News / Taiwan / cnyes
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.
Read original
More in Electronic Technology
Electronic Technology · economic_daily · 2026-08-31
Taiwan's optical communication sector sees a surge in buying activity, with DBC leading the charge to the daily limit as short-term investors pile in.
Electronic Technology · cnyes · 2026-08-31
Nvidia is investing $3.5 billion in MediaTek via convertible bonds to integrate its advanced interconnect technologies into MediaTek's custom AI chip designs.
2454
Electronic Technology · economic_daily · 2026-08-31
The Taiwan Stock Exchange has placed 19 stocks on its watch list due to high volatility, with Opto Tech facing specific trading restrictions starting September 1st.
1303, 1312, 2426, 2434, 2455, 3008, 3406, 3450, 3605, 6226, 6715, 6805, 6933, 7788, 8021
Latest in Taiwan
Electronic Technology · economic_daily · 2026-08-31
Taiwan's optical communication sector sees a surge in buying activity, with DBC leading the charge to the daily limit as short-term investors pile in.
Electronic Technology · cnyes · 2026-08-31
Nvidia is investing $3.5 billion in MediaTek via convertible bonds to integrate its advanced interconnect technologies into MediaTek's custom AI chip designs.
2454
Electronic Technology · economic_daily · 2026-08-31
The Taiwan Stock Exchange has placed 19 stocks on its watch list due to high volatility, with Opto Tech facing specific trading restrictions starting September 1st.
1303, 1312, 2426, 2434, 2455, 3008, 3406, 3450, 3605, 6226, 6715, 6805, 6933, 7788, 8021
Electronic Technology · cnyes · 2026-08-31
TAITRA organized a 26-company Taiwan delegation to the 58th Eswatini International Trade Fair, highlighting AI and green agriculture to capture African market opportunities.
2357, 2451