WIN Semiconductors (3105) Stock Overview
Engages in the research and development, manufacturing, marketing, and sales of gallium arsenide (GaAs) wafers in Taiwan, Asia, the United States, and Europe. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 3/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
3105 Community Fair Values
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Analyst Price Targets
WIN Semiconductors Corp. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | NT$411.00 |
| 52 Week High | NT$637.00 |
| 52 Week Low | NT$79.70 |
| Beta | 1.88 |
| 1 Month Change | -14.99% |
| 3 Month Change | 0.98% |
| 1 Year Change | 386.97% |
| 3 Year Change | 146.11% |
| 5 Year Change | 7.87% |
| Change since IPO | 762.41% |
Recent News & Updates
Narrative Update • Jun 22
3105: Lower Future P/E Assumptions Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, setting a revised price target of NT$387.08. This reflects a shift in the assumed discount rate and future P/E multiple, while revenue growth and profit margin expectations remain unchanged.
Narrative Update • Jun 07
3105: Higher Discount Rate And Lower P/E Will Pressure Rich Dividend Outlook
Analysts have maintained their fair value estimate for WIN Semiconductors at NT$90.00, while adjusting key assumptions around discount rate, revenue growth, profit margin and future P/E to reflect an updated view of the company’s risk profile and earnings potential. What's in the News WIN Semiconductors announced an annual dividend of TWD 2.0000 per share.Narrative Update • May 24
3105: Higher Assumed Margins And P/E Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, lifting the implied fair value in their price target framework from about NT$205 to around NT$387, citing revised assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: NT$204.64 in the earlier framework versus NT$387.08 in the updated workup, reflecting a higher implied valuation reference point.
Narrative Update • May 05
3105: Higher Margins And Earnings Guide Will Support Rich P/E
Analysts now place WIN Semiconductors' fair value at NT$640.0 versus the prior NT$336.0, reflecting updated assumptions around higher revenue, profit margins, and a slightly different discount rate and future P/E. What's in the News WIN Semiconductors issued new consolidated earnings guidance for the first quarter of 2026, giving investors an updated reference point for near term expectations.Recent updates
Narrative Update • Jun 22
3105: Lower Future P/E Assumptions Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, setting a revised price target of NT$387.08. This reflects a shift in the assumed discount rate and future P/E multiple, while revenue growth and profit margin expectations remain unchanged.Narrative Update • Jun 07
3105: Higher Discount Rate And Lower P/E Will Pressure Rich Dividend Outlook
Analysts have maintained their fair value estimate for WIN Semiconductors at NT$90.00, while adjusting key assumptions around discount rate, revenue growth, profit margin and future P/E to reflect an updated view of the company’s risk profile and earnings potential. What's in the News WIN Semiconductors announced an annual dividend of TWD 2.0000 per share.Narrative Update • May 24
3105: Higher Assumed Margins And P/E Will Sustain Overvaluation Risk
Analysts have updated their view on WIN Semiconductors, lifting the implied fair value in their price target framework from about NT$205 to around NT$387, citing revised assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: NT$204.64 in the earlier framework versus NT$387.08 in the updated workup, reflecting a higher implied valuation reference point.Narrative Update • May 05
3105: Higher Margins And Earnings Guide Will Support Rich P/E
Analysts now place WIN Semiconductors' fair value at NT$640.0 versus the prior NT$336.0, reflecting updated assumptions around higher revenue, profit margins, and a slightly different discount rate and future P/E. What's in the News WIN Semiconductors issued new consolidated earnings guidance for the first quarter of 2026, giving investors an updated reference point for near term expectations.Narrative Update • Apr 19
3105: High P/E Will Clash With Guided Revenue And Margin Weakness
Analysts have maintained their NT$336.00 price target for WIN Semiconductors. They cite small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that offset each other in their updated models.Narrative Update • Apr 04
3105: Elevated Future P/E Against Softer Near Term Outlook Will Pressure Shares
Analysts have adjusted their price target for WIN Semiconductors to NT$336.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and assumptions about future P/E ratios. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors a fresh reference point for short term expectations (Key Developments).Narrative Update • Mar 20
3105: Earnings Guidance And Lower Discount Rate Will Signal Overvaluation Risk
Analysts have raised their fair value estimate for WIN Semiconductors from NT$75.00 to NT$90.00, citing updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News WIN Semiconductors issued consolidated earnings guidance for the first quarter of 2026, giving investors an early look at expected financial performance (Key Developments).Narrative Update • Mar 06
3105: Elevated Future P/E And Softer Q1 Guidance Will Sustain Overvaluation Risk
Analysts have revised their price target for WIN Semiconductors to NT$204.64 from NT$133.73. This mainly reflects an updated view on fair value and a higher assumed future P/E multiple, while core growth and margin assumptions are kept broadly consistent.Narrative Update • Feb 20
3105: Elevated Future P/E And Soft Guidance Will Likely Sustain Overvaluation Risk
Analysts have revised their fair value estimate for WIN Semiconductors from NT$105.27 to NT$133.73. This change reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.Narrative Update • Feb 06
