April 2026 Revenue: NT$1.73B, +48.9% YoY

Original: 2026年4月月營收 - 1,734,086千元 (MoM +5.2%, YoY +48.9%)

Summary

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.

Historical Impact

1 past Monthly Revenue · ≈ 8-K event at WIN Semiconductors

Median +5d

-8.38%

Range

-8.38% to -8.38%

Positive outcomes

0/1

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$519	NT$476	-8.38%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

Full Translation

WIN Semiconductors (TWSE: 3105) reported monthly revenue for April 2026 of NT$1,734.1M (NT$1.73B), versus NT$1,648.7M in March 2026, a month-over-month increase of +5.2%. Compared to April 2025 revenue of NT$1,164.7M, year-over-year growth was +48.9%, reflecting a sustained recovery in compound semiconductor demand. Cumulative revenue for the first four months of 2026 reached NT$6,324.1M (NT$6.32B), up +33.4% from NT$4,740.5M in the same period of 2025. The combination of sequential growth and a nearly 49% YoY jump points to continued strength in AI-related optical transceiver, datacenter, and RF front-end orders — a key cyclical signal for the GaAs foundry segment.