August 2026 Revenue: NT$1.94B, +30.6% YoY
Original: 2026年8月 月營收 - 1,937,397千元 (MoM +2.4%, YoY +30.6%)
Summary
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.
Full Translation
WIN Semiconductors (3105) — August 2026 Monthly Revenue Filing
Filing date: 2026-09-13 | Reporting period: August 2026
Monthly Revenue
• August 2026 (current month): NT$1,937,397K (≈ NT$1.94B)
• July 2026 (prior month): NT$1,892,049K (≈ NT$1.89B)
• August 2025 (prior year): NT$1,484,003K (≈ NT$1.48B)
• Month-over-month change: +2.4% (+NT$45,348K)
• Year-over-year change: +30.6% (+NT$453,394K)
Year-to-Date Cumulative Revenue (Jan–Aug)
• 2026 YTD: NT$13,676,774K (≈ NT$13.68B)
• 2025 YTD: NT$10,282,561K (≈ NT$10.28B)
• YTD YoY change: +33.0% (+NT$3,394,213K)
Context: WIN Semiconductors is Taiwan's leading pure-play compound semiconductor (GaAs, GaN, InP) foundry, supplying wafers for smartphone RF power amplifiers, Wi-Fi/5G front-end modules, and increasingly for data-center optical and AI-related PA chips. The +30.6% YoY print is consistent with a cyclical recovery in smartphone build rates and incremental AI-driven demand. MoM growth of +2.4% suggests the ramp is orderly rather than inventory-driven. The YTD +33.0% run-rate meaningfully outpaces the broader TWSE semiconductor index recovery, indicating WIN is capturing share or benefiting from capacity tightness in III-V foundry.