What Winbond makes for data centers
public · HQ Taiwan
Winbond is a publicly listed company and based in Taiwan. It appears on 2 parts of the AI data center — DRAM and Timing, security & misc board silicon — in the role of manufacturer. Those parts sit in Layer 2 — Memory & storage and Layer 4 — Servers, racks & integration. Its shares trade on Taiwan Stock Exchange as 2344.TW. DRAM is flagged as a supply constraint in this catalog.
Parts, by layer
Layer 2 — Memory & storage
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Timing, security & misc board silicon | manufacturer | inferred | Analog Devices, Infineon, Microchip, Renesas, SiTime, Texas Instruments | and Macronix (2337.TW) boot flash |
Where Winbond sits in the stack
Winbond's placements in this catalog cover 2 parts, from layer 2 (memory & storage) to layer 4 (servers, racks & integration). One of them is tagged constrained, meaning a sourced shortage rather than a long lead time. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- DRAMconstrained — Off-package system memory — DDR5 modules for host CPUs and LPDDR5X soldered near Nvidia's Grace CPU — that holds the working data a server's processors operate on.
- Timing, security & misc board silicon — Clock and timing chips, TPM security modules, and boot flash — the smaller fixed-function silicon that supports the CPU, GPU and BMC on every board without doing the compute itself.
Closest peers in this catalog
Monthly revenue (TWSE/TPEx filing)
| Month | Revenue (TWD m) | MoM | YoY |
|---|---|---|---|
| 2026-09 | 28,249 | 3.4% | 256.7% |
| 2026-08 | 27,309 | 2.0% | 289.4% |
| 2026-07 | 26,773 | 30.0% | 291.6% |
| 2026-06 | 20,597 | 3.0% | 189.9% |
| 2026-05 | 20,001 | 3.9% | 182.0% |
| 2026-04 | 19,245 | 32.7% | 182.2% |
| 2026-03 | 14,501 | 21.1% | 91.5% |
| 2026-02 | 11,973 | 1.6% | 88.5% |
| 2026-01 | 11,778 | 20.6% | 94.2% |
| 2025-12 | 9,770 | 13.2% | 53.3% |
| 2025-11 | 8,630 | 4.9% | 38.7% |
| 2025-10 | 8,225 | 3.9% | 34.9% |
Latest feed
- Samsung reportedly turns to Winbond for TV DRAM as legacy memory supply tightens — DigiTimes, 2026-10-05Samsung is reportedly sourcing TV DRAM from Winbond as the supply of legacy memory components becomes increasingly constrained.
Questions about Winbond
- What does Winbond make for AI data centers?
- This catalog places Winbond on 2 parts: DRAM (manufacturer) and Timing, security & misc board silicon (manufacturer).
- Is Winbond publicly traded?
- Yes — Winbond is listed on Taiwan Stock Exchange under 2344.TW. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Winbond based?
- Taiwan, per the company record in this catalog.
- Who else makes DRAM for AI data centers?
- Micron, Nanya, SK Hynix, Samsung Electronics and CXMT are also placed on DRAM in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Winbond the mix is 1 disclosed and 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.