Winbond Electronics is trading 9.79% up at $179.50 after record second-quarter results, strong July revenue growth, and expectations for tighter memory supply.

  • Second-quarter revenue reached NT$59.843 billion, up 184.7% year over year, with NT$24.317 billion attributable net income and NT$5.40 EPS.
  • July consolidated revenue rose 29.99% month over month and 291.55% year over year.
  • Winbond plans a Kaohsiung fab expansion to increase DRAM capacity for AI-driven demand, reinforcing the memory-cycle narrative.