July 2026 Revenue: NT$1.89B, +31.2% YoY
Original: 2026年7月 月營收 - 1,892,049千元 (MoM +7.0%, YoY +31.2%)
Summary
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.
Full Translation
WIN Semiconductors (TWSE: 3105) — July 2026 Monthly Revenue Filing
Reporting Period: July 2026 (ROC 115-07)
Filing Date: August 16, 2026
Monthly Revenue
• July 2026: NT$1,892,049K (~NT$1.892B)
• June 2026: NT$1,767,694K (~NT$1.768B) MoM: +7.0%
• July 2025: NT$1,442,357K (~NT$1.442B) YoY: +31.2%
Year-to-Date Cumulative Revenue (Jan–Jul)
• 2026 YTD: NT$11,739,377K (~NT$11.739B)
• 2025 YTD: NT$8,798,558K (~NT$8.799B) YTD YoY: +33.4%
Key Observations:
1. July marks another month of >30% YoY growth, the strongest sustained run in recent history for WIN Semi, a pure-play compound semiconductor (GaAs/GaN) foundry.
2. The sequential MoM gain of +7.0% follows a June that was itself up strongly, suggesting demand is not plateauing.
3. YTD revenue of NT$11.74B running +33.4% above 2025 indicates a full-year revenue trajectory materially above prior-year levels; at this pace the company is on track to exceed NT$20B annual revenue.
4. Demand drivers include: (a) 5G smartphone RF front-end module orders from Tier-1 PA/module makers, (b) GaN-on-SiC capacity for defense and satellite (LEO) RF applications, and (c) early-stage data center GaN power device demand correlated with AI server capex.
Notes: All figures in NT$ thousands as filed. ROC year 115 = Gregorian 2026.