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6962

奕力-KY Semiconductor As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

1 active signal
Foreign buy
This page refreshes daily after the close. Add 奕力-KY to your watchlist to track signal changes on your next visit.
Valuation 62Quality 42Growth 57Momentum 42Chips 15

Is 奕力-KY a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 41th market percentile. Latest quarterly ROE ≈ 1.4%.

  • Valuation is neutral.PE is in the 56th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -3.7% of volume (net sell).

  • Signals are active now.On the latest data, signals such as Foreign net buying 5 straight days are active — see the historical forward returns after each occurrence below.

Chip flow

Bearish -0.35
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 富邦證券 holds 4,731 lots
  • sellers have 1,350 lots left, ~110 sessions to clear

Window from 2026-01-17 · Price -1% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 富邦證券 has accumulated 4,731 lots since the start (sold 3%), holding.
  • Main distributor 凱基-台北 peaked at 1,743 lots, has sold 83%, 295 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders -3.40pp, mid holders +11, retail +1.93pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -2,502 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
富邦證券臺銀台灣摩根士丹利國泰-館前港商野村群益金鼎-三重
Distributing
凱基-台北新加坡商瑞銀國泰-台南元大-大益元大證券凱基-桃園
Desks
own scale
中國信託永豐金證券摩根大通永豐金-竹科
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 富邦證券 +4,731
    sold 3%
  • 臺銀 +1,674
    sold 0%· still adding
  • 台灣摩根士丹利 +1,410
    sold 0%· still adding
  • 國泰-館前 +1,008
    sold 10%
  • 港商野村 +906
    sold 0%· still adding
  • 群益金鼎-三重 +639
    sold 0%· still adding

Distributing

  • 凱基-台北 295 left
    sold 83%· paused recently
  • 新加坡商瑞銀 186 left
    sold 76%· ~16 sessions to clear
  • 國泰-台南 418 left
    sold 31%· ~41 sessions to clear
  • 元大-大益 320 left
    sold 26%· ~110 sessions to clear
  • 元大證券 279 left
    sold 33%· paused recently
  • 凱基-桃園 53 left
    sold 81%· paused recently

Desks

  • 中國信託 -12,629
    unclassified
  • 永豐金證券 -1,593
    unclassified
  • 摩根大通 -1,106
    hedge desk · will cover
  • 永豐金-竹科 -929
    unclassified
Still selling 1,350 lots ~110 sessions to bottom at most
Recent buy/sell force +2,788 absorbed / -647 sold buyers slightly ahead
Hedge-desk net short -2,443 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)

Weak direction: big-holder share fell while retail share rose.

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.

Foreign net buying for 5 straight days

Active · now 6%

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

6 historical occurrences (since 2025-01-22)

Over 5 occurrences, 20-day forward avg declined 4.74%, lagged the market by 9.96 pts; win rate 40%.

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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

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

What does 奕力-KY do? Company profile

半導體業／IC設計／顯示驅動IC與觸控IC 臺灣證券交易所上市

Overview

6962 對應證券為奕力-KY，英文簡稱 ITH-KY，為臺灣證券交易所上市普通股，非 ETF、ETN、權證或特別股。公司為開曼控股架構，成立日期為2019-01-10，臺灣主要營運據點與通訊地址為新竹縣竹北市台元二街1號10樓之1；董事長梁公偉，總經理陳泰元，發言人林冠宇。股票於2024-11-26在臺灣證交所掛牌上市，產業別為半導體業。公開基本資料顯示實收資本額新臺幣4,923,965,650元，已發行普通股492,396,565股。主要營運子公司為奕力科技股份有限公司，從事顯示器驅動IC、觸控IC、TDDI、TCON相關設計研發、銷售及技術服務。2026-04-20年報揭露主要股東包括 Gaintech Co. Limited／訊發有限公司53,889仟股、持股10.94%；Nelpus Investments Limited 42,023仟股、8.53%；Milehigh Investments Holding Limited／嵩高投資控股有限公司24,378仟股、4.95%；Banded Agate Limited 22,624仟股、4.59%；ACIT Limited 14,183仟股、2.88%。員工規模方面，104人力銀行揭露奕力科技約600人；另有二手法說整理稱截至2025-06-30約1005人，因年報文字抽取未能穩定核對完整表格，員工總數列為待確認。

Business

奕力-KY為無晶圓廠IC設計公司，核心產品為顯示器驅動IC、觸控IC、整合觸控與顯示驅動IC（TDDI）、時序控制器（TCON）及車載Bridge/TCON相關方案。公司官網與年報指出產品應用涵蓋智慧型手機、平板、穿戴、筆記型電腦、桌上型顯示器、車載顯示器、工控、POS、電子白板、電子紙、航海及醫療健身等終端。2025年全年合併營收為新臺幣190.85億元，年減15%；營業毛利51.81億元，稅後淨利13.64億元，EPS 2.87元。2025 Q2法說會揭露終端應用營收結構為：智能移動終端30.18億元、占65%；資訊設備終端8.32億元、占18%；工控車載8.22億元、占17%。商業模式為IC設計、委外晶圓製造與封裝測試，再銷售予面板製造商、模組廠與品牌供應鏈；年報稱2025年度銷售對象主要為全球知名品牌手機之面板製造商及模組廠，前十大客戶中單一客戶銷售比率均低於20%，但未公開逐一客戶名稱。技術重點包括AMOLED DDIC、LCD TDDI、OLED筆電DDI、TED、TCON SoC、車載ASIL B TDDI、ALS整合TDDI、Bridge Interface Converter、低功耗、高解析度、高更新率、窄邊框、高抗噪、防水、厚蓋板、主動筆與多協定支援。

