Added to YB: 2026-10-07
Pitch date: 2026-10-02
2337.TW [bullish]
Macronix International Co., Ltd.
-10.2%
current return
Author Info
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Company Info
Macronix International Co., Ltd. engages in the design, manufacture, and supply of integrated circuits and memory chips.
Market Cap
TWD 240.5B
Pitch Price
TWD 122.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.65
P/E
28.11
EV/Sales
5.27
Sector
Semiconductors and Semiconductor Equipment
Category
growth
September Portfolio - Macronix International Co., Ltd.
2337.TW (hold): Macronix’s thesis is pricing in 2026, with higher-layer NAND as the 2027 growth leg and added capacity planned. September sales growth near 5% to roughly NT$8.6bn would put the quarter around NT$24.5bn; growth of 2% or less would be worrying. Gross margin near 70% would confirm pricing is reaching the accounts, while below June’s 64% would indicate it is not. Pricing remains broadly firm, though Kioxia’s call that increases should stop is the cycle’s first crack.
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