Win Semiconductors Corp
3105: ROCO (TWN)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| TWD 782.00 | Jqfskqh | Lhbfxxq |
Win Semi’s Short-Term Prospects Battered by Silicon Chip Shortage; Long-Term Outlook Attractive
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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.