ADATA Posts Record Q1 2026 EPS of NT$30.05 as AI Demand Drives Memory Prices Higher
ADATA Technology is a major Taiwanese memory module maker whose products span DRAM, NAND Flash and storage devices. Expanding generative AI infrastructure and computing centers is fueling demand for high-bandwidth, high-capacity memory. The resulting supply constraints and price increases are directly boosting memory companies’ inventory values and profitability.
ADATA reported after-tax earnings per share of NT$30.05 for the first quarter of 2026, a record quarterly high for the company. Chairman Simon Chen said AI-driven memory demand had become the norm and forecast that contract prices would rise by at least another 40% in the second quarter of 2026. The company is also actively expanding into the global computing-center market.
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The history behind this eventADATA Revenue Hits Record as AI Drives Memory Supercycle
ADATA Technology is a Taiwanese memory-module maker whose business is closely tied to DRAM and NAND Flash pricing and supply-demand cycles. Chairman Simon Chen said AI servers and related applications are increasing memory consumption, lifting prices and orders. The industry is entering a new “supercycle,” he said, making supply stability a key competitive factor.
ADATA's monthly revenue reached another record high in June 2026. Cumulative first-half revenue also set a record for the period and surpassed the company's full-year 2025 revenue, although no actual figures were disclosed. To meet demand from customers including AI-server operators, the company has signed long-term contracts with major DRAM and NAND Flash suppliers to secure production capacity and supplies in advance.
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