%· ~66 sessions to clear
  • 國票-敦北法人 108 left
    sold 83%· paused recently
  • 國票-中正 176 left
    sold 66%· ~59 sessions to clear
  • 凱基 87 left
    sold 79%· ~4 sessions to clear

Desks

  • 國泰-敦南 -1,777
    day-trade · selling pressure
  • 台灣摩根士丹利 -992
    hedge desk · will cover
  • 第一金-澎湖 -644
    unclassified
  • 凱基-城中 -481
    unclassified
Still selling 2,691 lots ~150 sessions to bottom at most
Recent buy/sell force +1,894 absorbed / -999 sold buyers slightly ahead
Hedge-desk net short -1,031 lots potential cover-buying, not selling pressure
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Direction matches: big-holder share rose while retail share fell.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

Signals active now

These signals are true on the latest data, with this stock's own historical forward-return stats after each occurrence.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 26.11%

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

74 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 59.7%, Sample 67, Median +1.97%, Excess +1.49%, Beat mkt rate 44.8%；60-day: Win 53.8%, Sample 65, Median +2.45%, Excess +3.87%, Beat mkt rate 46.2%；120-day: Win 50%, Sample 64, Median +0.95%, Excess -1.99%, Beat mkt rate 35.9%

120 days after: historical avg +6.63%

20-day +3.72%
60-day +9.13%
120-day +6.63%
20-day
60-day
120-day
Win
59.7%
53.8%
50%
Sample
67
65
64
Median
+1.97%
+2.45%
+0.95%
Excess
+1.49%
+3.87%
-1.99%
Beat mkt rate
44.8%
46.2%
35.9%

Over 64 occurrences, 120-day forward avg gained 6.63%, lagged the market by 1.99 pts; win rate 50%.

Valuation regime and subsequent returns

Each day's PE is converted to its own-history percentile (as of that day), then we look at adjusted-close returns over the next 240 trading days by valuation regime.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 You are here968+14.5% +2% 51.3% +4.2%
20-40 555+30.4% +16.5% 57.8% +15.9%
40-60 591+11.1% +11.3% 66.3% -6.6%
60-80 448+12% -3.9% 42.4% -5.1%
80-100 450+46.4% +21% 63.6% +16.1%

Percentiles use an expanding own-history window (no look-ahead); forward return is 240 trading days on adjusted close. Sample days overlap; distribution is indicative only.

Current PE ≈ 20.86, at the 13.4th percentile of its own history (0-20 band).

Valuation × momentum historical grid

Every day in its own history is bucketed by valuation tercile (own-history PE) and 60-day momentum sign into six cells; we show adjusted-close returns over the next 120 trading days per cell.

Valuation
Momentum
Cheap (own-history bottom 1/3)
Mid
Expensive (own-history top 1/3)
60-day momentum up
Now
+14.3%
Win rate 63.3% Excess +8.2%
616d
+6.6%
Win rate 57.2% Excess +0.1%
631d
+24.4%
Win rate 73.4% Excess +10.3%
579d
60-day momentum down
+3%
Win rate 55.2% Excess -3%
756d
+4.8%
Win rate 55.7% Excess -4.2%
366d
+9.4%
Win rate 48.1% Excess -4.9%
183d

Currently in “Cheap (own-history bottom 1/3) × 60-day momentum up”: across 616 historical days, 120-day forward avg gained 14.3%, win rate 63.3%, beat the market by 8.2%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Does this signal hold up across the market

Over the past 242 months, on average ~404 stocks per month met “monthly revenue YoY ≥ 20%”; their adjusted-close return over the next 60 trading days averaged 6.94% (equal-weighted), beating the market by 2.37 points on average, and outperformed the TAIEX total-return index in 64.5% of months.

Each month, equal-weighted 60-day forward adjusted return of all signal-matching stocks, then averaged across months; excess vs the TAIEX total-return index.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

252-day price high (breakout)

Pending

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

24 times historically; 60-day forward avg +12.69%, win rate 63.6%, beating the market by +6.52 pts on average.

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

74 times historically; 60-day forward avg +7.43%, win rate 60.3%, beating the market by +2.74 pts on average.

