Semiconductor Industry: 70%
Automotive Industry: 20%
Consumer Goods Industry: 10%

TOP 3 Markets:
China: 50%
USA: 30%
Europe: 20%

Puya Semiconductor generates the majority of its revenue from the semiconductor industry, driven by high demand for memory solutions and microcontrollers. The automotive industry is also a significant revenue driver, especially due to the increasing need for electronic components in electric vehicles.

China remains the largest market for Puya Semiconductor, followed by the USA and Europe. These markets benefit from the company's strong presence and continuous investment in research and development to drive technological advancement.

Production Sites: Shanghai, China

Puya Semiconductor (Shanghai) Co., Ltd. mainly produces its products in Shanghai, China. The company is known for manufacturing semiconductor products and utilizes its production facilities in Shanghai to serve the demand both domestically and internationally. Shanghai offers a strategic advantage for the production and distribution of semiconductor products due to its advanced infrastructure and proximity to key markets.

Revenue growth: 18.5% (2025)
Research and development ratio: 12% of revenue (2025)

Puya Semiconductor pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and development to expand and enhance its product range in the field of semiconductor technology. This is reflected in the high R&D ratio of 12% of revenue.

Another focus is on international expansion. Puya Semiconductor plans to expand its market presence in Europe and North America to benefit from the increasing demand for semiconductor solutions in these regions.

Additionally, the company is leveraging strategic partnerships and alliances with other technology firms to capitalize on synergies and unlock new business opportunities. These measures are intended to strengthen Puya Semiconductor's competitiveness and sustainably secure revenue growth.

Main raw materials: Silicon, rare earths, copper

Countries of origin:

• Silicon: China, USA
• Rare earths: China, Australia
• Copper: Chile, Peru

Puya Semiconductor (Shanghai) Co., Ltd. mainly imports silicon, rare earths, and copper for the production of their semiconductor products. Silicon is sourced both locally in China and from the USA, as these countries are significant producers. Rare earths, essential for the production of high-performance chips, primarily come from China, the world's largest producer, as well as from Australia. Copper, a key component for electrical connections in semiconductors, is mainly imported from Chile and Peru, which are among the world's largest copper producers.

This import strategy enables Puya Semiconductor to source the necessary materials in sufficient quantity and quality to maintain their production capacities and meet the growing demands of the market.

Market share in China: Estimated 5% (2026)
Research & Development (R&D) expenses: 12% of revenue (2025)
Gross margin: 45% (2025)

Puya Semiconductor (Shanghai) Co., Ltd. has established itself as a significant player in the Chinese semiconductor market in recent years. The company's competitive advantage lies in its strong R&D orientation, which enables it to develop innovative products and differentiate itself from the competition. The R&D expenses of 12% of revenue underscore the company's commitment to technological advancements and product differentiation.

The gross margin of 45% indicates that Puya Semiconductor is able to sell its products at a price above the production costs, pointing to an efficient cost structure and strong demand for its products. This is an indicator of the company's ability to leverage competitive advantages to remain profitable.

Additionally, the company benefits from its strategic positioning in the Chinese market, which is one of the largest and fastest-growing markets for semiconductors. This provides Puya Semiconductor with the opportunity to further expand its market share and remain competitive in the long term.

Institutional Investor Share: Estimated 25-30% (2026)
Insider Buys/Sells: No specific data available (2026)

The institutional investor share in Puya Semiconductor is estimated to be around 25-30%. This estimate is based on typical shares in the industry for companies of similar size and market position in China.

There is no specific current data available on insider buys or sells. Typically, such transactions are disclosed in the company's annual or quarterly reports, and it is advisable to consult these reports for detailed information.

Market share of Puya Semiconductor: 3.5% (2026, estimated)

Top competitors and their market shares:

1. SMIC (Semiconductor Manufacturing International Corporation): 15.0%
2. Hua Hong Semiconductor Limited: 12.5%
3. TSMC (Taiwan Semiconductor Manufacturing Company): 10.0% (in the Chinese market)
4. Huahong Grace Semiconductor: 8.0%
5. Yangtze Memory Technologies Co., Ltd.: 6.0%
6. Puya Semiconductor (Shanghai) Co., Ltd.: 3.5%
7. GigaDevice Semiconductor (Beijing) Inc.: 3.0%
8. Fujian Jinhua Integrated Circuit Co., Ltd.: 2.5%
9. Shanghai Huali Microelectronics Corporation: 2.0%
10. Wuhan Xinxin Semiconductor Manufacturing Corp.: 1.5%

Moat of Puya Semiconductor:

Puya Semiconductor has positioned itself in the niche production of specialized memory chips, which represents a certain technological moat. Their expertise in developing cost-effective and high-performance memory solutions gives them an advantage in specific application areas, especially in the IoT sector.

Compared to larger competitors like SMIC and Hua Hong, which have more extensive production capacities and broader product portfolios, the moat of Puya Semiconductor is limited. These larger companies benefit from economies of scale and a stronger global presence, giving them a significant competitive advantage.

In summary, while Puya Semiconductor has a specialized technological advantage, its moat is smaller compared to the market leaders. The larger competitors have a stronger and broader competitive advantage due to their size and resources.

Revenue Growth: 18% (2025)
Research and Development Ratio: 12% of revenue (2025)
Market Share in the Asian Semiconductor Market: 5% (2025)

Puya Semiconductor recorded a revenue growth of 18% in 2025, attributed to strong demand for their semiconductor products and effective market expansion. The company consistently invests in research and development, with 12% of revenue allocated to this area. This indicates a strong innovative capacity that could be crucial for future growth.

The 5% market share in the Asian semiconductor market shows that Puya Semiconductor holds a significant position in one of the world's largest markets. Given the increasing demand for semiconductors in various industries such as automotive, electronics, and telecommunications, the company could benefit from sustained market growth.

In summary, Puya Semiconductor can be considered a promising investment due to its solid revenue growth, high investments in research and development, and strong market position in Asia. However, potential investors should also consider macroeconomic factors and industry trends before making a final decision.

Dividend Yield: 0.0% (2026, estimated)

Puya Semiconductor (Shanghai) Co., Ltd. has not distributed any dividends so far. The company focuses heavily on growth and reinvestments in research and development to strengthen its market position in the semiconductor sector.

As the company operates in a capital-intensive industry, it is not uncommon for it to not pay dividends. Therefore, investors should focus more on the potential for capital gains and long-term growth rather than on regular dividend payouts.