Adata: Memory Price Uptrend to Continue Through 1H27, DRAM Supply to Tighten Further in 2027

According to media reports, Adata recently stated at its investor conference that driven by increasing demand, rising prices, and stable supply sources, the company expects its third-quarter operations to outperform the second quarter and further expand its full-year operating results. The company is optimistic that DRAM and NAND Flash prices are likely to maintain an upward trend from the fourth quarter through the first half of 2027. At present, memory market supply remains persistently tight, with DRAM supply expected to be even tighter in 2027 than in 2026. As PC and server platforms continue to undergo upgrades, DDR5 has become the mainstream choice in the market. In the long term, DDR5 is expected to face tighter supply conditions compared to DDR4.