Added to YB: 2026-06-22
Pitch date: 2026-06-18
TRT [bullish]
Trio-Tech International
Author Info
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Company Info
Trio-Tech International, together with its subsidiaries, offers manufacturing, testing, and distribution services to the semiconductor industry in the United States, Singapore, Malaysia, Thailand, and China.
Market Cap
$160.1M
Pitch Price
N/A
Price Target
32.00 (+154%)
Dividend
N/A
EV/EBITDA
39.60
P/E
461.93
EV/Sales
2.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Every AI Chip Has to Survive the Oven First - $TRT
TRT: AI/auto chip burn-in specialist. FY Q3'26 rev $16.5M (+124% YoY), 9mo $47.7M (+85%), accelerating. Runs final test for leading AI chipmaker; auto + likely Micron Penang legs. Trades 2x sales vs comp Aehr 75x (unprofitable). Catch: GM fell 25%→16%, near breakeven; recovery=thesis. Insider owns 17%, no coverage, net cash, illiquid 10M float. Base case ~2x.
Read full article (12 min)