Skip to main content
Free trial

Ask AI to review this stock

Copy the prompt to get recent events, historical reactions, and a short research brief.

Tell your AI:

Help me set up FinLab and analyze 6799 來頡. Please read: https://finlab.finance/en/setup?stock=6799

No install, open FinLab Studio

6799

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

strong quality, fair valuation, no active signal today.

This page refreshes daily after the close. Add 來頡 to your watchlist to track signal changes on your next visit.
Valuation 47Quality 76Growth 39Momentum 51Chips 32

Is 來頡 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~84% of the market. Latest quarterly ROE ≈ 3.0%.

  • Valuation is neutral.PE is in the 54th market percentile; within its own history, PE is around the 38th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -0.8% of volume (net sell).

Chip flow

Neutral +0.04
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 永豐金-竹北 holds 398 lots
  • sellers have 134 lots left, ~170 sessions to clear

Window from 2026-01-17 · Price +4% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 永豐金-竹北 has accumulated 398 lots since the start (sold 14%), holding.
  • Main distributor 凱基-台北 peaked at 377 lots, has sold 41%, 221 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.01pp, mid holders -2, retail +2.50pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -534 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
永豐金-竹北兆豐-天母第一金-大稻埕彰銀元大-北投元大-彰化民生
Distributing
凱基-台北台灣摩根士丹利新加坡商瑞銀美林國票-南科元大-中和
Desks
own scale
元大-信義美商高盛國泰-館前華南永昌-彰化
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 永豐金-竹北 +398
    sold 14%
  • 兆豐-天母 +300
    sold 0%
  • 第一金-大稻埕 +171
    sold 8%
  • 彰銀 +137
    sold 0%
  • 元大-北投 +128
    sold 0%· still adding
  • 元大-彰化民生 +123
    sold 0%

Distributing

  • 凱基-台北 221 left
    sold 41%· paused recently
  • 台灣摩根士丹利 167 left
    sold 26%· paused recently
  • 新加坡商瑞銀 42 left
    sold 81%· paused recently
  • 美林 75 left
    sold 47%· paused recently
  • 國票-南科 44 left
    sold 31%· paused recently
  • 元大-中和 19 left
    sold 68%· paused recently

Desks

  • 元大-信義 -817
    unclassified
  • 美商高盛 -415
    hedge desk · will cover
  • 國泰-館前 -276
    unclassified
  • 華南永昌-彰化 -142
    unclassified
Still selling 134 lots ~170 sessions to bottom at most
Recent buy/sell force +626 absorbed / -75 sold buyers slightly ahead
Hedge-desk net short -453 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)

Mixed direction: big-holder and retail changes are not aligned.

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

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 0Insufficient data
20-40 You are here0Insufficient data
40-60 0Insufficient data
60-80 3Insufficient data
80-100 4Insufficient data

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 ≈ 25.04, at the 37.9th percentile of its own history (20-40 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
Insufficient data
(0d)
Now
Insufficient data
(0d)
Insufficient data
(1d)
60-day momentum down
Insufficient data
(0d)
+18.6%
Win rate 100% Excess -36.8%
34d
-6.4%
Win rate 21.7% Excess -40.8%
92d

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.

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).

31 times historically; 60-day forward avg -23.05%, win rate 0%, beating the market by -22.31 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.

13 times historically; 60-day forward avg -5.1%, win rate 41.7%, beating the market by -17.43 pts on average.

What does 來頡 do? Company profile

半導體業；無晶圓廠類比暨混合訊號電源管理IC設計 台灣證券交易所上市

Overview

6799 對應證券為來頡科技股份有限公司普通股，於台灣證券交易所上市。公司成立於2010年，總部位於台北市內湖區瑞光路358巷38弄36號9樓，統一編號53089904，上市日期為2022-05-12，主要經營業務為電源管理IC研發設計與銷售。公開資訊顯示實收資本額約新台幣4.365億元。2026-05-22董事全面改選後，董事長為愛普科技股份有限公司代表人林郁昕，總經理為吳仁猛；2026年2月公告吳仁猛接任總經理。主要股東方面，公司官網揭露資料日期2025-03-24之持股比例為陳燦榮9.90%、愛普科技9.28%、聯陽半導體2.19%、張芳燕1.77%、嘉源投資1.69%等；2026-05-22董事改選公告顯示愛普科技選任時持股4,987,000股、陳燦榮4,210,666股、山一投資834,000股。員工規模公開資料約100人，研發人員占比約56%，全球研發/銷售據點包含台灣、美國達拉斯、西安，以及歐洲、韓國、深圳、日本等銷售布局。

