Adata Chen Li-Pai: Memory to Be One of the Most Scarce Resources in the Next Decade, Prices Still Seen Rising in 2H26

According to media reports, Adata Chairman Chen Li-Pai stated that it is premature to talk about an AI bubble at this stage. In the future, AI applications will expand comprehensively across different business models including B2B, B2G, B2C, and B2B2C, with computing power demand continuing to grow. He believes that two of the most scarce global resources over the next decade will be memory and electricity (particularly green power). With supply expansion constrained, Chen expects memory prices to continue rising in the second half of the year. As long as product quotations move higher and there is sufficient inventory available for sale, there is no reason for related companies' profits to be revised downward, and profit opportunities in the second half are expected to continue increasing.