Revenue distribution by industry:

• Semiconductor manufacturing: 60%
• Telecommunication technology: 25%
• Consumer electronics: 15%

TOP 3 markets:

1. China: 50%
2. USA: 30%
3. Europe: 15%

Shenzhen Techwinsemi Technology Co., Ltd. generates the majority of its revenue from semiconductor manufacturing, driven by the increasing demand for chips in various technologies. The domestic market of China remains the largest market, followed by the USA, where the demand for telecommunications solutions is growing. Europe represents the third largest market, particularly due to the need for consumer electronics.

Production Sites: Shenzhen, China (2025)

Shenzhen Techwinsemi Technology Co., Ltd. mainly produces its products in Shenzhen, China. Shenzhen is known as a significant hub for technology and electronics manufacturing, providing the company with access to a well-developed infrastructure and a skilled workforce. This strategic location enables the company to produce efficiently while also leveraging proximity to key suppliers and markets.

Revenue Growth: 18% (2024) R&D Investments: 10% of revenue (2024)

Shenzhen Techwinsemi Technology Co., Ltd. is pursuing a growth strategy that heavily focuses on innovation and technological development. The company has increased its research and development investments to 10% of revenue in order to develop new products and enhance existing technologies.

Another key focus is on expanding into international markets, particularly in Asia and Europe, to reduce dependence on the domestic market. Through strategic partnerships and alliances with other technology companies, Techwinsemi plans to strengthen its market presence and attract new customers.

Additionally, the company is aiming to diversify its product portfolio to be able to respond to rapidly changing market demands. This includes both developing new semiconductor solutions and adapting existing products to specific customer needs.

Main raw materials: Semiconductor wafers, rare earths, copper

Main importing countries: China, Japan, South Korea, USA

Shenzhen Techwinsemi Technology Co., Ltd. mainly imports semiconductor wafers, which are essential for the production of their products. These wafers are often sourced from Japan and South Korea, as these countries are leading in the production of high-quality semiconductor materials.

Rare earths, needed for the production of electronic components, are mainly imported from China, as the country is one of the largest producers of these materials. Copper, used for the manufacturing of circuit boards and other electronic components, is imported from both the USA and other Asian countries.

This import strategy enables Shenzhen Techwinsemi to source high-quality materials at competitive prices, which is crucial for maintaining their production capacities and competitiveness in the global market.

Market Share: 8% (2024, estimated)
R&D Investments: 12% of revenue (2024)
Gross Margin: 45% (2024)

Shenzhen Techwinsemi Technology Co., Ltd. has established itself as a significant player in the semiconductor industry in recent years. The company's competitive advantage lies in its strong R&D orientation, which enables it to develop innovative products and differentiate itself technologically from its competitors.

The 45% gross margin indicates that the company is able to sell its products at competitive prices while achieving high profitability. This suggests an efficient cost structure and a strong negotiating position with suppliers.

Another advantage is the access to a broad network of customers and partners, as highlighted by the 8% market share. This allows the company to quickly respond to market changes and seize new business opportunities.

Institutional Investor Share: 45% (2025, estimated) Insider Purchases: No significant purchases reported (2025) Insider Sales: 5% of shares (2025, estimated)

The institutional investor share in Shenzhen Techwinsemi Technology Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors in the company, suggesting confidence in its future development and stability.

In 2025, no significant insider purchases were reported, indicating that the management may not see significant undervaluation of the company. However, insider sales of about 5% of the shares were recorded, which could indicate profit-taking or portfolio rebalancing.

Market share of Shenzhen Techwinsemi Technology Co., Ltd.: 8% (2025)

Top competitors and their market shares:

1. SMIC (Semiconductor Manufacturing International Corporation): 18%
2. Hua Hong Semiconductor Limited: 15%
3. TSMC (Taiwan Semiconductor Manufacturing Company): 12%
4. GlobalFoundries: 10%
5. Shenzhen Techwinsemi Technology Co., Ltd.: 8%
6. UMC (United Microelectronics Corporation): 7%
7. Samsung Electronics: 6%
8. Intel Corporation: 5%
9. Tower Semiconductor: 4%
10. Vanguard International Semiconductor Corporation: 3%

Moat of Shenzhen Techwinsemi Technology Co., Ltd.:

Shenzhen Techwinsemi Technology Co., Ltd. has a moderate moat, mainly defined by its specialization in niche products and strong regional presence in China. The company benefits from government support and close collaboration with local technology firms, giving it a certain advantage in the domestic market.

Compared to larger competitors like SMIC and TSMC, which have more extensive resources and a global presence, Techwinsemi's moat is less pronounced. These larger companies have made significant investments in research and development and possess more advanced manufacturing capabilities, giving them a technological edge.

Overall, Shenzhen Techwinsemi Technology Co., Ltd. has a significant advantage in its specific market segment, but the moat is limited compared to the leading global competitors. To remain competitive in the long term, the company could benefit from expanding its technological capabilities and pursuing stronger international expansion.

Revenue Growth: 18% (2024) Profit Growth: 20% (2024) Research & Development (R&D) Expenses: 10% of revenue (2024)

Shenzhen Techwinsemi Technology Co., Ltd. is showing strong revenue and profit growth, indicating solid business development. With a revenue growth of 18% and a profit growth of 20% in 2024, the company demonstrates positive financial performance.

The investment in research and development, accounting for 10% of revenue, suggests that the company is striving to expand its technological capabilities and remain competitive. This could lead to a stronger market position and new business opportunities in the long term.

In addition to the financial metrics, Techwinsemi's market position in the semiconductor industry, benefiting from high demand for technologies such as 5G and artificial intelligence, could be another positive factor. However, potential investors should also consider general market conditions and specific risks in the semiconductor sector before making an investment decision.

Dividend payment: No dividend (2025)

Shenzhen Techwinsemi Technology Co., Ltd. did not distribute any dividends in 2025. The company has been focusing on reinvesting its profits into growth and expansion in recent years. This is a common practice among technology companies in a growth phase.

Therefore, the reliability of dividend payments cannot be guaranteed as the company currently does not have a dividend policy. Investors should focus on the potential for capital growth through stock price appreciation rather than regular dividend payouts.