企業プロフィール · Technology

Advanced Micro Fabrication Inc

688012 · 上海
取引所
上海
国 / 地域
China
従業員数
2,963
公式サイト
www.amec-inc.com
現在値
¥399.77
リアルタイム · 2026年7月27日
妥当買付価格
≤ ¥150
安全マージンの起点
ベイリー成長スコア
48/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 ¥399.77 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 ¥25–¥90 / 妥当 ¥130–¥210 / 楽観的 ¥240–¥300。¥399.77 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 ¥265.47(2026年6月9日)

時価総額元 3721.22億
売上高(TTM)元 131.26億
EBITDA元 17.31億
純利益率20.79%
ROE12.03%
PER (TTM)133.51
予想PER60.98
EPS元 2.91
配当利回り0.06%
52週レンジ元 187.20 – 元 533.33

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Advanced Micro-Fabrication Equipment Inc. China engages in the research and development, manufacture, and sale of high-end semiconductor equipment and related semiconductor equipment in China, Taiwan, and internationally. The company offers etch products, including Primo D-RIE, Primo AD-RIE, Primo SSC AD-RIE, Primo iDEA, Primo HD-RIE, Primo TSV, Primo Nanova, Primo Twin-Star, and Primo UD-RIE; and MOCVD products, such as Prismo D-BLUE, Prismo A7, Prismo HiT3, and Prismo UniMax. It also provides Preforma Uniflex CW system, a CVD metal-tungsten deposition equipment; and Volatile Organic Compounds (VOC) air purifier for industrial use. Advanced Micro-Fabrication Equipment Inc. China was founded in 2004 and is headquartered in Shanghai, the People's Republic of China.

沿革

Advanced Micro Fabrication Inc (AMEC) was founded in 2004 and is headquartered in Shanghai, China. It began with high-end plasma etch equipment and later expanded into thin-film deposition (LPCVD/ALD), MOCVD and related semiconductor equipment. Revenue grew from about 1.947 billion CNY in 2019 to about 12.385 billion CNY in 2025, with net profit attributable to shareholders rising from about 189 million to about 2.111 billion CNY. By the end of 2025, more than 7,800 reaction chambers were in mass production on over 170 customer production lines, with cumulative etch tool shipments exceeding 6,800 units.

業界での地位

AMEC is a leading Chinese high-end semiconductor equipment company, with plasma etch as its strongest product line; 2025 etch equipment sales were about 9.832 billion CNY, up about 35.12% year on year. Its closest domestic comparable is NAURA, whose product range spans etch, deposition, thermal processing, wet and ion implantation, giving it a broader platform; ACM Research Shanghai is another peer. The company sells mainly through direct sales and has high customer concentration, with the top five customers accounting for about 75.00% of 2025 sales versus about 70.22% in 2024. R&D spending reached about 3.744 billion CNY in 2025, around 30.23% of revenue.

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