3105
穩懋
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
—
WIN Semiconductors
Customers
Competitors
Notes
World's largest pure-play GaAs foundry, with revenue closely tied to smartphone RF front-end demand from Skyworks, Qorvo and Broadcom. Diversifying into GaN for 5G infrastructure and Wi-Fi, plus VCSEL and SiC, to reduce dependence on the handset cycle. Note: ticker 3105 trades on Taiwan's TPEx, not KRX — this is a Taiwanese, not Korean, company.
WIN Semiconductors reported Q2 2026 revenue of NT$9.85B with net income of NT$1.35B, delivering basic EPS of NT$3.56. Operating income reached NT$1.17B (operating margin ~11.9%), while a sizable non-operating contribution of NT$547M lifted net income above the operating line. Results reflect steady compound semiconductor foundry demand, broadly in line with mid-cycle GaAs/RF sector trends.
WIN Semiconductors is filing on behalf of its material subsidiary, Chainwin Biotech and Agrotech (Cayman Islands) Co. Ltd., to disclose that the Chairman has formally designated the record date (基準日) for a planned capital increase at the subsidiary level. The record date determines shareholder eligibility for participation in the capital increase. Full procedural and financial details — including the size of the raise and subscription terms — are available in the body filing on MOPS.
WIN Semiconductors is filing this disclosure on behalf of its major China-based subsidiary, Jiangsu Wenying Agricultural Development Co., Ltd. (江蘇穩盈農業發展有限公司), reporting key resolutions passed at the subsidiary's Second Extraordinary General Meeting of Shareholders in 2026. The specific resolutions—which may include capital, governance, or operational changes at the Jiangsu entity—are not available from the subject line alone. Full body available on MOPS.
WIN Semiconductors is disclosing, on behalf of its material PRC subsidiary Jiangsu Quanwen Kangyuan Agricultural Development Co., Ltd., the key resolutions passed at that entity's second extraordinary general meeting of 2026. The convening of a second EGM within a single calendar year typically signals non-routine corporate actions — such as capital restructuring, asset disposals, or governance changes — requiring mid-year shareholder approval. Full body available on MOPS.
WIN Semiconductors reported August 2026 revenue of NT$1.94B (NT$1,937,397K), up 30.6% year-over-year and 2.4% month-over-month, marking a third consecutive month of robust double-digit YoY gains. The acceleration reflects sustained demand for compound semiconductor (GaAs/GaN) foundry capacity tied to smartphone RF front-end recovery and growing PA chip orders from data-center and AI infrastructure customers. Year-to-date cumulative revenue of NT$13.68B is running 33.0% ahead of the prior-year pace, confirming a broad upcycle rather than a one-month spike.
WIN Semiconductors has announced the ordering of facility engineering works, which typically relates to capital expenditure on fab infrastructure, clean-room systems, or plant utilities. Such announcements are required under TWSE material-information disclosure rules when procurement meets regulatory cost thresholds. Full body available on MOPS.
WIN Semiconductors is disclosing, on behalf of its material subsidiary Jiangsu Wenying Agricultural Development Co., Ltd. (a PRC-incorporated entity), that an Extraordinary General Meeting of Shareholders will be convened for the 2026 fiscal year. Investors may note that an agricultural-sector subsidiary is atypical for a compound semiconductor foundry, suggesting a legacy or diversified holding. Full body available on MOPS.
WIN Semiconductors is announcing, on behalf of its designated major subsidiary Jiangsu Quanwen Kangyuan Agricultural Development Co., Ltd. (a China-based entity), the convening of an extraordinary general meeting of shareholders for fiscal year 2026. The agenda and proposed resolutions are not available from the subject line alone; investors should consult the full MOPS filing for the meeting date, venue, and items to be voted on. Full body available on MOPS.
