Q1 2026 Earnings: Revenue NT$38.3B, EPS NT$2.25
Original: 2026年第1季財報 - 營收38,253,064千元, 稅後淨利10,117,678千元, EPS 2.25元
Summary
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.
Full Translation
Winbond Electronics Corporation (TWSE: 2344, semiconductor sector) reported its Q1 2026 (ROC year 115) earnings on June 18, 2026. Revenue came in at NT$38,253,064 thousand (NT$38.25B). Operating income reached NT$12,550,494 thousand (NT$12.55B), implying an operating margin of approximately 32.8%. Non-operating income and expenses were a net positive NT$137,930 thousand (NT$138M). Net income after tax was NT$10,117,678 thousand (NT$10.12B), yielding a basic EPS of NT$2.25 on a common share par value of NT$10.00. The result reflects a sharp profitability improvement consistent with the ongoing memory upcycle, with Winbond's specialty DRAM and NOR/NAND flash businesses benefiting from tight supply and AI-driven demand for niche memory components.