WNC 800G Switch Expansion and Target Price Update

Goldman Sachs maintains a Buy rating on WNC, raising the target price to NT$364 following a more positive outlook on 800G switch shipments and technology cycles in satellite and WiFi-7.

Key Takeaways

• 1.WNC is set to begin mass shipments of 800G switches in 2H26, targeting enterprise clients.
• 2.12-month target price raised by 14.5% to NT$364, maintaining a Buy rating based on sustainable long-term demand.
• 3.The company is benefiting from multiple technology cycles including LEO satellite networks and WiFi-7 adoption.

Table of Contents

• 800G switch in expansion
• Earnings revision
• Valuation
• Price Target Risks and Methodology: WNC
• GS Forecast
• Disclosure Appendix
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures

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