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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
WIN Semiconductors
WIN Semiconductors (3105) investor relations material
WIN Semiconductors Company presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company presentation summary9 Sep, 2026
ESG achievements
Recognized in DJSI World Index and S&P Global Sustainability Yearbook for six consecutive years (2020–2025).
Ranked in the top 5% for Corporate Governance Evaluation for ten consecutive years (2015–2025).
Awarded "Prime" ISS ESG status for 2024–2025 and received the 17th TCSA Sustainability Report Gold Award.
MSCI ESG Rating of A in 2024 and Excellence Award in 2025 Net-Zero Industry Competitiveness.
Market outlook and growth drivers
Cellular, infrastructure, and Wi-Fi remain the largest revenue contributors, with cellular and infrastructure each at 30–35% share in 2025 and 2026.
5G adoption rate is projected to reach 78.3% by 2028, with a focus on mid-high and premium smartphone models.
Wi-Fi 7 is a key growth engine, with Wi-Fi 6 and 7 combined forecasted at a 14% CAGR through 2031.
AI datacenter demand is driving a 344% YoY growth in GaAs optical driver market for 2026.
Satellite connectivity is expanding with new frequency bands and direct-to-cell services emerging.
Technology and competitive advantages
Leading in 6-inch GaAs wafer capacity and developing 6-inch InP capability for faster time-to-market and lower capex.
Advanced turn-key services accelerate customer development from epi structure to wafer testing.
Broad technology portfolio covers datacom, telecom, and AI sensing applications.
Competitive advantages include global customer partnerships, largest capacity, and rich manufacturing experience.
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Latest events from WIN Semiconductors
- 3Q26 revenue rose 31% YoY as stronger utilization and mix lifted margins and earnings.3105
Q3 2026 - Q2 revenue and profit surged, with Q3 growth expected from smartphones, optical, and foundry.3105Q2 2026
- 1Q26 revenue up 28% YoY, net income NT$533mn, foundry led growth, 2Q26 revenue to rise mid-teens QoQ.3105Q1 2026
- 2025 net profit more than doubled on higher margins and asset gains, despite lower revenue.3105Q4 2025
- Q3 2025 revenue and margins rebounded, with asset sales and lower debt ratio aiding stability.3105Q3 2025
- Q3 revenue up 4% YoY, but margins and Q4 outlook pressured by weak demand and lower utilization.3105Q3 2024
- Q2 revenue and margins improved, but Q3 is guided lower on less favorable product mix.3105Q2 2024
- Q1 revenue and profit fell year-on-year, but Q2 growth is expected from Wi-Fi and optical demand.3105Q1 2025
- Q4 revenue and margins fell, but full-year growth and Infra gains point to future optimism.3105Q4 2024
Next WIN Semiconductors earnings date
Q3 20265 Nov, 2026
WIN Semiconductors
Next WIN Semiconductors earnings date
Q3 20265 Nov, 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.