Gallium Arsenide Price Hike: Win Semiconductors, Visual Photonics Epitaxy Stock Prices Hit Record Highs

TAIPEI (Central News Agency) -- The price surge in electronic components has extended to gallium arsenide (GaAs) related products. Industry players have confirmed that, due to rising raw material costs, prices for products ranging from upstream GaAs epitaxy to downstream power amplifiers (PA) have been adjusted upwards starting from the second quarter to reflect these costs. Amid the price hike, shares of GaAs manufacturers Win Semiconductors and Visual Photonics Epitaxy hit record highs today.

GaAs industry sources indicate that, affected by China's export controls, the price of gallium, a critical metal for GaAs, has been steadily increasing since 2025, and substrate prices are also on the rise.

Furthermore, the trend of "light replacing copper" driven by 5G, low-orbit satellites, and advanced AI servers has led to a surge in demand for optical modules. Chen Chien-liang, Chairman of Visual Photonics Epitaxy, recently stated that the explosive demand from AI and optical communications, coupled with a shortage of upstream indium phosphide substrates, means that indium phosphide epitaxy production capacity cannot keep up with demand.

These dual factors of cost and demand are driving the current price increase for GaAs-related products. Industry sources report that GaAs product prices have seen adjustments since the second quarter, with varying increases across different products; it is rumored that power amplifier prices have recently risen by over 10%.

Driven by this, PA giant Win Semiconductors' stock price surged to the daily limit of NT$539 today, breaking the NT$500 mark for the first time and setting a new historical high. Advanced Wireless Semiconductor Co. and Visual Photonics Epitaxy also saw significant gains of 5.32% and 7.07% respectively, closing at NT$148.5 and NT$310.5. (Editor: Chang Liang-chih) 1150417