WIN Semiconductors (3105) Company presentation summary

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.