Winbond: Memory supply continues to be tight, price increase momentum extends
Winbond expects continued tightness in DRAM and Flash memory supply, with price increases sustained. The company reported significant profit growth in Q1 and anticipates structural supply gaps for DDR4 and LPDDR4 to extend beyond 2028, ensuring ongoing positive market conditions.
📋 Article Processing Timeline
- 📰 Published: May 5, 2026 at 18:47
- 🔍 Collected: May 5, 2026 at 19:01 (13 min after Published)
- 🤖 AI Analyzed: May 5, 2026 at 19:04 (2 min after Collected)
Central News Agency
(Central News Agency reporter Chang Chien-chung Hsinchu 5th exclusive report) Winbond continues to be optimistic about the future of memory, expecting dynamic random-access memory (DRAM) and Flash memory supply to remain tight, and product prices to continue their upward momentum.
Winbond held an investor conference to announce its Q1 operating results. Quarterly revenue climbed to NT$38.253 billion, a QoQ increase of 43.7%, and gross margin reached 53.4%, up 11 percentage points from Q4 2025. Net profit attributable to the parent company was NT$10.114 billion, a QoQ increase of 195.5%, with EPS of NT$2.25.
Specifically, customized memory shipments in Q1 increased by 24% to 26% QoQ, and the average selling price increased by 51% to 53% QoQ, resulting in a 93% increase in revenue QoQ. Flash memory shipments decreased by 11% to 13% QoQ, but the average selling price increased by 34% to 36% QoQ, leading to a 23% increase in revenue QoQ.
Winbond expects NOR Flash supply to remain tight, with prices maintaining a favorable upward trend starting in the first half of this year. The shortage of single-level cell (SLC) NAND Flash is escalating, supporting continued price increases beyond 2026.
Regarding customized memory products, Winbond stated that the structural supply gap for DDR4 and LPDDR4 may extend beyond 2028, with limited room for short-term supply improvement. Prices are expected to significantly increase in Q2, and the outlook for the second half of this year to 2027 remains positive.
Winbond's capital expenditure in Q1 was NT$2.7 billion, with full-year capital expenditure expected to be approximately NT$40.5 billion, a 6.36-fold increase compared to last year. Capital expenditure for production equipment accounts for about 95% of the total capital expenditure. (Edited by Huang Kuo-lun) 1150505
Choose to stand with facts, every sponsorship you make is the power to protect press freedom.
Download the Central News Agency "First-hand News" APP to grasp the latest news instantly.
The text, images, and audio/video on this website may not be reproduced, publicly broadcast, publicly transmitted, or used without authorization.
(Central News Agency reporter Chang Chien-chung Hsinchu 5th exclusive report) Winbond continues to be optimistic about the future of memory, expecting dynamic random-access memory (DRAM) and Flash memory supply to remain tight, and product prices to continue their upward momentum.
Winbond held an investor conference to announce its Q1 operating results. Quarterly revenue climbed to NT$38.253 billion, a QoQ increase of 43.7%, and gross margin reached 53.4%, up 11 percentage points from Q4 2025. Net profit attributable to the parent company was NT$10.114 billion, a QoQ increase of 195.5%, with EPS of NT$2.25.
Specifically, customized memory shipments in Q1 increased by 24% to 26% QoQ, and the average selling price increased by 51% to 53% QoQ, resulting in a 93% increase in revenue QoQ. Flash memory shipments decreased by 11% to 13% QoQ, but the average selling price increased by 34% to 36% QoQ, leading to a 23% increase in revenue QoQ.
Winbond expects NOR Flash supply to remain tight, with prices maintaining a favorable upward trend starting in the first half of this year. The shortage of single-level cell (SLC) NAND Flash is escalating, supporting continued price increases beyond 2026.
Regarding customized memory products, Winbond stated that the structural supply gap for DDR4 and LPDDR4 may extend beyond 2028, with limited room for short-term supply improvement. Prices are expected to significantly increase in Q2, and the outlook for the second half of this year to 2027 remains positive.
Winbond's capital expenditure in Q1 was NT$2.7 billion, with full-year capital expenditure expected to be approximately NT$40.5 billion, a 6.36-fold increase compared to last year. Capital expenditure for production equipment accounts for about 95% of the total capital expenditure. (Edited by Huang Kuo-lun) 1150505
Choose to stand with facts, every sponsorship you make is the power to protect press freedom.
Download the Central News Agency "First-hand News" APP to grasp the latest news instantly.
The text, images, and audio/video on this website may not be reproduced, publicly broadcast, publicly transmitted, or used without authorization.