TAIPEI (Taiwan News) — Taiwan’s leading gallium arsenide (GaAs) suppliers, Visual Photonics Epitaxy Co. and Win Semiconductors Corp., reported record-breaking first-quarter revenue.
VPEC, an upstream gallium arsenide supplier, posted March revenue of NT$311 million, up 1.1% from February and 16.6% from the same month last year. First-quarter revenue reached NT$959 million, a 20.9% increase year-over-year, according to CTEE.
Win Semiconductors, a leading GaAs wafer foundry, reported March revenue of NT$1.65 billion, up 11.9% from February and 34.3% from the same month last year. First-quarter revenue reached NT$4.6 billion, a 28.4% increase year-over-year.
Both companies recorded their highest first-quarter revenue on record, as global communication continues to expand. Demand for higher-speed and more reliable data transmission is increasing, with users placing greater emphasis on the quality of communication, according to Stockfeel.
This growth is supported by gallium arsenide, a compound of gallium and arsenic that serves as a core material for second-generation semiconductor chips. These chips, which power faster and more efficient data transmission, are known for high efficiency, heat resistance, and radiation tolerance, making them widely used in optical communications and high-power transmission.
Optoelectronics accounted for 27.9% of VPEC’s March revenue. The company expects shipments of its 800 gigabits per second high-speed data receiver products to double this year, and its next-generation ultra-fast 1.6 terabits per second modules have completed testing and entered mass production.
Demand for advanced laser transmitters, which help send large amounts of data quickly, has grown threefold from last year. VPEC forecasts strong growth in optoelectronics revenue, with AI-related product sales potentially doubling this year.
Win is seeing increased demand as its US customers upgrade to faster, higher-capacity data transmission products. Revenue from AI data center applications, which was minimal last year, could grow significantly this year.
