June 2026 Revenue: NT$1.77B, +29.6% YoY — WIN Semiconductors

Summary

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.

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$519	NT$476	-8.38%
May 17, 2026	NT$451	NT$550	+22.09%

Filed

P₀

P₊₅

+5d

Jun 17, 2026

NT$519

NT$476

-8.38%

May 17, 2026

NT$451

NT$550

+22.09%

Full Translation

WIN Semiconductors (穩懋, TWSE: 3105) — June 2026 Monthly Revenue Filing Filing Date: 2026-07-11 | Reporting Period: June 2026 (ROC 115-06) | Industry: Semiconductor — MONTHLY REVENUE — Current month (Jun 2026): NT$1,767,694K = NT$1.768B Prior month (May 2026): NT$1,755,488K = NT$1.755B Same month LY (Jun 2025): NT$1,364,461K = NT$1.364B MoM change: +0.70% YoY change: +29.6% — YTD CUMULATIVE REVENUE (Jan–Jun) — 2026 YTD: NT$9,847,328K = NT$9.847B 2025 YTD: NT$7,356,201K = NT$7.356B YTD YoY: +33.9% — CONTEXT — WIN Semiconductors is Taiwan's leading pure-play compound-semiconductor foundry, specializing in GaAs and GaN wafers primarily used in RF power amplifiers for smartphones, Wi-Fi/5G modules, defense electronics, and satellite communications. The +29.6% YoY gain in June marks the sixth consecutive month of double-digit YoY growth in 2026, with every month from January through June outpacing the prior-year comparable. The MoM print of +0.7% reflects seasonal stabilization after a demand-driven ramp in H1; smartphone PA orders typically soften into mid-summer before a new handset model build cycle. The YTD YoY of +33.9% running ahead of the monthly YoY (+29.6%) indicates that H1 2025 was back-half weighted in growth, meaning WIN's comparables become easier in H2 2026. No material one-time items or supplementary notes were disclosed in this filing. Remarks: —