3105
穩懋
Suppliers
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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 (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.