Memory chip maker Winbond Electronics’ capacity is booked into 2027 and it will be cautious taking any orders that run over 3-months amid continued strong demand, media report, noting its February sales hit a record high for the 3rd straight month, up 91.2% year-on-year to NT$23.8 billion, despite fewer working days. Winbond plans to spend NT$42.1 billion (US$1.3 billion) on capex this year, up from NT$5.5 billion last year, to boost capacity. $Lam Research(LRCX.US) $KLA(KLAC.US) $Applied Materials(AMAT.US) $ASML(ASML.US) $Tokyo Electron(TOELY.US) #Winbond #Semiconductors
Source: Dan Nystedt
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