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Advanced Wireless Semiconductor (4991-TW) Reports July Loss; Analysts Maintain Buy Rating
Electronic Technology · Semiconductors · cnyes · 2026-08-31
4991
Despite a monthly loss in July, Advanced Wireless Semiconductor remains a top pick for analysts, who cite strong growth potential in AI optical communications.
What Happened
Financial Results: Advanced Wireless Semiconductor (4991-TW) reported a net loss of NT$21 million for July, or NT$0.18 per share, following a surge in stock volatility. Despite the monthly setback, the company achieved a profit of NT$2.58 per share for the first half of the year, marking a significant turnaround from the previous year.
Growth Drivers: The company is benefiting from rising demand for optical communication products and improved supply of Indium Phosphide (InP) substrates. With a 70% market share in 800G receivers and the mass production of 1.6T components, the company is well-positioned for future growth, with laser products expected to contribute significantly by 2027.
Analyst Outlook: Foreign institutional investors remain bullish, citing the upgrade in AI optical communication standards as a key catalyst for higher margins and average selling prices. Analysts have issued a 'Buy' rating with a target price of NT$710, projecting sustained EPS growth through 2028.
Market Sentiment: Shares of the company have shown resilience, trending upward and reclaiming the six-month moving average. Given the ongoing supply-demand imbalance in the optical communications market, the company's technological leadership is expected to drive continued operational success.
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