WIN Semiconductors is announcing on behalf of its material subsidiary, Jiangsu Wenying Agricultural Development Co., Ltd. (江蘇穩盈農業發展有限公司), that the subsidiary's board of directors has resolved to proceed with a cash capital increase and has set the corresponding record date for the transaction. The capital raise at a PRC-based subsidiary is material enough to trigger a TWSE disclosure obligation; investors should review the full filing on MOPS for the subscription amount, pricing, and use-of-proceeds details. Full body available on MOPS.
WIN Semiconductors is disclosing, on behalf of its material subsidiary Jiangsu Quanwen Kangyuan Agricultural Development Co., Ltd., that the subsidiary's board of directors has resolved to proceed with a cash capital increase and has fixed the corresponding record date. This matters to investors because a cash injection into a material subsidiary affects consolidated capital allocation and may signal planned expansion of that entity's operations. Full body available on MOPS.
WIN Semiconductors has been invited to attend the UBS Taiwan Summit 2026, an institutional investor conference organized by UBS Securities (Taiwan). Participation in sell-side summits typically gives management direct access to institutional investors and may influence near-term investor sentiment, but carries no standalone corporate action. Full body available on MOPS.
WIN Semiconductors (3105) has announced the placement of a purchase order for machinery and equipment, signaling a capital expenditure commitment that may indicate capacity expansion or technology investment at its compound semiconductor foundry operations. For a GaAs/III-V foundry serving RF, 5G, and satellite markets, equipment orders can be a leading indicator of management's demand outlook and production ramp plans. Full body available on MOPS.
WIN Semiconductors announced the resignation of one or more members from both its Audit Committee and Compensation Committee. Changes to these oversight bodies are material governance events, as the Audit Committee is responsible for financial reporting integrity and internal controls, while the Compensation Committee oversees executive remuneration. Full details, including the identities of the resigning members and effective dates, are available on MOPS.
WIN Semiconductors has announced that one of its independent directors has tendered a resignation. Independent director departures are material governance events as they affect board composition, committee quorums (audit, compensation, etc.), and the company's compliance with TWSE minimum independent-director requirements. Full body available on MOPS.
WIN Semiconductors (3105) reported July 2026 monthly revenue of NT$1.89B (NT$1,892,049 thousand), advancing 31.2% year-over-year and 7.0% month-over-month. The sustained double-digit YoY growth reflects robust demand for GaAs/GaN RF front-end modules tied to 5G smartphone ramps and expanding GaN power/satellite RF orders linked to AI infrastructure and LEO buildout. YTD cumulative revenue through July reached NT$11.74B, up 33.4% versus the same period in 2025, signaling broad-based cyclical recovery with incremental AI-driven upside.
WIN Semiconductors has filed a material information announcement disclosing fund lending or endorsement/guarantee activity pursuant to Article 25, Paragraph 1, Subparagraph 4 of Taiwan's Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies. This subparagraph triggers mandatory public disclosure when cumulative loan or guarantee balances reach specified thresholds relative to the company's net worth. Full details—including counterparty, amount, and purpose—are available only in the body filing on MOPS.
WIN Semiconductors' Board of Directors has resolved to make a donation to one or more related parties (affiliated persons or entities). Related-party transactions of this nature require board approval and TWSE disclosure under Taiwan's Corporate Governance Code and IAS 24, and investors should monitor the amount and recipient once the full filing is available. Full body available on MOPS.
WIN Semiconductors' Board of Directors has resolved to approve the company's consolidated financial statements for the second quarter of 2026 (April–June 2026). This is a mandatory regulatory disclosure under TWSE listing rules, confirming that the quarterly financials have cleared the formal board review process before public release. Full body available on MOPS.
WIN Semiconductors, acting on behalf of its material subsidiary Chainwin Biotech and Agrotech (Cayman Islands) Co., Ltd., announces that the subsidiary's board of directors has resolved to apply to a banking consortium for a syndicated credit facility. A syndicated credit arrangement pools committed credit lines from multiple banks, typically serving working-capital, capex, or refinancing purposes for the borrowing entity. Full body available on MOPS.
