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Win Semiconductors Corp 3105

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Win Semi's Optical Transceiver Upgrade and Ramp-Up Cycles Priced to Perfection

Phelix Lee

Win Semiconductors intends to secure its leadership in RF contract manufacturing by expanding capacity, developing gallium arsenide 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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Price vs Fair Value

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3105 is trading at a LOCK|bzbyJjD premium.
Price
NT$591.00
Fair Value
MB?
Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Win Semi’s pivot to nonsmartphone products enjoys more loyal customer relationships in AI and satellite markets.

Bears

Chinese entrants may leapfrog Win Semi using alternatives to GaAs, such as silicon carbide and gallium nitride.

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Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Shares Outstanding
423.94M
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
137.21
Price/Sales
13.15
Dividend Yield (Trailing)
0.34%
Dividend Yield (Forward)
0.34%
Dividend Payment Schedule
Jul
Total Yield
0.34%

Company Profile

Founded in 1999, Win Semiconductors is the largest foundry for nonsilicon-based semiconductor components, most notably gallium arsenide, or GaAs; gallium nitride, or GaN; and silicon carbide, or SiC. Win Semi wielded over 50% share in the GaAs foundry market in 2025, followed by Advanced Wireless Semiconductor and GCS Holdings. The company’s headquarters, four factories, and most of its 3,500 employees are based in Taoyuan City, Taiwan. Its products are applied in mobile, Wi-Fi networks, cellular infrastructure (such as base stations), satellite communication, optical communication, and 3D sensing. The company also provides automated testing and inspection services.
Sector
Technology
Industry
Semiconductors
Stock Style Box
Large Core
Total Number of Employees
1,534
Website
https://www.winfoundry.com

Competitors

Valuation

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Metric
3105
6981
QCOM
Price/Earnings (Normalized)
 137.2166.3016.03
Price/Book Value
 5.725.706.96
Price/Sales
 13.158.524.44
Price/Cash Flow
 51.6635.8415.20
Price/Earnings
3105
6981
QCOM

Financial Strength

Metric
3105
6981
QCOM
Quick Ratio
 0.773.181.14
Current Ratio
 1.625.002.02
Interest Coverage
 6.8088.3816.54
Quick Ratio
3105
6981
QCOM

Profitability

Metric
3105
6981
QCOM
Return on Assets (Normalized)
 1.78%8.85%20.54%
Return on Equity (Normalized)
 2.68%10.36%44.28%
Return on Invested Capital (Normalized)
 2.66%9.37%28.21%
Return on Assets
3105
6981
QCOM

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