Win Semiconductors Corp

3105: ROCO (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Win Semi Earnings: Shares Overvalued as Market Expects High Growth and Low Capital Expenditure

Phelix Lee

Oct 30, 2026

Win Semiconductors’ September quarter gross margin surged 915 basis points sequentially to 37.4% as product mix shifted from low-margin cellular to high-margin satellite sales. December quarter revenue and gross margin guidance is low-single-digit sequential growth and high-30s, respectively.

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Win Semiconductors Corp

Win Semi Earnings: Shares Overvalued as Market Expects High Growth and Low Capital Expenditure

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