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2441

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

strong quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 超豐 to your watchlist to track signal changes on your next visit.
Valuation 43Quality 76Growth 65Momentum 84Chips 18

Is 超豐 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~83% of the market. Latest quarterly ROE ≈ 3.2%.

  • Valuation is neutral.PE is in the 58th market percentile; within its own history, PE is around the 100th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -3.0% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 20.9%, 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

Bearish -0.51
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 中國信託-文心 holds 3,017 lots
  • sellers have 3,439 lots left, ~42 sessions to clear

Window from 2026-01-17 · Price +24% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 中國信託-文心 has accumulated 3,017 lots since the start (sold 0%), holding.
  • Main distributor 港商野村 peaked at 5,457 lots, has sold 59%, 2,220 left, ~28 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -5.22pp, mid holders -21, retail +7.27pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -19,725 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
中國信託-文心國泰-敦南台新-新營元大-花蓮富邦-台中台新-台北
Distributing
港商野村凱基-台北國泰證券富邦-嘉義元大-中壢美好-市政
Desks
own scale
台灣摩根士丹利群益金鼎新加坡商瑞銀永豐金證券
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 中國信託-文心 +3,017
    sold 0%
  • 國泰-敦南 +1,252
    sold 0%· still adding
  • 台新-新營 +769
    sold 0%
  • 元大-花蓮 +594
    sold 0%
  • 富邦-台中 +400
    sold 10%· still adding
  • 台新-台北 +389
    sold 0%

Distributing

  • 港商野村 2,220 left
    sold 59%· ~28 sessions to clear
  • 凱基-台北 581 left
    sold 85%· ~42 sessions to clear
  • 國泰證券 469 left
    sold 66%· paused recently
  • 富邦-嘉義 80 left
    sold 89%· paused recently
  • 元大-中壢 429 left
    sold 38%· paused recently
  • 美好-市政 60 left
    sold 89%· paused recently

Desks

  • 台灣摩根士丹利 -6,381
    hedge desk · will cover
  • 群益金鼎 -6,143
    unclassified
  • 新加坡商瑞銀 -5,920
    hedge desk · will cover
  • 永豐金證券 -5,611
    unclassified
Still selling 3,439 lots ~42 sessions to bottom at most
Recent buy/sell force +2,692 absorbed / -1,714 sold buyers slightly ahead
Hedge-desk net short -19,665 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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 20.91%

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

54 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 68.3%, Sample 41, Median +1.43%, Excess +0.69%, Beat mkt rate 43.9%；60-day: Win 68.3%, Sample 41, Median +4.01%, Excess +0.59%, Beat mkt rate 46.3%；120-day: Win 67.5%, Sample 40, Median +6.07%, Excess +0.37%, Beat mkt rate 50%

120 days after: historical avg +8.28%

20-day +2.78%
60-day +6.51%
120-day +8.28%
20-day
60-day
120-day
Win
68.3%
68.3%
67.5%
Sample
41
41
40
Median
+1.43%
+4.01%
+6.07%
Excess
+0.69%
+0.59%
+0.37%
Beat mkt rate
43.9%
46.3%
50%

Over 40 occurrences, 120-day forward avg gained 8.28%, beat the market by 0.37 pts; win rate 67.5%.

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)
0-20 444+16.2% +20% 77.5% +1.6%
20-40 485+15.8% +14.6% 68% +9.2%
40-60 446+32.1% +38.8% 80.3% +16.4%
60-80 756+25.4% +25.6% 74.3% +5%
80-100 You are here896+13.2% +8.9% 69.6% -6.5%

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 ≈ 27.09, at the 99.7th percentile of its own history (80-100 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
+4.9%
Win rate 77.1% Excess +0.8%
249d
+14.3%
Win rate 88% Excess +7.7%
608d
Now
+13.3%
Win rate 71.8% Excess +1.2%
1321d
60-day momentum down
+1.1%
Win rate 52.4% Excess -0.6%
477d
+14.5%
Win rate 70.3% Excess +1.2%
239d
+2.3%
Win rate 49.8% Excess -3.6%
253d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1321 historical days, 120-day forward avg gained 13.3%, win rate 71.8%, beat the market by 1.2%.

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.

46 times historically; 60-day forward avg +1.79%, win rate 53.3%, beating the market by +0.48 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.

67 times historically; 60-day forward avg +3.69%, win rate 67.2%, beating the market by +0.29 pts on average.

What does 超豐 do? Company profile

半導體業；IC封裝與測試代工（OSAT） 台灣證券交易所上市

Overview

2441 對應之證券為台灣證券交易所上市普通股，中文簡稱「超豐」，公司全名為超豐電子股份有限公司。公司創立於1983年3月7日，前身為合德積體電路有限公司，1995年增加積體電路封裝與測試服務並更名為超豐電子；2000年10月26日上市。總部與主要廠區位於苗栗縣竹南鎮公義路136號，另有竹南、頭份相關廠區。董事長為謝永達，總經理為紀有章，發言人為財務長林美玲。實收資本額約新台幣56.88459210億元，已發行普通股568,845,921股。2025年年報揭露2025年底員工合計4,631人，2026年3月31日為4,292人。主要股東與控制關係方面，力成科技股份有限公司為最大股東及母公司，持有約244,064,379股、約42.91%；力成沿革資料亦揭露其於2012年正式入主超豐，並持有超豐約44%股權。公司2025年現金股利為每股3.00元，2024年亦為每股3.00元。

