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Edge1 May 2026
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Winbond Electronics
Winbond Electronics (2344) investor relations material
Winbond Electronics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 May, 2026
Executive summary
Net sales in 1Q26 reached NT$38,253M, up 43.7% QoQ and 91.3% YoY, with significant margin expansion and a return to strong profitability.
Memory business drove growth, with CMS revenue up 93% QoQ and 276% YoY, and Flash revenue up 23% QoQ and 89% YoY.
Operating profit surged to NT$12,550M, with net income at NT$10,118M, reflecting robust demand and improved product mix.
Financial highlights
Gross margin improved to 53.4% (up 11 ppts QoQ, 27 ppts YoY); operating margin rose to 32.8% (up 17 ppts QoQ, 37 ppts YoY).
EBITDA for 1Q26 was NT$16,127M, more than doubling YoY.
Free cash flow reached NT$9,450M, with cash and equivalents at NT$25,521M as of March 31, 2026.
Book value per share increased to NT$25.92.
Outlook and guidance
Tight supply and strong demand for high-density NOR and SLC NAND expected to sustain favorable pricing into 1H26 and beyond.
DDR4/LPDDR4 supply gap projected through 2028, supporting constructive pricing outlook for 2H26–2027.
Capacity expansion is ahead of plan, with AI-driven demand shaping product and customer mix.
CUBE development on track for meaningful revenue in 2027.
Detail the DDR4 / LPDDR4 supply gap outlook
Detail CUBE development and revenue plans
Detail 24nm SLC NAND revenue contribution timing
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Latest events from Winbond Electronics
- Net income surged to NT$3.18B on strong sales and margin gains, led by memory and CMS.2344
H2 202523 Mar 2026 - Profitability restored in 3Q25, with stable revenue and strong liquidity.2344Q3 202520 Jan 2026
- Net loss widened to NT$1,631M in 2Q25; gross margin 24%, cash up, price recovery expected.2344H1 202516 Sep 2025
- Nine-month 2024 net income reached NT$1.39B on revenue of NT$62.92B, reversing last year's loss.2344Q3 202413 Jun 2025
- Q2 2024 profit rebounded on strong memory growth, margin expansion, and robust cash flow.2344H1 202413 Jun 2025
- Net loss widened despite stable sales, as margin and cost pressures persisted.2344Q1 202511 Jun 2025
- Revenue up 8.8% to NT$81.6B, net income NT$710M, no dividend due to comprehensive loss.2344H2 20245 Jun 2025
Next Winbond Electronics earnings date
H1 20263 Aug, 2026
Winbond Electronics
Next Winbond Electronics earnings date
H1 20263 Aug, 2026
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