LIWEI_TW Capital(@LIWEI_TWCapital):$SIVE bulls should keep an eye on WIN Semi‘s next ER. WIN’s October 23 earnings call should provide updates on optical communications, capacity plans, and its outlook for Q4 and 2027. WIN’s EML and VCSEL products are already in mass production, with shipments expected to expand. CW laser development is moving more slowly, reflecting limited current demand and longer customer qualification cycles. Revenue for the first nine months reached NT$15.706 billion, up 32.6% YoY. Non-handset applications now account for a larger share of its business than traditional handset applications.

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参加 January 2024

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LIWEI_TW Capital@LIWEI_TWCapital

2026.10.18 00:08

$SIVE bulls should keep an eye on WIN Semi‘s next ER. WIN’s October 23 earnings call should provide updates on optical communications, capacity plans, and its outlook for Q4 and 2027. WIN’s EML and VCSEL products are already in mass production, with shipments expected to expand. CW laser development is moving more slowly, reflecting limited current demand and longer customer qualification cycles. Revenue for the first nine months reached NT$15.706 billion, up 32.6% YoY. Non-handset applications now account for a larger share of its business than traditional handset applications.