Gallium Arsenide Price Hike: Win Semiconductors, Visual Photonics Epitaxy Stock Prices Hit Record Highs
Prices for gallium arsenide (GaAs) related products are rising, with increases expected from Q2 for upstream GaAs epitaxy to downstream power amplifiers (PA). This is driven by surging raw material costs, particularly gallium due to China's export controls since 2025, and high demand from 5G, low-orbit satellites, and AI servers. Consequently, shares of GaAs manufacturers Win Semiconductors and Visual Photonics Epitaxy have reached all-time highs.
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- 📰 Published: April 17, 2026 at 15:53
- 🔍 Collected: April 17, 2026 at 16:01 (7 min after Published)
- 🤖 AI Analyzed: April 17, 2026 at 18:07 (2h 5m after Collected)
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
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
FAQ
What are the main reasons for the price increase in gallium arsenide products?
The primary reasons are the rising cost of raw materials, particularly gallium due to China's export controls since 2025, and increased demand from emerging technologies like 5G, low-orbit satellites, and AI servers.
Which companies saw their stock prices hit record highs due to this price surge?
Win Semiconductors and Visual Photonics Epitaxy, both major gallium arsenide manufacturers, saw their stock prices reach historical highs following the price increases in related products.