Win Semiconductors Corp
3105: ROCO (TWN)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|N& | LOCK|gx | LOCK|><?W$vc |
Win Semi Earnings: Competitors Chip Away Market Share, and Less Pretariff Buildup Than Expected
Win Semiconductors' first quarter of 2025 revenue and gross margin fell 4% and 371 basis points sequentially to TWD 3.6 billion and 16.7% respectively, in line with guidance. The changes are due to Chinese subsidies driving demand for more low-margin power amplifiers, or PAs, for smartphones.
