Vanguard International Semiconductor (5347) Fair Value & Analysis
Technology · TW · Market cap 317B TWD (≈ $10.0B) · ISIN TW0005347009
What is Vanguard International Semiconductor really worth?
Below-average quality, and trading another 75% above our fair value of 85.58 TWD.
As of Aug 27, 2026, the fair value of Vanguard International Semiconductor is 85.58 TWD per share against a price of 150.00 TWD, so the fair value sits 43% below the price. A model estimate blended from multiple valuation models, recalculated regularly.
Strengths
Risks
For context
Fair value as of: Aug 27, 2026
From 16 valuation models · updated 10 days ago
Share price −4.5% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (111.25 TWD). The favourable scenario is already priced in.
- Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
- A fairly wide model range (59.91 TWD to 111.25 TWD) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.
How to read this chart
60‑month range 51.70 TWD – 215.03 TWD · fair‑value band 59.91 TWD – 111.25 TWD · the 150.00 TWD price screens above the 85.58 TWD fair value. Dashed = 300-day average. As of Aug 27, 2026.
Analysis
Vanguard International Semiconductor (5347) currently trades at 150.00 TWD, while our model-based Fair Value estimate is 85.58 TWD, implying the stock looks roughly 75.3% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Technology sector. Bull case: the Growth Earnings group reads highest at a median of 85.58 TWD per share, and 1 of the 16 models we run sit above the 150.00 TWD price. Bear case: the Asset-Based group reads lowest at 22.78 TWD, and 15 of the 16 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Vanguard International Semiconductor generated revenue of 49.2B TWD at a net margin of 15.7%. Revenue grew 4.9% year over year. It earns a return on equity of 9.0%. The balance sheet holds a net cash position of 7.3B TWD. Fundamentals as of Aug 27, 2026
Our scenario range runs from 59.91 TWD (bear case) to 111.25 TWD (bull case); at 150.00 TWD, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 78% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −59% fair-value upside, at −43%, 5347 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 16 models by family
Widest divergence: Growth Earnings (85.58 TWD) versus Asset-Based (22.78 TWD). Highest evidence: EPV (74).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 46 · Market factors (momentum, volatility) 54
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Vanguard International Semiconductor Corporation, together with its subsidiaries, engages in manufacturing, selling, packaging, testing, and computer-aided design of integrated circuits and other semiconductor devices in Taiwan and internationally.
Full company description
Vanguard International Semiconductor Corporation, together with its subsidiaries, engages in manufacturing, selling, packaging, testing, and computer-aided design of integrated circuits and other semiconductor devices in Taiwan and internationally. The company offers various foundry process technologies, including high voltage, ultra-high voltage, bipolar CMOS DMOS, silicon on insulator, discrete, sensors, micro electro mechanical system, and embedded flash, as well as manufactures and sells masks. It also offers multiple project wafer services; mask services comprising frame generation, mask making, tape out/itapeout, and mask repairing; backend services, including front-side metallization, back side grinding and metallization, chip probe, GaN back end, WLCSP and RDL, and backend solutions; and automotive services, as well as provides intelligent manufacturing and management services. Vanguard International Semiconductor Corporation was incorporated in 1994 and is headquartered in Hsinchu City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Vanguard International Semiconductor reported revenue of 48.6B TWD in FY2025 versus 44.0B TWD in FY2021, a compound +2.5%/yr. Reported net income was 7.9B TWD in FY2025, compounding −9.6%/yr from FY2021.
of which total revenue +8.9 % · buybacks/dilution −0.4 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
5347 screens 75% overvalued. Compare with NVIDIA Corporation →
Peer Group
Semiconductors · 325 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Semiconductors median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| NVIDIA Corporation NVDA | $227.98 | $98.98 | −57% |
| Taiwan Semiconductor Manufacturing Company TSM | $427.30 | $296.10 | −31% |
| Broadcom Inc AVGO | $357.90 | $118.27 | −67% |
| SK hynix Inc 000660 | 1,647,000 KRW | 1,481,291 KRW | −10% |
| Micron Technology, Inc MU | $932.86 | $148.38 | −84% |
| Advanced Micro Devices, Inc AMD | $477.57 | $55.02 | −88% |
| Intel Corporation INTC | $95.80 | $35.41 | −63% |
| Texas Instruments Incorporated TXN | $266.54 | $78.54 | −71% |
| QUALCOMM Incorporated QCOM | $164.78 | $147.20 | −11% |
| MediaTek Inc 2454 | 3,845 TWD | 1,559 TWD | −59% |
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