May 2026 Revenue: NT$1.76B, +40.3% YoY
Original: 2026年5月 月營收 - 1,755,488千元 (MoM +1.2%, YoY +40.3%)
Summary
WIN Semiconductors posted May 2026 revenue of NT$1.76B, up 40.3% YoY and 1.2% MoM, marking continued strong year-over-year acceleration. YTD revenue reached NT$8.08B, up 34.8% versus the prior-year period, reflecting sustained demand momentum likely tied to AI-driven RF/GaAs and compound semiconductor build-outs.
Full Translation
WIN Semiconductors (TWSE: 3105) reported May 2026 monthly revenue of NT$1,755.5M (NT$1.76B), compared to NT$1,734.1M in April 2026 (MoM +1.2%) and NT$1,251.3M in May 2025 (YoY +40.3%). Year-to-date cumulative revenue through May 2026 reached NT$8,079.6M (NT$8.08B), versus NT$5,991.7M in the same period last year, representing a +34.8% YoY increase. The sustained 40%+ YoY growth alongside sequential expansion signals a continued upcycle in compound semiconductor demand, with AI infrastructure and RF/GaAs end-markets as likely drivers.