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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Winbond Electronics
Winbond Electronics (2344) investor relations material
Winbond Electronics H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary6 Aug, 2026
Executive summary
Net sales in 2Q26 reached NT$59,843M, up 56.4% QoQ and 184.7% YoY, with net income at NT$24,199M, a 139.2% YoY increase.
Revenue for the six months ended June 30, 2026, surged to NT$98.1 billion, up from NT$41.0 billion year-over-year, with net income reaching NT$34.3 billion compared to a net loss of NT$2.6 billion in the prior year period.
Memory business drove growth, with CMS revenue up 78% QoQ and over 400% YoY, and Flash revenue up 65% QoQ and 176% YoY.
Gross margin improved to 66.2% in 2Q26 and 62% for the six months, reflecting higher selling prices and reversal of inventory write-downs.
Profitability hit record highs, supported by strong AI, automotive, and infrastructure demand.
Financial highlights
Operating profit for 2Q26 was NT$28,979M, up 130.9% QoQ, with operating margin at 48.4%.
EBITDA for 2Q26 was NT$33,643M, more than double YoY.
Free cash flow in 2Q26 was NT$18,134M, with cash and equivalents at NT$61,826M.
Basic EPS for the six months was NT$7.65, up from a loss per share of NT$0.53 in the prior year.
Total assets increased to NT$293.0 billion from NT$179.6 billion a year earlier.
Outlook and guidance
High-density NOR and SLC NAND demand expected to sustain pricing uptrend through 2026 and beyond.
DRAM supply remains tight, with AI-driven demand supporting further price increases into 2H26 and 2027.
16nm capacity ramp and KH Fab Module B expansion to contribute from 2027.
The company is reassessing equipment useful lives to align with evolving product portfolios and market demand.
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Latest events from Winbond Electronics
- 2H23 improved HoH as FY2023 results weakened and a memory up-cycle came into view.2344
H2 2023 - Q1 2026 net sales up 91% YoY, with strong margins and robust memory-driven growth.2344Q1 2026
- Net income surged to NT$3.18B on strong sales and margin gains, led by memory and CMS.2344H2 2025
- Profitability restored in 3Q25, with stable revenue and strong liquidity.2344Q3 2025
- Net loss widened to NT$1,631M in 2Q25; gross margin 24%, cash up, price recovery expected.2344H1 2025
- Nine-month 2024 net income reached NT$1.39B on revenue of NT$62.92B, reversing last year's loss.2344Q3 2024
- Q2 2024 profit rebounded on strong memory growth, margin expansion, and robust cash flow.2344H1 2024
- Net loss widened despite stable sales, as margin and cost pressures persisted.2344Q1 2025
- Revenue up 8.8% to NT$81.6B, net income NT$710M, no dividend due to comprehensive loss.2344H2 2024
Next Winbond Electronics earnings date
Q3 20263 Nov, 2026
Winbond Electronics
Next Winbond Electronics earnings date
Q3 20263 Nov, 2026
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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.