Q2 2026 Earnings: Revenue NT$9.8B, EPS NT$3.56
Original: 2026年第2季財報 - EPS 3.56元 (TPEx)
Summary
WIN Semiconductors reported Q2 2026 revenue of NT$9.85B with net income of NT$1.35B, delivering basic EPS of NT$3.56. Operating income reached NT$1.17B (operating margin ~11.9%), while a sizable non-operating contribution of NT$547M lifted net income above the operating line. Results reflect steady compound semiconductor foundry demand, broadly in line with mid-cycle GaAs/RF sector trends.
Full Translation
WIN Semiconductors (穩懋半導體, TPEx: 3105) reported its Q2 2026 (April–June 2026) earnings on August 22, 2026 under ROC calendar year 115.
Revenue (營業收入): NT$9,847,328 thousand (NT$9.85B)
Operating Income (營業利益): NT$1,172,913 thousand (NT$1.17B); operating margin approximately 11.9%
Non-Operating Income, net (營業外收入及支出): NT$547,323 thousand (NT$547.3M) — a material positive contribution, likely comprising investment gains, foreign exchange gains, or interest income
Net Income After Tax (稅後淨利): NT$1,353,387 thousand (NT$1.35B); net margin approximately 13.7%
Basic EPS (基本每股盈餘): NT$3.56 per share (par value NT$10.00)
The non-operating line added roughly NT$547M above operating profit, which accounts for the divergence between operating income and net income. This elevated net income contribution from below-the-line items warrants monitoring in subsequent quarters. WIN Semiconductors operates as a pure-play compound semiconductor (GaAs/GaN) foundry serving RF front-end, power amplifier, and photonics customers globally, making its results a useful indicator of wireless infrastructure and smartphone RF content demand.