September 2026 Revenue: NT$2.03B, +30.0% YoY
Original: 2026年9月 月營收 - 2,029,540千元 (MoM +4.8%, YoY +30.0%)
Summary
WIN Semiconductors (3105) reported September 2026 monthly revenue of NT$2.03B (NT$2,029,540K), up 30.0% year-over-year and 4.8% month-over-month, sustaining a strong multi-month recovery trajectory in compound semiconductor foundry demand. The sequential gain reinforces a persistent uptrend, consistent with continued RF front-end strength tied to smartphone content growth and expanding GaAs/GaN exposure in AI and wireless infrastructure. YTD revenue through September reached NT$15.71B, up 32.6% versus the same nine-month period in 2025, indicating the recovery is broad-based and not front-half-loaded.
Full Translation
WIN Semiconductors (TWSE: 3105) — September 2026 Monthly Revenue Filing
Reporting Period: September 2026 (ROC 11509)
Filing Date: October 11, 2026
Monthly Revenue:
- September 2026: NT$2,029,540K (≈ NT$2.03B)
- August 2026 (prior month): NT$1,937,397K (≈ NT$1.94B)
- September 2025 (prior year same month): NT$1,561,519K (≈ NT$1.56B)
Growth Metrics:
- MoM change: +4.76% (sequential acceleration, +NT$92,143K)
- YoY change: +29.97% (~+30.0%, +NT$468,021K vs. Sep 2025)
Cumulative YTD Revenue (January–September):
- 2026 YTD: NT$15,706,314K (≈ NT$15.71B)
- 2025 YTD: NT$11,844,080K (≈ NT$11.84B)
- YTD YoY growth: +32.61%
Context: WIN Semiconductors is the world's largest dedicated GaAs compound semiconductor foundry, primarily serving RF power amplifier (PA) chips for smartphones (major Apple and Android supply chain) and increasingly for Wi-Fi 7, satellite, and datacenter/AI RF components. A near-30% YoY monthly growth rate combined with a +32.6% YTD figure suggests this recovery extends beyond seasonal smartphone restocking — structural demand from AI-adjacent wireless infrastructure and content-per-device increases are likely contributing factors. No material one-time items noted (備註: —).