Infineon2026-09-18 01:26:09Infineon to Sell NOR Flash and F-RAM Business to Winbond for $1.12 Billion, Reviving the Spansion NameInfineon Technologies said on Sept. 16 that it will sell its NOR Flash and F-RAM business to Winbond Electronics in a $1.12 billion deal, with closing targeted for the second half of 2027. Winbond plans to run the business as a standalone company based in San Jose, California, and bring back the Spansion brand, a name that disappeared after Spansion was folded into Cypress in 2015. The transaction does not cover Infineon’s entire memory portfolio. SRAM, HYPERRAM, nvSRAM, and radiation-hardened memory based on SONOS technology will remain with Infineon and continue serving automotive, industrial, infrastructure, aerospace, and defense markets. The report says Winbond sees strategic value in buying an established memory business with more than 30 years of experience, an existing supply chain, R&D operations, and customer relationships in sectors where qualification cycles are long. Infineon, for its part, said it will sharpen its product portfolio and capital allocation around core growth areas, as it continues to expand in automotive, power semiconductors, and AI data center power management.530
Winbond2026-08-07 07:02:35Winbond targets top global SLC NAND supplier spot by 2027 as DRAM shortages stretch onWinbond said DRAM supply will remain tight through 2027 and could get even tighter next year, while some customers are already discussing long-term supply agreements for 2029 and 2030. The company also outlined a plan to become the world’s largest SLC NAND supplier by 2027, backed by capacity expansion in Kaohsiung and a shift to 16nm. Analysts say the market is underestimating SLC demand tied to CMX and CXL-based AI server expansion.940
CXMT2026-07-28 03:58:04CXMT’s Shanghai debut surges as Taiwan memory stocks hit limit downChinese memory maker ChangXin Memory Technologies, or CXMT, debuted on the Shanghai Stock Exchange on July 27 and its share price jumped about 465% to 466% on the first trading day, with fundraising totaling roughly $8.6 billion. The move quickly triggered concerns in the market that future Chinese DRAM capacity expansion could reshape global supply and demand. In Taiwan’s stock market, memory names came under heavy pressure in early trading, with Nanya Technology, Winbond Electronics, and Macronix all falling to limit down. The report said the IPO proceeds are expected to be used for capacity expansion, but turning new investment into actual volume production usually takes more than one to two years. It also noted that CXMT currently serves mostly domestic demand in China, while questions remain over whether future mass-produced products can compete with other major suppliers on quality. On that basis, the article said any meaningful industry impact may not become clear until after 2027. The same report, citing Economic Daily News, said industry sources expect memory price gains to moderate after a sustained rise, as higher memory costs have started to squeeze customers’ budgets for other components and disrupted broader supply-chain ordering rhythms.530
