Win Semiconductors Corp

3105: ROCO (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Win Semi Earnings: Priced Company Ramp-Up and Industry Transceiver Upgrade Roadmap to Perfection

Phelix Lee

Jul 27, 2026

Win Semiconductors' June quarter revenue and gross margin were up 15% and 190 basis points sequentially to TWD 5.3 billion and 28.2%, respectively. September-quarter revenue and gross margin guidance are low-teens percentage sequential growth and low-30s, respectively.

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Win Semiconductors Corp

Win Semi Earnings: Priced Company Ramp-Up and Industry Transceiver Upgrade Roadmap to Perfection

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