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Winbond Electronics (2344) investor relations material

Winbond Electronics H1 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H1 2025 earnings summary6 Aug, 2025

Executive summary

  • Net sales in 2Q25 were NT$21,018M, up 5.1% QoQ but down 2.2% YoY; net loss widened to NT$1,631M from NT$987M in 1Q25 and profit of NT$1,713M in 2Q24.

  • Consolidated financial statements for the six months ended June 30, 2025, were reviewed by independent auditors, who found no material misstatements.

  • The group reported a net loss for both the three- and six-month periods ended June 30, 2025, compared to net income in the prior year.

  • Total assets as of June 30, 2025, were NT$179.6 billion, with equity at NT$94.3 billion and liabilities at NT$85.3 billion.

  • Memory business saw 14.6% QoQ revenue growth, but gross margin dropped 18 ppts YoY; logic business revenue declined 6.6% QoQ and 5% YoY.

Financial highlights

  • Gross margin fell to 22.7% in 2Q25 from 25.6% in 1Q25 and 33.1% in 2Q24; gross margin for 1H25 was 24%.

  • Operating loss increased to NT$1,295M in 2Q25 from NT$965M in 1Q25; operating margin negative due to higher expenses and lower gross profit.

  • EBITDA for 2Q25 was NT$1,741M, down from NT$2,435M in 1Q25 and NT$5,843M in 2Q24.

  • Free cash flow turned positive at NT$1,025M in 2Q25, reversing a negative NT$1,189M in 1Q25.

  • Basic and diluted losses per share for 1H25 were NT$(0.53), compared to earnings per share of NT$0.30 last year.

Outlook and guidance

  • NOR Flash supply-demand expected to balance in 2H25 with mild price recovery; SLC NAND supply to tighten, supporting price increases.

  • DDR3/DDR4 prices forecasted to rise from 3Q25, with uptrend likely into next year.

  • 16nm CMS process on track for Conditional Production Release; 24nm NAND Flash early shipments started, significant impact expected in 2026.

  • The group continues to assess the impact of new and upcoming IFRS standards, including IFRS 18 and Pillar Two tax legislation.

  • Management is monitoring the potential impact of global economic conditions and regulatory changes on future performance.

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Frequently asked questions

Winbond Electronics Corporation is a Taiwan-based company established in 1987, specializing in the production of semiconductors and various types of integrated circuits (ICs). Its product lineup includes dynamic random-access memory (DRAM), static random-access memory (SRAM), serial flash memory, microcontrollers, and Super I/O chips. The company is headquartered in Taiwan, and its shares are listed on the Taiwan Stock Exchange.

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