Business

超豐為半導體後段封裝與測試代工廠，商業模式以承接IC設計公司、IDM及其他半導體客戶之封裝、晶圓測試、成品測試與Turnkey整合服務為主，收入本質為加工與代工服務費。2025年營收淨額約新台幣167.64213億元，其中封裝收入140.48705億元、占83.80%，測試收入27.15508億元、占16.20%。主要封裝產品包括傳統導線架封裝P-DIP、TO、SOT、SO、SSOP、TSSOP、QFP/LQFP、TQFP，QFN，Bumping，多晶片Stack die與side-by-side，BGA/LGA，RDL，WLCSP，Flip Chip CSP、Flip Chip QFN、SOP、SOT，MIS，以及SiP、FC-CSP等；測試服務分為晶圓測試與成品測試。終端應用涵蓋電腦、網路、通訊、消費性電子、筆電、平板、智慧手機、功能型手機、穿戴裝置、智慧家電、機上盒、車用電子、工控電子、數位相機、遊戲機、物聯網、資料中心等。2025年客戶區域結構以台灣IC設計業為主，約占60.11%，外銷約39.89%，其中亞洲約16.94%、美洲約13.23%、歐洲約9.71%、非洲約0.01%；公司未在年報揭露單一主要銷貨客戶名稱，且2024、2025年度無任一客戶銷貨占比超過10%。競爭利基包括既有導線架封裝量產規模、封裝加晶圓測試與成品測試的Turnkey服務、鄰近新竹科學園區的地理位置、供應商與採購規模、以及母公司力成集團資源。

Outlook 2025–2028

2025年超豐受AI資料中心、高效能運算、記憶體需求及部分客戶提前備貨帶動，全年合併營收約新台幣167.64億元、年增10.2%；但原物料、電費等製造成本上升與新台幣升值壓力，使2025年稅後淨利約24.5億元、EPS約4.31元，較2024年小幅下滑。2026年公司年報與法說資料的基調為AI、HPC、記憶體、PMIC、MCU、家電、醫療與PC周邊需求升溫，台灣封測業產值仍預期成長；公司預期2026年成長大致維持個位數百分比至低雙位數，並受益於AI應用外溢、漲價及訂單外溢效應。中期2025至2028年主要成長動能包括：一、持續擴充Flip Chip、FCCSP、SiP、FC Exposed Die、高散熱封裝、WLCSP、Bumping、多晶片與Hybrid封裝能力；二、深化封裝、測試、切割、捲帶包裝的一站式Turnkey模式；三、AI、HPC、車用電子、工控、資料中心與高可靠度IC帶動高腳數、小型化、高散熱、高整合封裝需求；四、2025年董事會通過向BESI Singapore採購逾新台幣5億元先進封裝設備，有助擴充高階Flip Chip及SiP產能；五、力成集團資源可能帶來客戶、技術、採購與產能協同。主要風險與挑戰包括：成熟封裝價格競爭激烈，日月光、力成、京元電、矽格、南茂及中國長電、華天、通富微電、Unisem等競爭者壓力；金線、銅線、銀膠、導線架、封裝樹脂及電力成本波動；新台幣匯率升值壓縮外銷毛利；AI需求若降溫或庫存修正將影響產能利用率；高階封裝設備投資與量產良率爬坡具有執行風險；地緣政治、關稅、客戶外移與供應鏈重組也可能改變接單結構。2027至2028年的具體財務預估公司未公開揭露，本段關於中期延伸趨勢屬依公司研發計畫與產業需求推估。

Supply Chain

Upstream
  • 長華電材股份有限公司 8070 年報列為導線架、封裝樹脂與銀膠等主要供應來源之一；為台灣上市櫃公司，股票代號8070。
  • 復盛精密工業股份有限公司 年報列為導線架供應來源之一；屬復盛集團相關公司，未確認為台股掛牌公司，故stock_id填null。
  • 台灣三民高科技股份有限公司 年報列為導線架供應來源之一；未確認為台股掛牌公司，故stock_id填null。
  • Shinko Electric Industries Co., Ltd. 年報列為日本導線架供應來源之一；非台股掛牌公司。
  • Advanced Assembly Materials International Ltd. 年報列為中國、馬來西亞導線架供應來源之一；非台股掛牌公司。
  • TANAKA 年報列為金線、銅合金線等供應來源之一，供應地含新加坡、台灣；非台股掛牌公司。
  • MK 年報列為金線與銅合金線供應來源之一，供應地為韓國；非台股掛牌公司。
  • Nippon Micrometal Corporation Philippines 年報列為銅合金線供應來源之一，供應地為菲律賓；非台股掛牌公司。
  • Henkel 年報列為銀膠供應來源之一，供應地含美國、韓國；非台股掛牌公司。
  • Resonac 年報列為銀膠供應來源之一，供應地為日本；非台股掛牌公司。
Downstream
  • 台灣IC設計客戶群 2025年超豐封測代工主要客戶以台灣IC設計業為主，約占60.11%；公司未揭露單一客戶名稱，故以客戶群表示且stock_id填null。
  • 國際IDM客戶 公司年報說明積極導入國外IDM客戶；未揭露個別公司名稱，多為非台股掛牌或未確認掛牌，故stock_id填null。
  • 國際Fabless客戶 公司年報說明積極導入國外Fabless客戶；未揭露個別公司名稱，多為非台股掛牌或未確認掛牌，故stock_id填null。
  • AI、HPC、車用、工控與資料中心應用供應鏈 公司近年導入FC、CSP、SiP等產品並揭露應用於AI、HPC、車用與工控等領域；屬應用與客戶群描述，非單一台股掛牌公司。

Competitors

Sources（15）

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.