AltayCap on X
MegaChips trades at ¥11,250 versus ¥19,842 of after-tax SiTime stake and NCAV, with a capital-light operating business targeting ¥10 billion of FY2030 operating profit.
NASDAQ
SITIME Corp
SITM
2 articles
$19B Market cap · 2026-08-21
AltayCap on X
Megachips Corp 6875.T looking interesting given the +30% move on $SITM after earnings+forecast. Megachips owns more than its marketcap worth of SITM. (no debt, net cash). They've done some real buybacks recently too! Core biz is meh. Megachips is about ~¥140bn mcap.
