Win Semiconductors Corp

3105: ROCO (TWN)

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Win Semiconductors Benefits From Ramp-Up of Data Center Optical Products Over Next Two Years

Phelix Lee

May 5, 2026

Business Strategy and Outlook

Win Semiconductors intends to secure its leadership in RF contract manufacturing by expanding capacity, developing GaAs improvements, selling new materials, and exploring applications. It boasts more than 50% market share in GaAs foundries, with the next two largest peers accounting for most of the rest. The company has been successful in reducing reliance on mobile products, currently making up less than 40% of the business. Base stations and other infrastructure products make up the second-largest group.

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Win Semiconductors Corp

Win Semiconductors Benefits From Ramp-Up of Data Center Optical Products Over Next Two Years

Business Strategy and Outlook

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