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WIN Semiconductors
WIN Semiconductors (3105) investor relations material
WIN Semiconductors Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 2025 consolidated revenue reached TWD 4.794 billion, up 7% quarter-on-quarter and 29% year-on-year, slightly exceeding expectations, with gross margin at 31.8% due to higher-margin product shipments and improved mix.
Net income attributable to the parent company was TWD 1.029 billion in Q4 2025 and TWD 1.694 billion for 2025; EPS was TWD 2.43 for Q4 and TWD 4.00 for the year.
Full-year 2025 revenue was TWD 16.639 billion, down 5% year-on-year, with net income up 221% and EPS up 121% year-on-year.
Product mix shifted toward higher-margin segments like infrastructure, aerospace, and AI data centers, reducing reliance on mature smartphone markets.
Maintained positive operating cash flow and stable operating expenses, with about 50% of OPEX allocated to R&D over the past ten quarters.
Financial highlights
Q4 2025 gross margin improved to 31.8%, up 4.9 percentage points sequentially, driven by favorable product mix and a one-time profit from a Chinese customer.
Q4 net income attributable to the parent company was TWD 1.029 billion; EPS was TWD 2.43.
Full-year 2025 gross margin was 24.2%, up 1 percentage point year-on-year; net income was TWD 1.694 billion.
Q4 operating margin rose to 13.9%, up 5.3 percentage points from Q3.
Net margin reached 20.0% in Q4 2025; ROE for 2025 was 4.3%.
Outlook and guidance
Q1 2026 revenue expected to decline by high single digits quarter-on-quarter due to seasonality and annual maintenance.
Q1 2026 gross margin guided to mid-20s percentage, reflecting less favorable product mix.
Cellular PA segment expected to grow in Q1, while infrastructure, Wi-Fi, and optical segments will enter a low season.
Depreciation expense in 2026 expected to decrease by 10%-20% year-on-year; CapEx for 2026 projected at around TWD 2 billion.
2026 AI/LEO revenue contribution outlook
InP optical product qualification status
6-inch InP capacity expansion strategy
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Next WIN Semiconductors earnings date
Q1 202629 Apr, 2026
WIN Semiconductors
Next WIN Semiconductors earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
WIN Semiconductors Corp. is a leading provider of pure-play foundry services for compound semiconductor devices. The company specializes in the production of gallium arsenide (GaAs) and gallium nitride (GaN) wafers used in applications such as wireless communications, optoelectronics, 5G infrastructure, and automotive electronics. WIN Semiconductors offers high-frequency and high-power solutions tailored to meet the needs of its global client base, which includes companies in the telecommunications, aerospace, and consumer electronics sectors. The company is headquartered in Taoyuan, Taiwan, and its shares are listed on the TWSE.
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