Driven by a dual surge in both volume and pricing in the storage market, ADATA delivered a robust performance in the first half of the year. In June, its consolidated revenue reached NT$14.66 billion (hereinafter referred to as NT $ ), a year-on-year increase of 212%, marking a new all-time monthly high for the fourth consecutive month. Revenue for the second quarter reached NT$38.16 billion, setting a new record for the third consecutive quarter. The cumulative consolidated revenue for the first half of the year totaled NT$64.272 billion, already surpassing the full-year revenue of 2025 ahead of schedule.
In terms of revenue structure, DRAM accounted for 66.6% of total revenue in June, while SSDs contributed 28.8%. For the second quarter, DRAM and SSDs accounted for 60.5% and 31.9% of revenue, respectively, serving as the core pillars of its revenue.
Looking ahead, ADATA Chairman Simon Chen stated that major memory manufacturers have notified the company that DRAM contract prices are expected to rise by 20% to 30% in the third quarter, with NAND Flash prices projected to increase by 35% to 40%. He pointed out that as AI applications continue to drive up demand for storage, capacity allocated by manufacturers to general-purpose DRAM and consumer-grade NAND Flash may become even more limited next year, keeping the market supply-demand landscape tight.
To navigate these market dynamics, ADATA is continuously strengthening its strategic cooperation with upstream manufacturers and has successively signed long-term supply contracts with major global suppliers for next year to secure key capacity in advance. This move aims to ensure a stable supply for AI servers, industrial control, PC brands, and enterprise-level customers, as the company pushes toward its goal of doubling its annual revenue compared to the previous year.
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