매크로 컨텍스트

테마

AEC & LPO Silicon (Transitional)

핵심 동인

  • Explosive 224G SerDes IP demand
  • UALink/UCIe standards participation
  • Cu-Wave/O-Wave/Co-Wave DSP portfolio
  • TSMC 2nm advanced process collaboration

리스크

  • Marvell/Broadcom competition
  • IP licensing business volatility
  • UK listing liquidity constraints
  • Custom silicon order dependence

애널리스트 컨센서스

최저 80 GBp최고 220 GBp
현재가컨센서스 목표가

2026. 6. 16. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • SerDes IP licensing revenue
  • Custom silicon orders
  • 224G/UCIe design wins
  • TSMC collaboration progress

리뷰 트리거

  • Key IP license renewal failure
  • Custom silicon orders decline
  • Competitor technology overtake

무효화 조건

  • SerDes IP market share decline
  • Custom silicon business weakness
  • Financial deterioration

Related ETFs

ETFs covering the same theme as AWE.L — alternatives when direct holding is constrained or diversification is preferred

All ETFs

Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 6. 16.