Win Semiconductors

As of 2026-10-09, Win Semiconductors has 2 tracked suppliers and 9 tracked customers in this dataset; its largest supplier by market cap is AIXTRON. The customer list here follows a shared pattern for this segment rather than being individually confirmed for Win Semiconductors — see /methodology.

Sourced from 2 references — Wikipedia, secondary source — last verified .

World's largest GaAs RF foundry.

Ticker
TWO: 3105
Headquarters
Taoyuan
Revenue
$523M (FY2025) · -4.7% YoY
Net income
$53M
Operating margin
14.1%
Market position
leader
Value-chain segment
Pure-Play Foundry, RF
Key products
GaAs pHEMT foundry wafers for RF power amplifiers, InGaP HBT foundry wafers for PA modules, GaN-on-SiC wafers for high-power RF, Foundry PDK and design-kit services, 6-inch and 4-inch compound-semiconductor foundry

About Win Semiconductors

Win Semiconductors, headquartered in Taiwan, operates in the Pure-Play Foundry and RF segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include GaAs pHEMT foundry wafers for RF power amplifiers, InGaP HBT foundry wafers for PA modules, GaN-on-SiC wafers for high-power RF, Foundry PDK and design-kit services, 6-inch and 4-inch compound-semiconductor foundry. wafergraph maps 2 tracked suppliers and 9 tracked customers for Win Semiconductors across the value chain. It has a supply-chain criticality score of 81/100, with 237 companies downstream of it.

Role in the chain

Win Semiconductors is a market leader in Foundry (Pure-Play Foundry), headquartered in Taiwan. World's largest GaAs RF foundry.

Diligence questions

  1. The dataset records 2 tracked suppliers for Win Semiconductors. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 1 of Win Semiconductors's tracked suppliers are a monopoly or leader (including AIXTRON). Which of those are actually single-source for the process step you care about?
  3. The dataset names 9 tracked customers for Win Semiconductors. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Win Semiconductors is positioned as a leader in Foundry. How replaceable is this vendor on the process step you are buying?
  5. Win Semiconductors is headquartered in Taiwan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Win Semiconductors trades as TWO:3105. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Win Semiconductors

Key products

  • GaAs pHEMT foundry wafers for RF power amplifiers
  • InGaP HBT foundry wafers for PA modules
  • GaN-on-SiC wafers for high-power RF
  • Foundry PDK and design-kit services
  • 6-inch and 4-inch compound-semiconductor foundry

Suppliers

Customers

More Foundry companies

Compare with

TSMC · Murata Manufacturing · SMIC · United Microelectronics (UMC) · TDK · GlobalFoundries

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Win Semiconductors — supply chain, financials & market position”, https://wafergraph.com/company/win_semi (data as of 2026-10-09).

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