What does 偉詮電 do? Company profile

半導體業；IC設計、電源管理與類比IC、智慧應用IC、電子元件代理 臺灣證券交易所上市

Overview

2436 對應證券為偉詮電子股份有限公司，英文名 Weltrend Semiconductor, Inc.，為臺灣證券交易所上市普通股。公司成立於 1989 年 7 月 5 日，掛牌上市日期為 2000 年 9 月 11 日，總部位於新竹科學園區新竹縣寶山鄉工業東九路24號2樓。董事長為林錫銘，總經理為林登信。依 114 年年報，截至 2026 年 2 月 28 日實收股本為新台幣 1,999,280,740 元，普通股流通在外 199,928,074 股；截至 2026 年 4 月 12 日止員工合計 368 人，平均年齡 46.75 歲、平均服務年資 13.15 年。主要股東名單依 2026 年 3 月 31 日年報揭露包括福豐投資 2.07%、匯豐銀行託管摩根士丹利國際有限公司專戶 1.66%、林錫銘 1.48%、邦陶投資 1.27%、周宜國 1.22%、梵加德新興市場股票指數基金專戶 1.17%、高盛國際投資專戶 1.11%、崇佑投資 0.96%、大通託管先進星光先進總合國際股票指數 0.96%、楊國城 0.95%。公司於 2022 年公開收購陞達科技 51% 股權，並於 2025 年 9 月完成股份轉換，使陞達科技成為 100% 持有子公司，以整合馬達控制IC、散熱風扇與液冷水泵相關產品線。

Business

偉詮電主要業務為研究、開發、生產、測試、銷售各種應用之積體電路產品；產品分為自行研發之電源管理與類比IC、智慧應用IC，以及國際品牌電子零組件代理銷售。依 114 年年報，2025 年營收新台幣 3,568,640 千元，產品比重為電源管理與類比IC 1,188,304 千元、33%；智慧應用IC 1,195,808 千元、34%；電子元件代銷 1,184,528 千元、33%。電源管理與類比IC包含 USB Type-C PD 快充控制晶片、一次側 PWM 電源控制晶片、同步整流控制晶片、筆電裝置端 USB Type-C PD 控制晶片、交換式電源供應器二次側監控電源管理晶片等，應用於壁式充電器、車載充電器、行動電源、筆電、遊戲機、電源供應器等。智慧應用IC包含高整合度智慧風扇馬達驅動與控制IC、水泵馬達控制IC、漏液偵測IC、水閘門控制IC、車用/辦公設備/機械手臂/人形機器人關節馬達控制IC、POS磁條解碼IC與晶片卡介面IC、8位元與32位元通用微控制器。代理業務主要為日商 ROHM 等國際品牌IC與電子元件整合應用及代理銷售。商業模式屬 fabless IC 設計公司：公司負責產品企劃、研發、電路設計、銷售與部分測試，晶圓及IC封裝委由外部供應商，年報指出晶圓代工以全球龍頭廠商為主要策略夥伴，封裝幾乎全數由國內專業封裝公司代工，測試大多數由廠內自測。2025 年主要成長來源為 AI 伺服器散熱風扇智能控制IC，管理層表示 Motor IC 產品線已成為繼 Power IC 後另一重要產品線。年報揭露 2025 年單一甲客戶銷貨 415,067 千元、占銷貨淨額 11.63%，因智能風扇馬達IC銷售金額增加，但基於契約未揭露客戶名稱。

Outlook 2025–2028

2025 年已實現明顯復甦與產品結構轉換：合併營收 3,568,640 千元、年增 15.32%，營業利益 238,692 千元、年增 45.49%，稅後淨利 563,034 千元、年增 90.95%，EPS 3.02 元；公司表示主要成長來自 AI 伺服器散熱風扇智能控制IC，且陞達科技於 2025 年 9 月成為 100% 子公司後，馬達控制IC在產品、技術、客戶與生產彈性上具互補效益。2026 年公司營業計畫偏樂觀，管理層指出 2026 年前兩月因 Motor IC 需求強勁，業績成長 35%，預期 Motor IC 營收將超越 Power IC，整體營收成長可望高於同業平均；公司策略為把握 AI 成長機會，在智慧風扇控制IC取得領先地位，並持續尋求併購標的、擴大營運規模、取得新產品線、強化供應鏈與人才。中長期至 2027-2028 的成長動能，主要來自 AI伺服器功率密度提高帶動散熱風扇、水泵、漏液偵測、水閘門控制等氣冷與液冷周邊IC需求；USB Type-C PD、快充、節能法規、GaN/MOSFET SiP合封、高效率小型化充電器、筆電與遊戲機平台升級；工控、車用、機器人關節等馬達控制IC滲透。產業面，年報引用 TSIA/工研院資料預估 2026 年台灣IC設計業產值年增 6.8%，整體IC產業產值年增 18.3%。主要風險包括成熟製程與成熟封裝供需吃緊、晶圓製造與封測成本上升、USB PD等成熟產品價格競爭、消費性電子復甦不確定、AI伺服器建置節奏與散熱架構從氣冷轉向液冷的產品組合變化、主要客戶集中度、匯率波動、地緣政治與供應鏈多元化要求。2027-2028 的具體數字公司未公告，以上為依公司產品線、年報策略與產業趨勢所作之分析推估。

