WIN Semiconductors (3105) Q3 2026 earnings summary

Executive summary

• 3Q26 consolidated revenue reached NT$5,859m, up 11% QoQ and 31% YoY, supported by seasonal demand and a more favorable product mix.

• Higher utilization and improved mix lifted consolidated gross margin to 37.4% and operating margin to 24.2%; parent-attributable profit rose to NT$1,930m.

Financial highlights

• 3Q26 gross profit was NT$2,191m, up 48% QoQ and 82% YoY; operating income was NT$1,416m, up 91% QoQ and 267% YoY.

• 3Q26 net income was NT$1,826m, up 102% QoQ and 167% YoY; parent-attributable profit was NT$1,930m and EPS was NT$4.55.

• 2026 Q1–Q3 revenue rose 33% YoY to NT$15,706m; gross profit rose 95% to NT$4,885m, and parent-attributable profit reached NT$3,440m, up 417%.

Outlook and guidance

• 4Q26 consolidated revenue is expected to increase low-single digits QoQ.

• 4Q26 consolidated gross margin is expected to be around the high-thirties level.