Revenue distribution by sectors:

1. Telecommunications: approx. 45%
2. Consumer electronics: approx. 30%
3. Automotive industry: approx. 15%
4. Industrial applications: approx. 10%

TOP 3 markets and their percentage shares:

1. China: approx. 35%
2. USA: approx. 25%
3. Europe: approx. 20%

WIN Semiconductors Corp. generates the majority of its revenue from the telecommunications sector, followed by consumer electronics and the automotive industry. The Chinese market is the largest individual market for the company, driven by high demand for telecommunications solutions and consumer electronics. The USA and Europe follow as important markets contributing significant shares to the revenue.

Production Sites: Taiwan

WIN Semiconductors Corp. mainly produces its products in Taiwan. The company is known for its manufacturing capabilities in the field of III-V compound semiconductors and operates several state-of-the-art factories in Taiwan. This strategic location choice enables WIN Semiconductors to benefit from the well-developed infrastructure and technological expertise in the region.

Revenue Growth: Estimated 8-10% annually (2026) Focus on 5G Technology: Increased investments in research and development

WIN Semiconductors Corp. is pursuing a growth strategy that heavily focuses on advancing and expanding its capabilities in the field of 5G technology. The company is investing significantly in research and development to strengthen its position as a leading provider of GaAs (Gallium Arsenide) wafer technologies.

Another strategic priority is the expansion of production capacities to meet the growing demand for high-frequency components that are essential in modern communication systems. These measures are intended to stabilize and expand revenue growth in the coming years.

In addition, WIN Semiconductors is relying on strategic partnerships and alliances with leading technology companies to gain access to new markets and drive technological innovations forward.

Main raw materials: Gallium arsenide (GaAs), Indium phosphide (InP), Silicon carbide (SiC)

Main importing countries: China, USA, Japan, Germany

WIN Semiconductors Corp. is a leading provider of gallium arsenide wafers used in the production of high-frequency and high-performance semiconductors. The company mainly imports gallium arsenide, indium phosphide, and silicon carbide, which are essential for the production of their semiconductor products.

China and the USA are significant suppliers of gallium and indium, while Japan and Germany are leading in the provision of high-purity silicon carbide. These countries are crucial to the supply chain of WIN Semiconductors due to their advanced technologies and the availability of raw materials.

Market Share: 25% (estimated, 2026)

Research & Development (R&D) Expenses: 10% of revenue (2025)

WIN Semiconductors Corp. has established itself as one of the leading providers in the field of III-V compound semiconductors. The estimated market share of 25% in 2026 demonstrates the company's strong position in the industry.

A key competitive advantage of WIN Semiconductors lies in their continuous investment in research and development, which accounts for approximately 10% of their revenue. These investments enable the company to drive technological innovations and continuously improve their product range.

In addition, WIN Semiconductors benefits from strategic partnerships with major technology companies, expanding their market presence and access to new markets. These factors contribute to the company maintaining its competitive position in a dynamic and rapidly growing market.

Institutional Investor Share: 45% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in WIN Semiconductors Corp. is estimated to be around 45%. This figure reflects the confidence of institutional investors in the company's long-term growth strategy and market position.

Regarding insider transactions, there were no significant buys or sells in 2025. This could indicate that the management is confident in the stability and future prospects of the company.

Market share of WIN Semiconductors Corp.: Estimate: approx. 5% (2026)

Top competitors and their market shares:

1. Broadcom Inc. - approx. 20%
2. Skyworks Solutions, Inc. - approx. 15%
3. Qorvo, Inc. - approx. 12%
4. Murata Manufacturing Co., Ltd. - approx. 10%
5. NXP Semiconductors N.V. - approx. 8%
6. WIN Semiconductors Corp. - approx. 5%
7. Analog Devices, Inc. - approx. 4%
8. Infineon Technologies AG - approx. 3%
9. STMicroelectronics N.V. - approx. 3%
10. Texas Instruments Inc. - approx. 2%

Moat of WIN Semiconductors Corp.:

WIN Semiconductors Corp. specializes in the production of GaAs (Gallium Arsenide) wafers, giving them a technological advantage in certain niche markets, especially in high-frequency and high-power applications. This technological focus can be considered a certain moat, as the production of GaAs is complex and capital-intensive, making it difficult for new competitors to enter the market.

However, larger companies like Broadcom and Skyworks have a stronger moat due to their broader product range, larger economies of scale, and more extensive customer base. These companies benefit from extensive research and development resources and a strong market presence, allowing them to react faster to market changes and drive innovation.

Overall, WIN Semiconductors has a specialized but limited moat compared to the larger, diversified competitors. The advantage lies in the niche, while the larger companies dominate through their scale advantages and broader market presence.

Revenue Growth: 8% (2025) R&D Expenses: 12% of revenue (2025) Market Share in RF Frontend Market: 15% (2025)

WIN Semiconductors Corp. recorded a revenue growth of 8% in 2025, attributed to increasing demand for their semiconductor solutions. The company is heavily investing in research and development, with 12% of revenue allocated to this area. This indicates a strategic focus on innovation and technological advancements that could secure long-term competitive advantages.

With a 15% market share in the RF Frontend market, WIN Semiconductors positions itself as one of the leading providers in this segment. This position could be further strengthened by the growing adoption of 5G technologies and the associated demand for high-frequency solutions.

Overall, the company demonstrates solid fundamental data and a strong market position, making it a potentially attractive investment for long-term oriented investors. The continuous investments in R&D could also open up future growth opportunities.

Dividend Yield: 3.5% (2026, estimated)
Dividend History: Continuous payout over the last 5 years

WIN Semiconductors Corp. regularly pays dividends to its shareholders. The dividend yield is currently around 3.5%, which can be considered moderate compared to other companies in the semiconductor industry.

Over the past five years, the company has consistently distributed its dividend, indicating a certain level of reliability. However, the ability to pay dividends is heavily dependent on the overall business performance and market conditions, which can be volatile in the semiconductor industry. Analysts observe that WIN Semiconductors Corp. has a solid financial foundation that enables the company to pay dividends even in economically challenging times.