Supply Chain

Upstream
  • 甲供應商 年報以代號揭露之主要供應商，2025 年進貨 659,247 千元，占進貨淨額 31%，非關係人；真實名稱因契約或揭露限制未公開。
  • 乙供應商 年報以代號揭露之主要供應商，2025 年進貨 536,473 千元，占進貨淨額 25%，非關係人；真實名稱未公開。
  • 丙供應商 年報以代號揭露之主要供應商，2025 年進貨 367,742 千元，占進貨淨額 17%，非關係人；真實名稱未公開。
  • 丁供應商 年報以代號揭露之主要供應商，2025 年進貨 323,730 千元，占進貨淨額 15%，非關係人；真實名稱未公開。
  • 晶圓代工廠商 IC設計上游；年報說明晶圓代工以全世界龍頭廠商為主要策略夥伴，但未揭露實際公司名稱，故不填股票代號。
  • 國內專業封裝公司 IC封裝上游；年報指出封裝幾乎全數由國內專業封裝公司代工，但未揭露實際公司名稱。
  • ROHM Co., Ltd. 電子元件代理業務之日商供應來源；ROHM 為日本上市公司，非台股掛牌，故 stock_id 為 null。
Downstream
  • 甲客戶 年報以代號揭露之主要銷貨客戶，2025 年銷貨 415,067 千元，占銷貨淨額 11.63%，非關係人；銷售增加原因為智能風扇馬達IC銷售金額增加，真實名稱未公開。
  • AI伺服器與資料中心散熱供應鏈客戶 下游應用包含伺服器主機、電源、電信設備、通訊機房、網通交換器與路由器、高階電競顯卡、液冷風扇、AI伺服器與液冷水泵；具體客戶多未由公司公開。
  • 充電器、筆電、遊戲機、行動電源與車載充電器品牌/ODM客戶 電源管理與USB Type-C PD控制IC下游應用；公司年報揭露應用範圍但未逐一揭露客戶名稱。
  • POS、車用、辦公設備、工控、機器人應用客戶 智慧應用IC與馬達控制IC下游應用；包含金融刷卡機、車用、辦公設備、機械手臂、人形機器人關節等，具體客戶未公開。

Competitors

  • 茂達 6138 台股上市櫃IC設計同業，業務涵蓋電源管理與風扇馬達驅動IC，與偉詮電在AI伺服器散熱風扇與馬達控制相關應用具競爭或替代關係。
  • 致新 8081 台股上市櫃電源管理IC公司，產品布局涵蓋PMIC、伺服器/車用/散熱風扇控制等領域，與偉詮電電源管理及部分伺服器應用重疊。
  • 矽力-KY 6415 台股上市電源管理IC大廠，產品線廣泛，與偉詮電在PMIC與高效率電源管理市場存在競爭。
  • 通嘉 3588 台股上市櫃IC設計公司，深耕高壓AC-DC控制IC與USB-PD快充，與偉詮電在快充與電源管理IC應用上競爭。
  • 盛群 6202 台股上市櫃微控制器IC設計公司，與偉詮電8位元/32位元MCU與部分智慧應用IC產品具同業比較關係。
  • 新唐 4919 台股上市櫃微控制器與混合訊號IC廠，與偉詮電在MCU、工控、消費與部分馬達控制應用上具競爭或替代關係。
Sources（13）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

Method and limitations

  • All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
  • Excess return is measured against the TAIEX total-return index (dividends included).
  • Valuation regime and percentile stats use an expanding own-history window (no future data).
  • Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
  • Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.