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Semiconductor Testing

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46/100 54Buffett Hold KYEC Deep-Dive Research King Yuan Electronics is the world's largest pure-play independent semiconductor testing house, with AI chip testing as its core growth driver. Revenue topped NT$10 billion for the first time in Q1 2026 and gross margin rose for a fifth straight quarter to 39.7%, but 2026 capex has been raised to NT$50 billion, far above last year's revenue, while the current price of NT$282 implies roughly 37x earnings and leaves almost no margin of safety. Research rating Hold: AI testing demand is real, but high capital intensity and peak valuation both need to be digested. King Yuan Electronics Co., Ltd.2449 · TaiwanSemiconductor Testing14 de junho de 2026