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Winbond Electronics reports 576% year-on-year EPS growth for January 2026
Tuesday, March 3, 2026 at 11:07 AM
Winbond Electronics reported significant growth for January 2026, with consolidated revenue reaching NT$11.778 billion, a 94.16% year-on-year increase. Net profit attributable to the parent company rose 562.29% to NT$2.783 billion, resulting in an EPS of NT$0.62. This follows a strong Q4 2025 performance where revenue grew 42.4% year-on-year and gross margin reached 41.9%, signaling a recovery in semiconductor demand.
Context
Winbond Electronics reported an explosive surge in earnings for January 2026, signaling a historic super-cycle in the specialty memory market. Consolidated revenue reached NT$11.78 billion, a 94.16% year-on-year increase and a 20.6% sequential jump. Most notably, net profit skyrocketed by over 562%, resulting in an earnings per share (EPS) of NT$0.62—a staggering 576.92% jump compared to last year. This performance confirms the company has moved firmly into a high-growth phase following a strong recovery in late 2025.
The growth is driven by severe DRAM and SLC NAND shortages as AI-integrated edge devices and automotive electronics demand significantly more memory capacity. With major manufacturers shifting production to high-bandwidth memory (HBM), Winbond is capturing massive market share in niche sectors, with some 2027 capacity already pre-sold. Given that memory prices are forecasted to rise sharply through mid-2026, Winbond is leveraging a record NT$42.1 billion capex plan to capitalize on sustained supply tightness and premium pricing power.
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