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ADATA July Revenue Hits Record High Amid Strong AI Demand

Electronic Technology · Electronic Components · economic_daily · 2026-08-06

ADATA's July revenue reached a record NT$18.38 billion, driven by surging AI demand, while Transcend also reported strong year-on-year growth.

What Happened

Revenue Performance: ADATA's July revenue hit NT$18.38 billion, a 25.4% monthly increase and a 331.3% year-on-year surge, marking its fifth consecutive month of record-breaking revenue. Transcend's July revenue reached approximately NT$5.2 billion, a record high for the same period.

Market Drivers: ADATA Chairman Chen Li-pai noted that AI demand has replaced traditional PC and smartphone cycles as the primary growth engine for the memory market, shifting the industry toward long-term demand-driven growth.

Price Trends: Due to improved supply-demand dynamics, ADATA expects DRAM contract prices to rise by over 20% in Q3, with NAND Flash prices projected to increase by 35% to 40%, supporting the company's profitability.

Positive Outlook: With strengthening customer demand and healthy channel inventory levels, ADATA expects its Q3 performance to exceed Q2, while Transcend remains optimistic about the steady demand for high-end memory products.

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