Business

來頡為Fabless IC設計公司，主要從事類比與混合訊號積體電路設計、測試、生產及行銷，專注高階電源管理IC。產品包括降壓DC-DC轉換器、升壓轉換器、升降壓轉換器、線性低壓差轉換器、負載開關、充放電管理IC、過電壓保護晶片等，訴求高效率、少電感、電壓穩定與低干擾。主要應用為Wi-Fi路由器/網通設備、Home Gateway、Cable Modem、GPON、USB Type-C、SSD、智慧家電、攜帶式儀器、工業監控與車用電子等。營收結構依2025年公開報導約為資訊通訊產品84%、消費性產品16%；較早年報揭露2022年前後資訊通訊類產品亦為主要來源。商業模式上，公司自行研發與銷售IC，晶圓製造、封裝與測試委外，銷售除部分直接銷售外，也透過IC零組件代理商銷售至終端客戶。公司年報指出前三大客戶銷售占比曾達高集中水準，且主要銷售對象多為長期合作IC零組件通路商，終端客戶為國內外大廠；客戶名稱多未公開揭露。

Outlook 2025–2028

2025至2028年主要成長動能來自網通規格升級、Wi-Fi 7滲透率提升、Wi-Fi 8主控晶片配套電源管理IC開發、Type-C與SSD用電源/保護IC需求，以及AI資料中心帶動高速網通、光通訊與高效率供電需求。公開報導指出來頡2025年產品應用聚焦WiFi、Type-C與SSD，2025年前二月營收年增，且Wi-Fi 7方案已通過美系與台灣相關業者認證；2025年第三季法說摘要顯示單季營收約新台幣2.37億元、年增7%、毛利率約47%，公司2026年聚焦新一代Wi-Fi 8主控晶片高效率、低干擾電源管理IC完整方案，並布局光通訊電源等新市場。中長期看，與愛普科技之策略合作可能有助於3D堆疊、先進封裝與HPC電源管理應用，但目前可量化營收貢獻尚未公開確認。主要風險包括：網通與消費電子景氣循環、客戶庫存調整、主要客戶/代理商集中、晶圓代工與封測產能及成本波動、美元匯率、Wi-Fi 7/8換機速度不如預期、電源管理IC競爭激烈、產品需經主晶片廠與終端客戶長期認證導入，以及中美科技管制與地緣政治風險。2027至2028年的具體財務目標或擴產數字未見公司公開明確揭露，因此僅能以產業趨勢與公司已揭露產品布局推估。

Supply Chain

Upstream
  • 台積電 2330 晶圓代工為Fabless IC設計公司的核心上游；公開第三方資料以台積電作為例示，來頡年報未具名揭露主要晶圓代工供應商，故此關係屬產業流程推估。
  • 日月光投控 3711 封裝測試為來頡委外生產流程的上游環節；公司公開資料確認封裝測試委外，但未具名揭露供應商，此列為台股封測代表廠商與可能供應鏈類型。
  • 京元電子 2449 IC測試為電源管理IC量產流程的上游服務；公司未公開具名揭露測試供應商，此列為台股測試服務代表廠商與可能供應鏈類型。
  • 愛普科技 6531 策略股東與技術合作夥伴；愛普以新台幣5億元取得來頡400萬股，雙方期望將3D堆疊先進封裝經驗推展至電源管理應用。
  • 聯陽半導體 3014 主要股東之一，持股約2.19%；亦屬IC設計產業關係企業，但非來頡公開揭露之供應商。
Downstream
  • 未揭露之IC零組件通路商 年報指出主要銷售對象多為長期合作IC零組件通路商，且前三大客戶占比曾高度集中；公司未公開具名。
  • 台灣多家網通Wi-Fi路由器廠商 第三方法說/產業整理指出網通客戶為台灣多家Wi-Fi路由器廠商，最終端多為電信營運商；具名客戶未公開。
  • 智邦科技 2345 台股網通設備代表廠商，屬來頡產品終端應用可能下游族群；未確認為來頡直接客戶。
  • 中磊電子 5388 台股寬頻與網通設備代表廠商，屬Wi-Fi、Home Gateway、Cable Modem等終端應用可能下游族群；未確認為來頡直接客戶。
  • 啟碁科技 6285 台股網通與無線通訊設備代表廠商，屬來頡Wi-Fi/網通電源管理IC可能終端應用族群；未確認為來頡直接客戶。
  • 合勤控股 3704 台股網通品牌與設備集團，屬來頡網通電源管理IC可能終端應用族群；未確認為來頡直接客戶。

Competitors

  • 茂達電子 6138 台股上櫃IC設計公司，產品含電源管理IC、馬達驅動IC等，為台灣電源管理IC同業。
  • 致新科技 8081 台股上櫃類比IC/電源管理IC設計公司，為筆電、顯示與消費電子電源管理IC同業。
  • 矽力*-KY 6415 台股上市電源管理IC設計公司，產品線廣、國際化程度高，為PMIC主要同業。
  • 力智電子 6719 台股上市電源管理IC設計公司，聚焦高效能運算、PC、顯示卡、伺服器等電源管理應用，為同業。
  • 立錡科技 台灣電源管理IC廠，已併入聯發科集團，非獨立台股掛牌公司。
  • Monolithic Power Systems 美國上市電源管理IC公司，為全球高階PMIC競爭者；非台股掛牌。
  • Texas Instruments 美國上市類比與電源管理IC大廠；非台股掛牌。
  • Analog Devices 美國上市類比IC與電源管理相關方案大廠；非台股掛牌。
Sources（16）

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.