Winbond’s trading volume ranked second among Taiwanese stocks, and its stock price soared by more than 6%.

[Reporter Lin Yiru/Taipei Report] Memory manufacturer Winbond (2344) benefited from Huida CEO Huang Renxun’s optimism about OpenAI’s new generation model GPT-6 Astra will kick off the era of general artificial intelligence (AGI), stimulating an explosion in demand for memory. Winbond's stock price opened higher today (8th), once soaring more than 6%, standing at 192 yuan. As of 10:36 a.m., it surged 5%, and was temporarily quoted at 189 yuan. The transaction volume reached 160,000, and the transaction amount reached 30.4 billion yuan, ranking second in Taiwan's listed counters.

Legal experts believe that Winbond's niche DRAM and SLC markets are still in serious short supply in the third quarter, with prices rising by about 50% quarter-on-quarter. NOR Flash has benefited from large CSP customers' active stocking, which has squeezed out the supply of production capacity for other applications. The overall price increase is estimated to be around 30%.

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Judging from the trends of the three major legal persons, foreign investors bought 47,000 lots yesterday and bought twice in a row, totaling more than 52,000 lots. The self-operated traders bought more than 3,928 lots on the same site, and only put in letters to sell 1,360 lots. The three major legal persons bought 49,000 lots together yesterday.

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