旺宏电子公布最新业绩

Group 1 - The core viewpoint of the articles indicates that Winbond Electronics has shown a positive trend in its financial performance, with significant revenue growth in December 2025 compared to previous months and the same period last year [1][3] - The consolidated revenue for December 2025 reached NT$26.32 billion, marking a 7.7% increase from NT$24.44 billion in November and a substantial 44.9% increase year-over-year [1] - The total consolidated revenue for the fourth quarter was NT$77.33 billion, reflecting a decline of over 5% from the third quarter and a slight decrease compared to the same period in 2024 [1] Group 2 - For the full year of 2025, the consolidated revenue amounted to NT$288.8 billion, representing an 11.6% year-on-year growth [1] - Inventory levels decreased to approximately NT$101 billion in the third quarter, down from NT$121 billion in the second quarter, indicating ongoing inventory reduction which may support future gross margin recovery [1] - The operational outlook for Winbond is optimistic due to the exit of major international competitors from the market and a rebound in demand from the automotive and industrial control sectors [3] Group 3 - NOR Flash prices are expected to continue rising in the first half of the year, providing Winbond with an opportunity to achieve profitability [3] - The transition of SLC NAND production from 36nm to 19nm is anticipated to lower unit costs [3] - The exit of international manufacturers from the MLC NAND market is expected to enhance Winbond's shipping opportunities in eMMC and related applications [3]