TAIPEI (Taiwan News) — Taiwan’s Wireless, Information and Networking Semiconductors posted first-quarter consolidated revenue of NT$4.59 billion (US$144.4 million), up 28.36% from a year earlier, after March revenue climbed to NT$1.649 billion, an 11.87% increase from February and a 34.25% gain year-on-year.

WIN is increasingly tying its outlook to AI optical communications and the satellite sector, while also seeking to cut its dependence on smartphone-related business and build up higher-end product lines tied to AI, defense, and optical transmission, per UDN.

The report also pointed to AI server-related parts as an area to watch this year. It said products such as driver ICs, VCSELs, and photodiodes are set to make up a bigger slice of WIN’s sales after contributing only a small amount last year.

Chair Chen Chin-tsai (陳慶財) described AI and robotics as one of the biggest industrial shifts of the moment, per the report. He said Taiwanese silicon chipmakers are concentrated in computing and storage, while compound semiconductor makers like WIN serve different needs, especially transmission and sensing.

That division matters more as humanoid robots develop, Chen said, because chips, interfaces, and sensing parts must work together more closely. In his view, that shift is moving compound semiconductors from a supporting role toward the center of future systems.