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Elite Semiconductor Microelectronics Technology Inc. · TradingView
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2026-10-03 – 2026-10-09
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So... I think $ESMT has room to cook like masterchef Sandisk. Repeated price hikes, a 3X ASP hike is very material, and it makes ~$111M net income a month on a $2.8B market cap, ~2.1X annualized P/E.
Leading memory players are cutting older-generation allocations, so ESMT is the beneficiary of DDR3/DDR2 shortages; August revenue was ~$249M, up from ~$214M.