WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

<p class="P1" data-sourcepos="5:1-5:358;145-502">Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of 2026, driven by demand from low Earth orbit (LEO) satellites and other aerospace applications, while shipments of smartphone power amplifiers (PAs) and Wi-Fi products are expected to remain broadly flat or post modest growth.