Analysts lift fair value for WIN Semiconductors stock to TWD 432.73

Published on 10/25/2026 at 02:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

September revenue reached TWD 2.03 billion, up 29.97 percent year over year. For WIN Semiconductors stock, third-quarter revenue reached TWD 5.86 billion.

Revenue and valuation shift

September revenue rose 29.97 percent year over year to TWD 2.03 billion on October 5, 2026.
Simply Wall St reported a revised fair value of TWD 432.73 on October 16, 2026.
WIN Semiconductors had a market capitalization of TWD 206.0 billion as of October 22, 2026.

Win Semi, TW0003105003, Illustration mit AI erstellt.

Analysts lifted the fair value for WIN Semiconductors stock to TWD 432.73 from TWD 400.73, according to Simply Wall St on October 16, 2026. The revision puts valuation against a business that delivered faster sales growth in the third quarter.

Revenue growth broadens

WIN Semiconductors reported consolidated September revenue of TWD 2,030 million on October 5, 2026. That was 4.76 percent higher than August and 29.97 percent above September 2025. Revenue for January through September 2026 reached TWD 15,706 million, up 32.61 percent year over year.

The same release put third-quarter revenue at TWD 5,859 million, an increase of 11.45 percent from the second quarter and 30.55 percent from the third quarter of 2025. The comparison gives investors a clearer operating signal than the monthly figure alone because it captures a full quarter.

What does revenue mean for margins?

Second-quarter 2026 revenue was TWD 5,257.268 million and net income was TWD 977.1 million, compared with TWD 3,780.398 million of revenue and a TWD 420.966 million loss in the second quarter of 2025, Simply Wall St reported on October 18, 2026. Net margin shifted from a negative 11.1 percent to a positive 18.6 percent, making profitability the key test behind the higher valuation.

Three dates shape the setup

On July 24, 2026, WIN Semiconductors reported second-quarter results with TWD 5,257.268 million of revenue. On October 5, 2026, September revenue reached TWD 2,030 million and third-quarter revenue reached TWD 5,859 million, according to WIN Semiconductors. On October 5, 2026, the company added SawStreet to the WIN Alliance, covering five backend processes: grinding, thinning, dicing, pick-and-place and die inspection, as stated by WIN Semiconductors.

Valuation meets the market

WIN Semiconductors closed at TWD 486.00 on the Taipei Exchange on October 22, 2026. Its market capitalization was TWD 206.0 billion, while the 52-week range was TWD 97.50 to TWD 637.00 on the same market-data snapshot. The stock therefore sits below its yearly high even after the sharp improvement in reported earnings. The next judgment point is whether third-quarter revenue growth can sustain the second-quarter margin recovery.