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Semilux International Ltd. is a technology company specializing in optical and 3D sensing solutions. The firm focuses on the development, manufacture, and sale of laser modules, semiconductor chips, and optical components used in advanced lighting and sensing systems. Its products support solid-state light source projectors, automotive laser headlights, adaptive driving beam (ADB) systems, and light detection and ranging (LiDAR) applications for intelligent vehicles and other mobility platforms. Through its subsidiaries, including Taiwan Color Optics, Semilux International Ltd. customizes, designs, and supplies high-precision optical components and integrated chips for industries such as autonomous driving, intelligent lighting, and unmanned aerial vehicles. The company works closely with clients to develop modules optimized for ease of integration into broader systems, emphasizing compliance with automotive-grade standards like AEC-Q100 and ISO 26262. Semilux International Ltd. was founded in 2023 and is headquartered in George Town, Cayman Islands, with key operations and engineering presence in Taiwan’s major science parks, leveraging the region’s established semiconductor supply chain.
$0.04
$0.00 (-4.56%)
Price from 9 days ago
The business is unprofitable at the operating level (-134.34% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue up 266.1% YoY with margins expanding 94.4pp.
ROIC dropped from -12.36% to -40.09%, capital efficiency is deteriorating. Negative free cash flow of -TWD 19M. The business is consuming cash, not generating it.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
TWD 120M
▲ +266.1% YoY
Net Income (TTM)
-TWD 152M
▼ -141.1% YoY
Op. Margin
-134.34%
▲ +94.4pp YoY
ROIC
-40.09%
▼ -27.7pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-TWD 19M
▲ +69.4% YoY
Op. Cash Flow (TTM)
TWD 2M
▲ +104.7% YoY
Net Debt
TWD 42M
Cash & Equiv.
TWD 118M
3Y CAGR: -1.6%
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Semilux International (SELX)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Semilux International scores 0/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full . This is analysis, not investment advice.
Semilux International scores 0 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a -134.3% operating margin and a -40.1% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. you should weigh SELX's valuation and scores 0/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.