3105: Lower Margin Outlook And Rich P/E Will Likely Pressure Shares
Analysts have raised their fair value estimate for WIN Semiconductors from $118.51 to $187.95, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value Estimate raised from NT$118.51 to NT$187.95, reflecting a higher assessed intrinsic value per share.Narrative Update • Jan 22
3105: Lower Discount Rate Will Signal Overvaluation Risk Despite Higher Margins
Analysts have lifted their fair value estimate for WIN Semiconductors from $69.0 to $75.0, reflecting updated assumptions for faster revenue growth, higher profit margins and a lower cost of equity alongside a revised future P/E multiple. Valuation Changes The Fair Value Estimate has risen from NT$69.0 to NT$75.0, indicating a higher assessed intrinsic value per share.Narrative Update • Jan 07
3105: Higher Future P/E Will Likely Sustain Overvaluation Risk
Analysts have raised their fair value estimate for WIN Semiconductors to $105.27 from $99.07, attributing the change to slightly lower discount rate assumptions and a higher future P/E multiple in their updated models. Valuation Changes Fair Value Estimate was revised from NT$99.07 to NT$105.27, indicating a modest upward adjustment in the model output.Narrative Update • Dec 17
3105: Slightly Lower Discount Rate Will Likely Sustain Overvaluation Risk
Analysts have raised their price target on WIN Semiconductors by approximately $3.00. This reflects slightly faster expected revenue growth, a marginally lower discount rate, and a modestly higher future earnings multiple that more than offset a small reduction in projected profit margins.Narrative Update • Dec 03
3105: Lower Discount Rate Will Likely Keep Overvaluation Risks Intact
Analysts have modestly revised their price target on WIN Semiconductors to TWD 96.07, reflecting slightly lower discount rate assumptions and marginally adjusted long term profitability and valuation multiples, while keeping the overall fair value essentially unchanged. Valuation Changes Fair Value: Remains effectively unchanged at approximately NT$96.07, indicating no material adjustment to the intrinsic valuation.Narrative Update • Nov 19
3105: Lower Discount Rate Will Likely Fail To Offset Overvaluation Risk
Analysts have raised their price target for WIN Semiconductors by $2.00, citing improved revenue growth and profit margin forecasts as key drivers of the upward revision. Valuation Changes Fair Value has risen slightly, increasing from NT$94.07 to NT$96.07.Narrative Update • Nov 01
3105: Profit Margin Declines Are Expected To Weigh On Future Returns
Analysts have raised their price target for WIN Semiconductors from $89.21 to $94.07, citing modestly improved revenue growth expectations and a lower discount rate as key drivers behind the updated valuation. Valuation Changes Consensus Analyst Price Target has risen slightly from NT$89.21 to NT$94.07.
New Narrative • Feb 15
Advancements In AI And Wi-Fi 7 Will Expand Future Opportunities For Compound Semiconductors
Strong growth in Infrastructure and Optics emphasizes potential revenue expansion, despite short-term declines in other areas.Shareholder Returns
| 3105 | TW Semiconductor | TW Market | |
|---|---|---|---|
| 7D | -0.2% | 4.9% | 5.1% |
| 1Y | 387.0% | 146.2% | 106.1% |
Return vs Industry: 3105 exceeded the TW Semiconductor industry which returned 146.2% over the past year.
Return vs Market: 3105 exceeded the TW Market which returned 106.1% over the past year.
Price Volatility
| 3105 volatility | |
|---|---|
| 3105 Average Weekly Movement | 11.5% |
| Semiconductor Industry Average Movement | 9.8% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in TW Market | 12.1% |
| 10% least volatile stocks in TW Market | 2.6% |
Stable Share Price: 3105's share price has been volatile over the past 3 months compared to the TW market.
Volatility Over Time: 3105's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of TW stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | n/a | Kyle Chen | www.winfoundry.com |
WIN Semiconductors Corp., together with its subsidiaries, engages in the research and development, manufacturing, marketing, and sales of 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 also provides foundry services, testing services, and design support services, as well as high frequency packaging and final test services.
WIN Semiconductors Corp. Fundamentals Summary
| 3105 fundamental statistics | |
|---|---|
| Market cap | NT$174.24b |
| Earnings (TTM) | NT$2.21b |
| Revenue (TTM) | NT$17.65b |
78.8x
P/E Ratio9.9x
P/S RatioIs 3105 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 3105 income statement (TTM) | |
|---|---|
| Revenue | NT$17.65b |
| Cost of Revenue | NT$12.95b |
| Gross Profit | NT$4.70b |
| Other Expenses | NT$2.49b |
| Earnings | NT$2.21b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 5.22 |
| Gross Margin | 26.65% |
| Net Profit Margin | 12.53% |
| Debt/Equity Ratio | 29.8% |
How did 3105 perform over the long term?
See historical performance and comparisonDividends
0.5%
Current Dividend Yield38%
Payout RatioDoes 3105 pay a reliable dividends?
See 3105 dividend history and benchmarks| WIN Semiconductors dividend dates | |
|---|---|
| Ex Dividend Date | Jun 11 2026 |
| Dividend Pay Date | Jul 10 2026 |
| Days until Ex dividend | 25 days |
| Days until Dividend pay date | 4 days |
Does 3105 pay a reliable dividends?
See 3105 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/06 07:57 |
| End of Day Share Price | 2026/07/03 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
WIN Semiconductors Corp. is covered by 24 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ping-Heng Wu | Barclays |
| Xin Sun | Bernstein |
| Haas Liu | BofA Global Research |