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Home/Stocks/4958.TW
TWSE · Taiwan · Electronic Components

4958.TW Zhen Ding Technology

PCBs and substrates

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
NT$486.0
−6.54% today
1W
−14.3%
1M
−2.5%
3M
+20.1%
YTD
+244.6%
1Y
+223.0%
Off 52w high
−24.8%
Next earnings (est.): 2026-11-09
Market capNT$539B≈ $16.52B
P/E (trailing)58.6Forward 18.5
EV / sales3.0×EV/EBITDA 16.1×
Revenue (TTM)NT$193BGrowth 26.8% y/y
Margins22.4%gross · op 7.8%
Free cash flow-NT$33.19BCash NT$97.10B · debt NT$71.78B
Analyst targetNT$714.6+47.0% upside · 10 analysts · strong buy
Riskβ 1.56Short — of float · yield 0.66%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

4958.TW · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-11EarningsMiss / cut

    Reported EPS 2.19 vs 2.19 expected (-0.1% surprise).

  2. 7
    2026-03-12EarningsMiss / cut

    Reported EPS 3.12 vs 4.14 expected (-24.6% surprise).

  3. 6
    2025-11-11EarningsMiss / cut

    Reported EPS 2.34 vs 3.7 expected (-36.7% surprise).

  4. 5
    2025-08-12EarningsBeat / raise

    Reported EPS 0.63 vs 0.35 expected (+79.0% surprise).

  5. 4
    2025-05-13EarningsMiss / cut

    Reported EPS 0.66 vs 0.97 expected (-32.0% surprise).

  6. 3
    2025-03-11EarningsBeat / raise

    Reported EPS 4.59 vs 4.33 expected (+6.0% surprise).

  7. 2
    2024-11-08EarningsBeat / raise

    Reported EPS 3.52 vs 2.67 expected (+32.0% surprise).

  8. 1
    2024-08-13EarningsBeat / raise

    Reported EPS 0.51 vs 0.4 expected (+29.0% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-112.192.19−0.1%
2026-03-124.143.12−24.6%
2025-11-113.72.34−36.7%
2025-08-120.350.63+79.0%
2025-05-130.970.66−32.0%
2025-03-114.334.59+6.0%
2024-11-082.673.52+32.0%
2024-08-130.40.51+29.0%
2024-05-100.821.03+25.4%
2024-03-124.233.71−12.3%
2023-11-062.652.4−9.4%
2023-08-090.69-0.09−113.0%
2023-05-101.270.53−58.3%
2023-03-135.034.98−1.0%
2022-11-043.664.87+33.2%
2022-08-081.492.6+74.1%
2022-05-111.141.87+63.4%
2022-03-164.594.78+4.0%
2021-11-113.03.04+1.4%
2021-08-290.90.79−12.3%
2021-05-061.610.98−39.3%
2021-03-295.314.52−14.8%
2020-11-122.561.72−32.8%
2020-08-111.431.41−1.3%

About Zhen Ding Technology

Website ↗

Zhen Ding Technology Holding Limited, together with its subsidiaries, engages in the design, development, manufacture, and sale of printed circuit boards (PCB) products in the United States, Mainland China, Taiwan, Singapore, and internationally. The company offers flexible circuit boards, substrate-like PCBs, high-density interconnect PCBs, rigid printed circuit boards, IC substrates, rigid-flex PCBs, and modules. Its products are used in various applications, including mobile phones, computers, wearables, AR/VR, smart home, other consumer, data center, base station, networking, automotive, and robot and industrial. The company was formerly known as Foxconn Advanced Technology Limited and changed its name to Zhen Ding Technology Holding Limited in June 2011. Zhen Ding Technology Holding Limited was founded in 1995 and is based in Grand Cayman, the Cayman Islands.

Cayman Islands

AI accelerator boards and switch trays need high-layer, low-loss PCBs and copper-clad laminate. Few makers qualify, and layer counts rise every generation.

Glass fabric + copper foil→Laminate (CCL)→PCB→Board

What would prove us wrong. Weakens if PCB makers add high-layer capacity faster than AI board volumes grow.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
2368.TW
Gold Circuit Electronics
High-layer PCBs for AI servers and switches NT$1,020.0−8.52%−8.9%+49.5%
2383.TW
Elite Material
Low-loss copper-clad laminate for AI boards NT$4,675.0−6.69%−5.0%+185.5%
6274.TWO
Taiwan Union Technology
High-speed copper-clad laminate NT$1,265.0−8.99%−14.8%+158.1%
TTMI
TTM Technologies
Advanced PCBs for data centers and defence $82.94−5.35%−34.4%+20.2%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.