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WIN Semiconductors (3105) investor relations material
WIN Semiconductors Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenue reached TWS 4,488 million, up 19% quarter-on-quarter and 3% year-on-year, marking a return to both sequential and annual growth after three quarters of downturn, driven by strong demand from new flagship smartphone launches and increased Wi-Fi 7 adoption.
Gross margin improved to 26.9% (up 8.4 percentage points QoQ), driven by higher utilization, favorable product mix, and a minor gain from a China-based customer.
Operating margin rebounded to 8.6% from -3.1% in Q2.
Net income attributable to the parent was TWS 1,070 million, compared to a net loss of TWS 421 million in Q2, with EPS of TWS 2.52.
All major product segments posted sequential growth, with optical and infrastructure segments showing the strongest gains.
Financial highlights
Q3 consolidated revenue: TWS 4,488 million (+19% QoQ, +3% YoY).
Gross profit: TWS 1,205 million; gross margin: 26.9% (up from 18.5% in Q2).
Operating income: TWS 385 million; operating margin: 8.6% (up 11.7 percentage points QoQ).
Net income: TWS 683 million; net margin: 15.2%.
Net profit attributable to parent: TWS 1,070 million; EPS: TWS 2.52.
ROE for Q3: 11%.
Outlook and guidance
Q4 2025 consolidated revenue expected to grow low single digits QoQ; gross margin forecast to remain in the high 20s.
Product mix in Q4 anticipated to be similar to Q3, with possible slight increases in cellular and infrastructure.
Full-year 2025 depreciation expense projected to be 13–14% lower than 2024.
CapEx for 2025 expected in the TWS 1–2 billion range.
What is the target capacity utilization for 2026?
CAPEX surged in 3Q25, but PP&E declined. Explain.
Infra share increased in 3Q25. What market trends?
WIN's strategy for China low-end market?
Detail new growth engines: Infrastructure & Optical
Skyworks/Qorvo merger: WIN's competitive edge?
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Next WIN Semiconductors earnings date
Q4 202513 Feb, 2026
Next WIN Semiconductors earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
WIN Semiconductors Corp. is a leading provider of pure-play foundry services for compound semiconductor devices. The company specializes in the production of gallium arsenide (GaAs) and gallium nitride (GaN) wafers used in applications such as wireless communications, optoelectronics, 5G infrastructure, and automotive electronics. WIN Semiconductors offers high-frequency and high-power solutions tailored to meet the needs of its global client base, which includes companies in the telecommunications, aerospace, and consumer electronics sectors. The company is headquartered in Taoyuan, Taiwan, and its shares are listed on the TWSE.
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