Winbond Electronics said its core memory operations are improving despite foreign exchange-related losses widening its bottom line. DDR3 and DDR4 prices have been rising since June 2025 and are expected to rise further in the second half. The company’s custom memory segment (CMS) is also gaining traction, with AI-optimized CUBE products projected to begin contributing revenue in late 2026 and account for up to half of CMS sales by 2028.

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