
What smart money is saying about Alchip Technologies
3 funds in our archive have pitched Alchip Technologies — most recently Antipodes Global Fund in June 2026.
Alchip Technologies, Limited, together with its subsidiaries, engages in the research, design, development, and manufacturing of application specific integrated circuits and system on a chip in the United States, China, Japan, Taiwan, and internationally. It offers ASIC design services, including SoC frontend design, physical backend design, and design for testability, as well as low power, high performance, and advanced package solutions; production services, such as advanced packaging, advanced testing, and product engineering services, as well as quality assurance and policy; and IP services comprising IP integration and verification. The company is also involved in general investment activities; provision of product technical support and consultation services; and software development and services. Its products are used in AI, HPC/supercomputer, mobile phones, entertainment device, networking equipment, and electronic product sectors. The company was founded in 1992 and is headquartered in Taipei, Taiwan.
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Fund coverage · 3 theses
- Antipodes Global FundJune 2026
Alchip Technologies offers leading-edge custom AI chip design exposure, deep hyperscaler relationships, and a strong position in advanced semiconductor architecture.
Read the full thesis - Antipodes Emerging Markets FundJune 2026
Alchip offers exposure to hyperscaler custom AI chip design at the leading edge of Taiwan’s semiconductor ecosystem.
Read the full thesis - Antipodes Global SMID Active ETFJune 2026
Alchip Technologies is a key production partner for Amazon’s Trainium chips, offering locked-in exposure to a cost-focused AI accelerator upcycle at a low valuation.
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