Winbond Electronics
Winbond Electronics is a niche in the Memory segment of the semiconductor & AI supply chain, headquartered in Taiwan. Its key suppliers include Applied Materials, Lam Research, ASML. Its key customers include Dell Technologies, Hewlett Packard Enterprise, Super Micro Computer.
Specialty memory maker: NOR flash and niche DRAM.
- Ticker
- TWSE: 2344
- Headquarters
- Taiwan
- Revenue
- $2.8B (FY2025) · +9.6% YoY
- Net income
- $125M
- Operating margin
- 48.4%
- Market position
- niche
- Value-chain segment
- Specialty & NOR Flash, DRAM
- Key products
- NOR flash, specialty DRAM
About Winbond Electronics
Winbond Electronics, headquartered in Taiwan, operates in the Specialty & NOR Flash and DRAM segments of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include NOR flash, specialty DRAM. wafergraph maps 3 tracked suppliers and 4 tracked customers for Winbond Electronics across the value chain. It has a supply-chain criticality score of 50/100, with 236 companies downstream of it.
Role in the chain
Winbond Electronics is a market niche in Memory (Specialty & NOR Flash), headquartered in Taiwan. Specialty memory maker: NOR flash and niche DRAM.
Diligence questions
- The dataset records 3 tracked suppliers for Winbond Electronics. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 3 of Winbond Electronics's tracked suppliers are a monopoly or leader (including ASML, Applied Materials, Lam Research). Which of those are actually single-source for the process step you care about?
- The dataset names 4 tracked customers for Winbond Electronics. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Winbond Electronics is headquartered in Taiwan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Winbond Electronics trades as TWSE:2344. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- NOR flash
- specialty DRAM
Suppliers
Customers
More Memory companies
Compare with
Nanya Technology · GigaDevice Semiconductor · Ingenic Semiconductor · Macronix International · Giantec Semiconductor · Micron Technology
Sources
- https://www.winbond.com/
- https://www.tradingview.com/news/reuters.com,2026:newsml_L4N3Z10NK:0-winbond-buys-machinery-from-applied-materials-south-eastasia-for-t-7-45-bln/
- https://www.tradingview.com/news/reuters.com,2026:newsml_L4N3YL0OA:0-winbond-to-buy-machinery-equipment-from-lam-research-for-t-6-81-bln/
- https://www.tradingview.com/news/tradingview:61e6bcadcd5b6:0-key-facts-asml-executes-share-buyback-winbond-acquires-74m-equipment-asml-rises-0-15/
Open the interactive supply-chain view →
Cite as: wafergraph, “Winbond Electronics — supply chain, financials & market position”, https://wafergraph.com/company/winbond (data as of 2026-09-05).
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