2344
윈본드
Winbond reported May 2026 revenue of NT$20.00B, up +182.0% YoY and +3.9% MoM from NT$19.25B, extending a sharp acceleration off a NT$7.09B base a year ago. YTD revenue reached NT$77.50B (+128.6% YoY), consistent with the ongoing memory upcycle and AI-driven DRAM/specialty memory demand tailwinds. Company cites market supply-demand dynamics.
Winbond Electronics (2344.TW) posted Q1 2026 revenue of NT$38.3B with operating income of NT$12.6B and net income after tax of NT$10.1B, translating to basic EPS of NT$2.25. The roughly 32.8% operating margin and double-digit EPS print stand out against typical Taiwan memory/semiconductor peers, suggesting a strong cyclical upswing in DRAM/Flash pricing.