Reported 12 months ago
Win Semiconductors (3105) is expected to gradually regain its leadership position in gallium arsenide foundry in the upward phase of the industry. Creative (3443) is projected to exceed revenue and profit expectations in the second quarter of 2024, potentially adding a second CSP customer and capitalizing on the substantial business opportunities presented by HBM 4. Both companies are positioned favorably in their respective industries, with Creative's AI-related revenue increasing significantly and Win Semiconductors anticipating entering mass production for 5nm CPU in mid-2025. Win Semiconductors, a major gallium arsenide foundry globally, is experiencing a positive industry trend with increased demand for 5G smartphones and Wi-Fi7's PA units. The company's estimated revenue for 2024 is expected to grow by more than 30%, leading to a shift from losses to profits and an EPS of 5.6 yuan.
Source: YAHOO