News / Taiwan / economic_daily
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.
Read original
More in Electronic Technology
Electronic Technology · cnbc · 2026-08-25
Apple is updating its Mac Mini and Mac Studio desktop computers with new M5 and M6 chips to better support local artificial intelligence model development.
TSM, AAPL, QQQ, XLK, TSM, SOXX
Electronic Technology · cnbc · 2026-08-25
Investors digest a mix of geopolitical trade threats, retail earnings misses from Dick's Sporting Goods, and Nvidia's ongoing stock market losing streak.
.SPX, @GC.1, VIG, BRK.B, V, META, MSI, GS, PSKY, WBD, NVDA, DKS, NBIS, UAL, @GC26Z, VIG, @LCO27F, @LCO26V, XLE, XRT, QQQ, NYYY, SOXX
Electronic Technology · economic_daily · 2026-08-25
Taiwanese listed companies achieved record-breaking revenue and pre-tax profits in the first half of the year, fueled by surging demand for AI-related technologies.
Latest in Taiwan
Transportation · economic_daily · 2026-08-25
U-Ming Marine saw its stock price jump 7.8% on heavy volume today as market sentiment remains bullish on the outlook for dry bulk shipping rates.
Finance · economic_daily · 2026-08-25
Cathay Financial is attracting market attention with rising volume and share prices, as analysts weigh in on the key factors driving its current performance.
Electronic Technology · economic_daily · 2026-08-25
Taiwanese listed companies achieved record-breaking revenue and pre-tax profits in the first half of the year, fueled by surging demand for AI-related technologies.
Electronic Technology · economic_daily · 2026-08-25
Taiwanese markets remain cautious ahead of NVIDIA's earnings, the Jackson Hole symposium, and US PCE inflation data, prompting analysts to advise a defensive stance.