Win Semiconductors Corp

3105: ROCO (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	TWD 742.00	Vvrghg	Qvpxwqk

Win Semi’s Short-Term Prospects Battered by Silicon Chip Shortage; Long-Term Outlook Attractive

Phelix Lee

Oct 29, 2021

Business Strategy and Outlook

Win Semiconductors, or Win Semi, intends to secure its leadership in RF contract manufacturing by expanding capacity, developing GaAs improvements, selling new materials and exploring applications. It has an overwhelming 70% market share in GaAs foundries, with the next two largest peers at 10%-15% combined. The company has been successful in reducing reliance on mobile products, currently making up less than 40% of the business.

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