ADATA: Q3 DRAM to rise 30%, NAND 40%!
ADATA Technology, a major memory module maker, has reported strong June 2026 revenues. At the same time, Chairman Chen Libai warned that DRAM and NAND Flash prices will see another sharp increase in the third quarter of 2026, with both product lines on a clear upward trajectory — the memory industry’s growth channel is still accelerating.
📊 June 2026 consolidated revenue
- NT$14.66 billion — up 13.3% month‑on‑month, 212% year‑on‑year
- Record high for the fourth consecutive month
📈 Q2 2026 (Apr–Jun) consolidated revenue
- NT$38.16 billion — up 46.1% QoQ, 198.5% YoY
- All‑time quarterly high — third consecutive quarter breaking records
🚀 H1 2026 · already surpassed full‑year 2025
First‑half 2026 revenue: NT$64.27 billion — up 183.3% YoY, and already exceeding full‑year 2025 revenue of NT$53.04 billion. This highlights that the memory industry remains in an upward cycle, driven by AI demand, with both DRAM and NAND Flash prices rising in tandem.
Price hike alert · Q3 2026
Chairman Chen Libai stated that memory makers have notified customers of Q3 contract price increases:
- DRAM — up 20% to 30%
- NAND Flash — up 35% to 40%
Both product lines remain in an upward price trend, which will continue to support ADATA’s performance.
📰 Industry context
Earlier reports indicated that Samsung Electronics is negotiating Q3 DRAM ASP increases of up to 20%, following Q1 and Q2 hikes of 90% and 50–60% respectively.
UBS forecasts DRAM prices to rise 32% in Q3 and another 18% in Q4; NAND Flash is expected to rise 30% in Q3 and 12% in Q4.
Chen Libai noted that with rising chip prices, ADATA’s inventory strategy and product mix advantages are paying off. Combined with stable demand from industrial‑control and enterprise customers, the company expects revenue growth momentum to continue into the second half of the year, with a target of doubling annual revenue.
🔮 Outlook · tight supply to persist
Looking ahead, Chen is bullish on continued strong AI‑driven memory demand. He expects memory makers will have even less capacity to allocate to general‑purpose DRAM and consumer NAND Flash next year, keeping the supply‑demand balance tight.
To secure supply, ADATA is strengthening strategic partnerships with upstream suppliers and has already begun signing long‑term supply agreements (LTAs) with key global vendors for next year, locking in critical capacity to meet demand from AI servers, industrial‑control, PC brands, and enterprise customers.