Transcend's Revenue Surges 440.61% in January 2026, Setting a New Monthly Revenue Record

Benefiting from the surge in global demand for AI servers, large-scale shipments of industrial control projects, and a steady rise in memory prices, memory module manufacturer Transcend Information achieved remarkable revenue growth in January 2026. The company's consolidated revenue for the month reached NT$4.76 billion (approximately RMB 1.0472 billion), a 55.68% increase month-on-month and a significant 440.61% increase year-on-year, breaking its previous record for highest monthly revenue.

This impressive performance was primarily driven by three main factors. First, the continued surge in global demand for AI servers and data centers became the core growth engine, with the huge demand for high-performance storage products directly boosting the company's revenue. Second, the company's long-term, in-depth investment in the industrial control field has yielded fruitful results, with the high-end embedded market making a significant contribution. Currently, revenue from industrial control-related applications accounts for as much as 75%, becoming a stable pillar of the company's performance. Third, the global storage market entered an upward cycle due to supply and demand imbalances, with DRAM and NAND flash memory prices steadily and strongly rising, providing key support for the company's revenue growth at the industry level. These three factors combined to achieve this record-breaking performance.

Transcend's explosive growth is a microcosm of the storage industry entering a boom cycle. In January 2026, five of the seven major Taiwanese storage manufacturers that have announced revenue figures achieved record highs. Phison, ADATA, and Nanya Technology all achieved year-on-year growth of more than double, indicating that the industry has entered a structural growth phase driven by AI. Transcend stated that it will continue to monitor market dynamics and flexibly adjust its business strategies, maintaining the quality and service advantages of 100% Taiwanese manufacturing while striving to optimize operational efficiency and challenge for even better performance.