Winbond Reports 256-Fold Q2 Profit Surge Driven by AI Memory Demand

Winbond Electronics reported a massive 256-fold year-on-year increase in net profit for Q2 2026, reaching 24.317 billion NTD. This growth was driven by strong AI-related demand for customized memory and flash products, prompting customers to book capacity through 2030. The surge highlights the intense global demand for AI hardware, extending beyond high-bandwidth memory (HBM) to customized memory, NOR Flash, and standard DRAM. It underscores a prolonged supply shortage in the semiconductor industry, with customers securing long-term agreements years in advance. Winbond revised its 2026 capital expenditure down to 39.5 billion NTD due to long equipment lead times, noting that EUV lithography machine delivery times now span 3 to 3.5 years. The company's customized memory segment saw its average selling price double quarter-on-quarter, accounting for 53% of its Q2 revenue.