알에프세미

096610KOSDAQ반도체 제조업

53.8 / 100

Reference Date: 2026-06-10

Financial Score15.0 / 40

News Sentiment18.8 / 25

Momentum10.0 / 20

Disclosure10.0 / 15

AI Analysis: PER is significantly undervalued vs. peers but ROE is below the industry average. Roughly flat over the past month, and news sentiment is negative.

Company InformationBased on 2025 Annual Report

Business Overview

ALF Semiconductor operates in the semiconductor component sector, producing ECM chips, MEMS microphones, and TVS semiconductors, as well as an LED lighting division. The company is expanding into a 6-inch wafer foundry business, leveraging its competitive edge in specialized applications requiring 6-inch wafers. MEMS microphones are key drivers in smartphones and IoT devices, while TVS semiconductors are evolving toward smaller and more powerful variants to maintain market competitiveness.

Number of Employees

93people

Average Salary

39.6M KRW

Score Calculation Basis

Detailed Financial Score

PER

30.26Industry Average 33.105.0Point

In line with industry avg

PBR

3.58Industry Average 2.131.0Point

1.7x industry avg (risky)

ROE

12.91Industry Average -3.923.5Point

Well below industry avg

Debt Ratio

17.06Industry Average 14.752.0Point

Higher than industry avg (caution)

Trend 2023~20253.5 / 10 points

Revenue Growth Rate

0.5 / 3

Avg ▼4.8% (2-year basis)

Operating Profit Growth Rate

3.0 / 3

Avg ▲126.5% (2-year basis)

ROE Trend

0.0 / 4

Avg ROE -67.7% (improving, 3yr)

Detailed News Sentiment

4 totalPositive 0Neutral 0Negative 4Average Sentiment Score 75

Negative
알에프세미 "반재용 대표 구속 수사 중"
알에프세미의 대표이사 구속 수사로 인해 기업 신뢰도 하락 및 불확실성이 증가.
Negative
‘이차전지 테마주 주가조작’ 알에프세미 전현직 대표 구속
알에프세미의 전·현직 대표 구속으로 인해 주가조작 혐의가 확인되어 부정적 영향이 예상됨.
Negative
허위공시로 주가조작 혐의 기재부 차관보 출신 기업인 구속 기로
알에프세미 주가 조작 혐의로 대표 구속 위기로 인해 부정적 영향 예상.

Detailed Momentum

52-week position4.0Point

52w mid range (50%)

Current 2,965Won52-week high 2,96552-week low 2,965

1-month return3.0Point

1m 0% (flat)

Volume trend3.0Point

Volume flat

Detailed Disclosure

1 totalPositive 0Neutral 1Negative 0

Neutral투자판단관련주요경영사항 (대표이사 구속 관련)2026-05-26