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WIN Semiconductors (3105) investor relations material
WIN Semiconductors Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
1Q26 consolidated revenue reached NT$4,590mn, up 28% YoY and slightly above expectations, but down 4% QoQ.
Net income attributable to the parent was NT$533mn, with EPS of NT$1.26, both showing significant YoY growth.
Fab capacity utilization remained flat QoQ at 60%.
Financial highlights
Gross margin for 1Q26 was 26.3%, down 5.5pp QoQ but up from 16.7% YoY.
Operating margin was 9.4%, down 4.5pp QoQ.
Net margin was 9.8%, a decrease from 20.0% in 4Q25 but up from -1.8% in 1Q25.
ROE for 1Q26 was 5%.
Book value per share at quarter-end was NT$85.68.
Outlook and guidance
2Q26 consolidated revenue expected to increase by mid-teens percentage QoQ.
2Q26 gross margin projected to be in the high twenties.
- 2025 net profit more than doubled on higher margins and asset gains, despite lower revenue.3105
Q4 202512 Apr 2026 - Q2 revenue and margins rose sharply, but Q3 is guided lower amid product mix and demand risks.3105
Q2 20242 Feb 2026 - Q3 revenue up 4% YoY, but margins and Q4 outlook pressured by weak demand and lower utilization.3105
Q3 202418 Jan 2026 - Q4 revenue and margins fell, but full-year growth and Infra gains signal cautious optimism.3105
Q4 202412 Dec 2025 - Q1 revenue dropped 20% YoY, but Q2 growth is expected, led by Wi-Fi and optical demand.3105
Q1 202528 Nov 2025 - Q3 2025 revenue and margins rebounded, with asset sales and lower debt ratio aiding stability.3105
Q3 202521 Nov 2025 - Q2 revenue up 5.7% QoQ, but FX losses led to a net loss; Q3 growth seen in optical and AI.3105
Q2 202521 Nov 2025
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Next WIN Semiconductors earnings date
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