WIN Semiconductors (3105) reported Q1 2026 revenue of NT$4.59B with operating income of NT$431M (9.4% operating margin) and net income of NT$448.6M, yielding basic EPS of NT$1.26. Non-operating income of NT$100.8M provided a modest boost, lifting net margin to 9.8%. As a leading GaAs/GaN foundry, the results reflect ongoing demand from RF, wireless, and compound-semi end markets.
WIN Semiconductors has disclosed its self-calculated (preliminary, unaudited) consolidated profit and loss results for the second quarter of fiscal year 2026 (ROC Year 115, April–June 2026). These figures represent management's own internal computation ahead of any independent audit review, providing investors with an early read on quarterly financial performance. Full body available on MOPS.
WIN Semiconductors announces, on behalf of its key subsidiary Chainwin Biotech and Agrotech (Cayman Islands) Co. Ltd., that the capital reduction and the associated change-of-registration process have been formally completed. The completion of registration marks the legal finalization of the subsidiary's paid-in capital reduction, which may affect consolidated equity on WIN Semiconductors' balance sheet. Full body available on MOPS.
WIN Semiconductors (3105) reported June 2026 monthly revenue of NT$1.768B (NT$1,767,694 thousand), up 29.6% year-over-year and essentially flat month-over-month (+0.7%), sustaining a multi-month high-growth trajectory driven by compound-semiconductor RF demand across smartphone PAs, defense/satcom, and 5G infrastructure. YTD cumulative revenue through June reached NT$9.847B, running 33.9% ahead of the same six-month period in 2025, indicating broad-based foundry utilization recovery at WIN's GaAs/GaN platform. The sequential flatness is consistent with mid-year smartphone seasonality rather than demand deterioration; the YTD pace implies an annualized run-rate materially above full-year 2025 levels.
WIN Semiconductors announces that previously declared cash dividends will be distributed to shareholders on July 10, 2026 (ROC Year 115). The company has included a contingency clause stating that if typhoon conditions disrupt distribution in any region, the affected payments will be deferred to the next business day. This is an administrative payment-logistics notice, not a new dividend declaration; full body available on MOPS.
WIN Semiconductors has announced the holding of its Q2 2026 institutional investor conference (法人說明會), the company's regularly scheduled earnings and business update call for analysts and institutional shareholders. This event is material to investors as it typically includes management commentary on quarterly financial results, capacity utilization, order visibility, and forward guidance for the compound semiconductor foundry business. Full body available on MOPS.
WIN Semiconductors disclosed on behalf of its material subsidiary Chainwin Biotech and Agrotech (Cayman Islands) Co., Ltd. that its board has approved partial amendments to a previously announced share transfer (assignee) case, updating earlier disclosures dated 2022/12/28, 2023/06/09, and 2025/12/17. Full body available on MOPS.
WIN Semiconductors disclosed on behalf of its material subsidiary, Jiangsu Quanwen Kangyuan Agriculture Development Co., Ltd., that the subsidiary's board has resolved a cash capital increase and set the record date for the new share issuance. The injection signals additional funding for the subsidiary's operations and may dilute or reshape ownership at the subsidiary level. Full body available on MOPS — only the subject line is provided here.
WIN Semiconductors announced on behalf of its material subsidiary Chainwin Biotech and Agrotech (Cayman Islands) Co. Ltd. that the Chairman has set the record date for a capital increase. The filing signals additional equity funding into the biotech/agrotech subsidiary, which may affect WIN's consolidated investment exposure outside its core GaAs foundry business. Full body available on MOPS — only the subject line is provided here.
WIN Semiconductors disclosed on behalf of its important subsidiary Chainwin Biotech and Agrotech (Cayman Islands) Co. Ltd. that the chairman has set the record date for a previously approved capital reduction. The filing formalizes the timing for returning capital to shareholders of the subsidiary; financial impact on the parent depends on the reduction ratio and accounting treatment. Full body available on MOPS.
