Taipei, Jan 26, 2026, 07:58 (GMT+8) — Premarket update.
- Winbond ended the day at T$103, slipping 1.4%, following a session marked by volatile swings.
- The spotlight stays on exchange “disposal” curbs, which will remain in effect through Jan. 26.
- Traders are zeroing in on new AI-related memory signals and the ripple effects they might have on legacy chips.
Winbond Electronics Corp (2344.TW) remains under Taiwan Stock Exchange trading restrictions through Jan. 26, following a drop in its shares during the previous session.
The stock offers a swift glimpse into Taiwan’s volatile memory trade, where day-trading surges can overshadow fundamentals for several sessions straight.
That’s key now since “disposal” measures aim to temper extreme swings. Once they expire, the following session usually sees volume and volatility reset — sometimes up, sometimes down.
Winbond closed at T$103, slipping 1.44% from yesterday’s finish, after moving within a T$99.40 to T$107.00 range during trading. Over the last 52 weeks, its price has fluctuated between T$13.60 and T$117.00, according to LSEG data. Reuters Japan
The TWSE’s updated disposal list placed Winbond under a first-stage restriction from Jan. 9 to Jan. 26, following repeated price moves and same-day trading that triggered the exchange’s rules. “Disposal” refers to temporary trading curbs the exchange applies when surveillance limits are breached. Taiwan Stock Exchange
Memory sentiment took a hit Monday following a report that Samsung Electronics will begin producing next-generation HBM4 chips as soon as next month, with plans to supply them to Nvidia. High-bandwidth memory (HBM) is a type of specialised DRAM commonly used in AI servers and accelerators. Reuters
Cost pressure on hardware makers remains a key issue. Compal Electronics CEO Anthony Peter Bonadero flagged last week that soaring memory prices resemble “a super cycle.” He cautioned that this spike will ripple through products ranging from PCs to consumer electronics. Reuters
Winbond reported a 13.22% jump in consolidated revenue for December 2025 compared to November, reaching NT$9.77 billion. That’s up 53.33% year-on-year. On an unaudited basis, full-year revenue climbed 9.55%. Winbond
A filing on Taiwan’s market disclosure platform revealed that Winbond placed an order for production equipment totaling around NT$6.81 billion. The counterparty for the deal is Lam Research International Sdn. Bhd. Yahoo Finance
Winbond, reportedly holding about 1% of the DRAM market according to Reuters, has signaled a sharp ramp-up in capacity. “Many customers have been coming to us saying, ‘I really need your help,’” President Pei-Ming Chen told Reuters in December, highlighting strong demand for traditional memory amid the AI surge. Reuters
There are a few risks for bulls here: the exchange could extend its surveillance measures if trading remains volatile, while a stronger Taiwan dollar might squeeze exporters’ margins. On Jan. 24, Taiwan’s central bank weighed in, saying the impact of a U.S.-Taiwan trade deal on the forex market remains within a “controllable range.” Investors have been watching this closely, given its implications for the island’s tech supply chain. Reuters
Winbond faces a crucial moment on Tuesday, when trading could return to normal if the disposal period wraps up as planned on Jan. 26. After that, eyes will shift to the upcoming monthly revenue report and new signals on memory pricing, driven by AI-related demand squeezing capacity.
