ADATA: January Consolidated Revenue Up 198.92% YoY, Annual Revenue Expecting for Double Growth

On February 4, 2026, ADATA released its latest financial performance. In January 2026, the company’s consolidated revenue reached NT$8.412 billion (approximately RMB1.84billion), marking a significant year-on-year increase of 198.92% and a month-on-month growth of 44.78%. This achievement set a new monthly record for the second consecutive month.By product segment, DRAM business contributed NT$5.741 billion (around RMB1.26billion) in revenue for the month, accounting for 68.26% of the total revenue, with sales volume surging 296.34% compared to the same period of last year. SSDs accounted for 23.91% of revenue, while memory cards, USB flash drives, and other products collectively made up 7.83%.

ADATA Chairman Chen Libai stated that the three major memory manufacturers have already notified that their production capacity for this year is fully sold out, confirming a supply shortage throughout the year. Prices for DRAM and NAND Flash have already turned upward, with no possibility of a decline.

To address the continuously tight supply, ADATA is accelerating its procurement and inventory buildup. Chen Libai revealed that the company aims to increase its inventory level to over NT$30 billion by the end of the first quarter of 2026 to ensure customer demand is met and to lock in cost advantages. Thanks to proactive planning, the company expects its gross margin to remain at a high level in the first quarter, with the potential to achieve outstanding operational performance once again.

Chen Libai further analyzed that due to the time required for new production capacity, the earliest relief for market pressure is expected in the second half of 2027. Meanwhile, the continuous advancement of artificial intelligence drives demand for high-performance memory. The structural imbalance between supply and demand makes it a certainty that memory prices will remain high throughout 2026.

With its strong channel control and inventory management capabilities, ADATA is well-positioned to benefit from this industry trend, and a doubling of annual revenue is highly anticipated.