On behalf of its important subsidiary Jiangsu Wenying Agricultural Development Co., Ltd., the company announced the convening of its 2026 Annual General Meeting of Shareholders, with additional discussion items added to the agenda. This is a routine governance disclosure relating to a subsidiary's shareholder meeting. Full body available on MOPS.
WIN Semiconductors announced on behalf of its material subsidiary Jiangsu Quanwen Kangyuan Agriculture Development Co., Ltd. the convening of its 2026 Annual General Meeting of Shareholders, with additional discussion items added to the agenda. This is a routine governance disclosure regarding a subsidiary's shareholder meeting. Full body available on MOPS.
WIN Semiconductors posted May 2026 revenue of NT$1.76B, up 40.3% YoY and 1.2% MoM, marking continued strong year-over-year acceleration. YTD revenue reached NT$8.08B, up 34.8% versus the prior-year period, reflecting sustained demand momentum likely tied to AI-driven RF/GaAs and compound semiconductor build-outs.
WIN Semiconductors announced on behalf of its material subsidiary Jiangsu Quanwenkangyuan Agriculture Development Co., Ltd. the convening of its 2026 Annual General Meeting of Shareholders. This is a routine governance disclosure required under Taiwan's material information rules for significant subsidiaries. Full body available on MOPS.
WIN Semiconductors announced on behalf of its material subsidiary Jiangsu Wen Ying Agricultural Development Co., Ltd. the convening of its 2026 Annual General Meeting of Shareholders. This is a routine corporate governance disclosure regarding a subsidiary's AGM schedule. Full body available on MOPS.
The company has announced the record date for its cash dividend ex-rights (ex-dividend) treatment, establishing which shareholders are entitled to receive the upcoming cash dividend. This is a routine corporate action following prior board and shareholder approval of the dividend. Full body available on MOPS.
The company disclosed that its Annual General Meeting of Shareholders passed a resolution releasing directors from the non-compete restriction, allowing them to engage in business activities that fall within the scope of the company's operations. This is a routine governance matter commonly approved at Taiwanese listed companies' AGMs, but investors should review the specific directors and competing activities involved. Full body available on MOPS.
The company announced the material resolutions adopted at its 2026 (ROC year 115) Annual General Meeting of Shareholders. Typical AGM resolutions include approval of financial statements, earnings distribution (dividends), and director/supervisor elections. Full body available on MOPS.
The company has been invited to participate in the Citi 2026 Taiwan Conference hosted by Citigroup Securities, where it will brief investors on its operational overview, financial position, and business-related information. This is a routine investor relations engagement and is not expected to have a material financial impact. Full body available on MOPS.
The company announced it has been invited to attend the HSBC Taiwan Conference hosted by HSBC, where it will brief investors on its operational overview, financial position, and business-related information. This is a routine investor relations engagement and does not itself disclose new material financial data. Full body available on MOPS.
The company has been invited to participate in the Morgan Stanley Asia AI Summit 2026, where it will brief investors on its operational status, financials, and business updates. This is a routine investor relations event and not a material business action. Full body available on MOPS.
The company has been invited to participate in the TPEx (Taipei Exchange) Market Earnings Presentation Conference, an investor relations event. This is a routine IR engagement where management typically presents recent operating results and outlook to institutional investors and analysts. Full body available on MOPS.
WIN Semiconductors posted April 2026 revenue of NT$1.73B, up 48.9% YoY and 5.2% MoM, marking a sharp acceleration off a soft 2025 base. The GaAs/compound-semi foundry continues to ride AI-driven demand for high-speed optical/RF components used in datacenter networking and HBM-adjacent infrastructure. YTD revenue reached NT$6.32B, +33.4% versus the same period last year.