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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.
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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