WIN Semiconductors

Headlines · 3

1. 2d
   WIN Semiconductors draws split analyst views on AI optical and SpaceX growth

   WIN Semiconductors reported resilient RF demand from iOS devices and Wi-Fi routers, alongside strong low-Earth-orbit communications demand. Daiwa Securities, Morgan Stanley, and Goldman Sachs issued sharply different ratings and price targets, with Morgan Stanley highlighting AI optical-networking and SpaceX V3 opportunities while Goldman expects meaningful laser-diode revenue only around 2028.

   科技新报 · 🔥 3
2. 2d
   Taiwan AI hardware stocks diverge after heavy foreign selling

   科技新报 reports that Taiwan’s stock market fell 667 points and lost its quarterly trendline as foreign investors sold NT$68.8 billion worth of shares. It says semiconductors, AI-endpoint stocks and PCB names were sold while capital shifted toward biotechnology, healthcare and selected memory, CCL and silicon-intelligence stocks. TSMC’s ADR rose 0.60% despite weakness in US AI technology stocks, with the report identifying the next session’s quarterly-line recovery as the key market question.

   科技新报 · 🔥 3
3. 4d
   WIN Semiconductors Q3 profit rises on AI optical demand

   WIN Semiconductors reported third-quarter revenue of NT$5.859 billion, up 11% quarter on quarter and 31% year on year, with net profit of NT$1.93 billion and EPS of NT$4.55, its highest in six years. TechNews said the company attributed growth to seasonal demand, a change in product mix, aerospace and satellite applications, and optical communications; the company also expects fourth-quarter revenue to grow 3–5% sequentially.

   科技新报 · 🔥 0

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