Win Semiconductors Corp

3105: ROCO (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$!G	LOCK\|D$	LOCK\|scVfL#

Win Semi Earnings: Shares Expensive as Market Overly Bullish on New AI Product Prospects

Phelix Lee

May 5, 2026

Win Semiconductors' March quarter revenue and gross margin were down 4% and 546 basis points sequentially to TWD 4.6 billion and 26.3%, respectively. June-quarter revenue and gross margin guidance imply high-teens percentage sequential growth and high-20s, respectively.

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Win Semiconductors Corp

Win Semi Earnings: Shares Expensive as Market Overly Bullish on New AI Product Prospects

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