3105 Share Price Performance
NT$143.00
27.50 (23.81%)
48.9% overvalued intrinsic discount
NT$96.07
Fair Value
Price NT$143.00
AnalystConsensusTarget NT$96.07
AnalystLowTarget NT$69.00
AnalystHighTarget NT$119.09
Fair ValueNT$96.07
Share Pricen/a
WIN Semiconductors Corp. Stock Price
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3105 Community Narratives
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Fair Value NT$96.07 48.9% overvalued intrinsic discount
3105: Profit Margin Declines Are Expected To Weigh On Future Returns
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Fair Value NT$69 107.2% overvalued intrinsic discount
Geopolitical Tensions And Onshoring Will Intensify Margin Squeeze
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Fair Value NT$118.51 20.7% overvalued intrinsic discount
Expanding Advanced Wireless And Satellite Connectivity Will Redefine Global Opportunities
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3105: Profit Margin Declines Are Expected To Weigh On Future Returns
Key Takeaways Diversification into infrastructure, satellite, and AI-driven markets reduces revenue volatility and strengthens gross margins, offsetting declines in legacy smartphone business. Advanced RF technologies and increased outsourcing bolster technological leadership, support higher-margin segments, and position the company for sustained long-term growth.Read more
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AN
NT$96.07
48.9% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
15% p.a.
Profit Margin
11.84%
Future PE
19.76x
Price in 2028
NT$129
Expanding Advanced Wireless And Satellite Connectivity Will Redefine Global Opportunities
Key Takeaways Expanding smartphone, Wi-Fi, optical, and satellite projects position WIN for outsized high-margin growth and stronger operating leverage, as mass production ramps across key markets. Ongoing cost control, sustained R&D, and customer diversification efforts drive improved free cash flow, margin expansion, and reduced earnings volatility.Read more
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AN
NT$118.51
20.7% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
16% p.a.
Profit Margin
19.97%
Future PE
14.26x
Price in 2028
NT$161.92
Geopolitical Tensions And Onshoring Will Intensify Margin Squeeze
Key Takeaways Geopolitical tensions, local manufacturing trends, and technological shifts are reducing growth opportunities and eroding competitive advantages for WIN Semiconductors. High capital expenditures, industry price pressures, and heavy customer concentration risk limit margin expansion and increase vulnerability to fluctuating revenue streams.Read more
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AN
NT$69
107.2% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
6% p.a.
Profit Margin
8.33%
Future PE
26.27x
Price in 2028
NT$94.65
Trending Discussion
Recently Updated Narratives
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3105: Lower Discount Rate Will Likely Fail To Offset Overvaluation Risk
Fair Value: NT$96.07 48.9% overvalued intrinsic discount
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Geopolitical Tensions And Onshoring Will Intensify Margin Squeeze
Fair Value: NT$69 107.2% overvalued intrinsic discount
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AN
Expanding Advanced Wireless And Satellite Connectivity Will Redefine Global Opportunities
Fair Value: NT$118.51 20.7% overvalued intrinsic discount
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Snowflake Analysis
WIN Semiconductors Corp. Key Details
About 3105
- Founded
- 1999
- Employees
- n/a
- CEO
- WebsiteView website
WIN Semiconductors Corp., together with its subsidiaries, researches, develops, manufactures, markets, and sells gallium arsenide (GaAs) wafers in Taiwan, Asia, the United States, and Europe. It offers GaAs monolithic microwave ICs (MMIC) and radio frequency ICs, as well as develops and trades in hog farming technology. The company provides foundry services, testing services, and design support services, as well as high frequency packaging and final test services. In addition, it engages in investment, logistics management, and marketing activities; research, manufacture, and sale of high-density gene chips, biochip optical readers, and micro-electrophoresis analyzers; and farm feed development and trading activities. Further, the company develops and sells diagnostic tool for endometrial cancer; and offers information software services, biotechnology and pharmaceutical testing, and biotech research and development activities. The company was incorporated in 1999 and is based in Taoyuan City, Taiwan.
