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🇹🇼 Taiwan /Economy & Trade

Etron Technology Stock Soars on Memory Market Revival and AI Demand

From Liberty Times · () Chinese

Translated from Chinese, summarized and contextualized by DistantNews.

At a glance

News Named sources Context piece
  • Taiwanese memory chip company.»鈺創« (Etron Technology) saw its stock price surge to the daily limit, driven by a recovery in the memory market and strong demand for AI applications.
  • The company reported significant revenue growth in June and the second quarter, with orders extending into the first half of next year.
  • Analysts predict continued price increases for DRAM, with Etron Technology expected to benefit from its focus on AI and edge computing innovations.

Etron Technology (鈺創), a Taiwanese memory chip manufacturer, experienced a significant surge in its stock price, hitting the daily limit. This rally is fueled by a broader recovery in the memory market and burgeoning demand from artificial intelligence applications. The company's stock reached NT$98.2, with substantial trading volume and buy orders.

The company's recent performance has been robust. In June, Etron Technology reported a 14.4% month-on-month increase and a 657.48% year-on-year rise in consolidated revenue. This marks the third consecutive month of record-high revenues. The second quarter also saw impressive growth, with revenue increasing by over 240% quarter-on-quarter, setting a new record for the period.

Memory market demand is recovering, and the supply-demand situation is undergoing structural changes. Shortages may only gradually ease in the second half of next year.

— Etron TechnologyDescribing the market outlook and the company's order visibility.

Etron Technology's order visibility extends into the first half of next year, indicating strong market confidence. The company anticipates a structural shift in memory supply and demand, with shortages potentially easing only in mid-to-late 2026. DRAM prices are projected to rise by 10% to 20% monthly, with this trend expected to continue through the third quarter. Etron Technology is strategically positioned to capitalize on this trend, particularly with its ongoing investments and focus on innovative products for AI edge computing and robotics.

DRAM prices are expected to increase by 10% to 20% monthly, with the price increase continuing at least until the third quarter.

— Etron TechnologyForecasting price trends in the DRAM market.
DistantNews Editorial

Originally published by Liberty Times in Chinese. Translated, summarized, and contextualized by our editorial team with added local perspective. Read our editorial standards.

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