Adata Hits Record Revenues in June and Q2, Surpasses 2025 Full-Year Earnings

Memory module manufacturer Adata (3260) announced record-breaking revenues for June and the second quarter, with its first-half earnings already exceeding the entire previous year. The company's consolidated revenue for June reached NT$14.66 billion, marking a 13.3% increase from the previous month and a 212% surge year-on-year. This achievement follows four consecutive months of record highs.

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DRAM contract prices will continue to rise by 20% to 30% in the third quarter, and NAND Flash will also increase by 35% to 40%.

The second quarter saw consolidated revenues of NT$38.16 billion, up 46.1% quarter-on-quarter and 198.5% year-on-year. For the first half of the year, Adata's cumulative revenue stood at NT$64.27 billion, surpassing the NT$53.04 billion recorded for all of 2025, with a year-on-year increase of 183.3%. This strong performance is attributed to the simultaneous rise in DRAM and NAND Flash prices.

Adata Chairman Arthur Chen anticipates continued growth in the second half of the year. He noted that DRAM contract prices are expected to increase by 20% to 30% in the third quarter, with NAND Flash prices rising by 35% to 40%. Coupled with strategic inventory management and product mix advantages, Adata expects its revenue to potentially double this year. Chen also highlighted the robust demand for memory driven by AI applications, predicting a continued tight supply for general-purpose DRAM and consumer-grade NAND Flash next year.

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The demand for memory driven by AI applications continues to grow robustly.

To solidify its competitive position in the AI supply chain, Adata is strengthening its strategic partnerships with upstream memory manufacturers. The company has signed long-term supply agreements with major global suppliers for next year, securing critical production capacity. This proactive approach ensures a stable and sufficient supply of components for AI servers, industrial control systems, PC brands, and enterprise-level clients, reinforcing Adata's role in the burgeoning AI industry.

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Next year, memory manufacturers will be more willing to allocate capacity to general-purpose DRAM and consumer-grade NAND Flash, and the supply and demand will remain tight.