SemiLEDs focuses on specialized LED solutions across general and niche industrial markets. The company has established a global distribution footprint and serves diverse end-markets ranging from lighting to medical/cosmetic applications. However, financial metrics indicate operational challenges, with negative EBITDA and a modest market capitalization limiting near-term growth prospects.
Cyborg Score Rationale
SemiLEDs operates in a competitive LED market with thin margins and struggles with profitability. The company's EBITDA is −2.17 M USD, and current EBITDA margin is −2.04%. Market capitalization stands at 16.76 M, having increased 19.57% over the last week, but this reflects a microcap positioned with significant operational headwinds.
Top Insights
Diversified product portfolio spanning general lighting, UV, medical/cosmetic, horticulture, and specialty industrial applications reduces dependence on single market
Global manufacturing and distribution presence across North America, Europe, and Asia provides geographic diversification
Negative EBITDA and unprofitable operations signal structural cost challenges or weak demand recovery
Microcap status (market cap ~$16.8M as of June 2026) limits access to capital and competitive positioning against larger semiconductor peers
Named Competitors
Wolfspeed — Wide bandgap semiconductor leader in GaN and SiC
Seoul Semiconductor — Korean LED chip and component manufacturer
Nichia — Japanese LED innovator with broad portfolio
Recent Developments
(January 2026) Regained NASDAQ compliance after stockholders' equity notice
(June 2026) Stock achieved 52-week volatility of 14.50% with recent monthly gains of 78.88%
Open the full interactive SemiLEDs Corporation report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.