Outlook 2025–2028

2025年：公司面臨關稅政策、中國內需保守、封測成本上升、客戶產品平台切換及新臺幣升值等壓力，全年營收年減15%；但完成單晶片時序控制器（Discrete TCON）相關營業資產與技術授權取得，補強資訊設備與系統整合能力。2025 Q2法說指出TCON業務於第二季交割並開始貢獻營收，工控TDDI及筆電觸控IC需求增長；Q3展望為客戶平台切換完成後出貨回溫，高階電競應用產品量產出貨，歐美工控車載新案量產。2026年：年報揭露營業方針為增強產品差異化、迭代速度與系統整合能力，拓展高附加價值市場，優化產品組合與客戶結構；OLED手機方面已在旗艦／高階手機推出22奈米製程產品，並率先推出28奈米RAM-less新平台，亦開發OLED TDDI；資訊設備方面受惠OLED面板滲透率提升，筆電OLED DDI新品搭配LCD高階高刷與TCON／TDDI整合；工控與車載方面將推出掛載主動筆功能之高整合度單晶片，擴大高階視訊會議、智能教育黑板與學習機觸控商機，Bridge新品已搭配TDDI量產並推出高性價比LCD DDI方案。2027至2028年：公司未公開量化財測；合理觀察重點為OLED在手機與筆電滲透率、8.6代OLED產線導入、車用智慧座艙螢幕數量與尺寸提升、邊緣端AI帶動終端顯示升級、TCON併購綜效、工控／教育／會議大尺寸觸控需求。主要風險包括地緣政治與關稅不確定性、記憶體漲價抑制終端需求、面板景氣循環、DDIC價格競爭、匯率波動、封測成本、晶圓代工供給與議價、客戶平台轉換時程、OLED新產品良率與認證進度、車規認證週期、以及義隆電子對公司及代理商提起之專利侵權訴訟仍有一案審理中但公司年報稱對營運和財務無重大影響。

Supply Chain

Upstream
  • 晶圓代工廠（年報未公開逐名） 主要原料為晶圓；公司屬IC設計業，晶圓製造委由外部專業代工廠辦理。年報說明公司通常考量兩家以上供應商以降低進貨集中風險，但未揭露具體供應商名稱。
  • 封裝與測試服務商（年報未公開逐名） 封裝與測試製程委由外部專業代工廠辦理；年報未揭露具體封測供應商名稱。
  • 台積電 2330 台股上市晶圓代工龍頭；未在奕力-KY年報中確認為供應商，僅列為台灣IC設計公司常見上游晶圓代工產業參考。
  • 聯華電子 2303 台股上市晶圓代工廠；未在奕力-KY年報中確認為供應商，僅列為可能上游代工產業參考。
  • 日月光投控 3711 台股上市封測服務集團；未在奕力-KY年報中確認為供應商，僅列為可能上游封測產業參考。
Downstream
  • 全球知名品牌手機之面板製造商及模組廠 年報明確揭露主要銷售對象類型，前十大客戶單一客戶比率均低於20%；未公開具體客戶名稱。
  • 友達光電 2409 台股上市面板廠，屬奕力產品可能下游應用產業；未由年報確認為直接客戶。
  • 群創光電 3481 台股上市面板廠，屬奕力產品可能下游應用產業；未由年報確認為直接客戶。
  • 瀚宇彩晶 6116 台股上市中小尺寸面板廠，屬奕力產品可能下游應用產業；未由年報確認為直接客戶。
  • 京東方科技集團 中國A股上市面板廠，非台股掛牌；屬智慧手機、平板、筆電與車載顯示供應鏈的重要面板廠，未由奕力年報確認為直接客戶。
  • 華星光電／TCL CSOT 中國面板廠，非台股掛牌；屬智慧手機、筆電、車載與大尺寸顯示供應鏈參考，未由奕力年報確認為直接客戶。

Competitors

  • 聯詠科技 3034 台股上市IC設計公司，主要產品含顯示驅動IC、TCON與SoC，為DDIC/TCON主要同業。
  • 瑞鼎科技 3592 台股上市IC設計公司，聚焦顯示驅動IC，包含OLED與面板驅動相關產品，為顯示驅動IC同業。
  • 矽創電子 8016 台股上櫃IC設計公司，產品含小中尺寸顯示驅動IC、感測及車用／工控相關IC，為部分應用同業。
  • 敦泰電子 3545 台股上市IC設計公司，產品含觸控控制IC、TDDI與顯示相關IC，為觸控與TDDI同業。
  • 義隆電子 2458 台股上市IC設計公司，產品含觸控控制晶片、人機介面IC；同時年報揭露其曾對奕力-KY及代理商提起專利侵權訴訟。
  • 天鈺科技 4961 台股上市IC設計公司，產品含顯示器相關IC與電源管理IC，部分產品線與顯示供應鏈重疊。
  • 奇景光電 美國NASDAQ上市，非台股掛牌；全球顯示驅動IC與TCON同業。
  • Synaptics 美國NASDAQ上市，非台股掛牌；觸控、人機介面與顯示相關IC供應商，部分應用同業。
Sources（14）

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.