AI Server Demand Drives Record June Revenues For Taiwanese Memory Assemblers ADATA Transcend Innodisk And Apacer With Bullish Growth Expected To Continue
Significant demand for artificial intelligence servers, industrial control systems, enterprise class storage and edge computing is propelling prices for memory contracts higher at an unprecedented rate. In fact, this pronounced acceleration within the marketplace has given rise the first ever period of record revenues for Taiwanese memory module assemblers in June. As per reports in the Taiwanese semiconductor press, the first half revenues of market leaders, ADATA, Transcend, Innodisk and Apacer, already exceeded their entire 2025 annual totals, indicating that the semiconductor memory industry is in for an extended bullish phase.
Unit revenues at ADATA surged to a new monthly record of NT$14.661 billion in June, reflecting a 13.28% month on month gain and a 212.06% year on year growth. The positive momentum continued into the second quarter with conglomerate revenues clocking in at NT$38.159 billion, representing a massive 46.21% increase quarter on quarter and 198.49% increase when annually compared. The first six month period saw revenues of NT$64.272 billion, or an increase of 183.33% relative to the same period the year prior, comfortably surpassing the entire NT$53.04 billion annual revenue of 2025.
ADATA Chairman Simon Chen revealed that prices are expected to improve further in the third quarter. As announced by core memory chip producers, DRAM contract prices in the third quarter are estimated to increase 20% to 30%, while NAND Flash contract prices are predicted to grow 35% to 40%. To address supply demand tightness, ADATA has locked in significant long term quantities with core memory chip suppliers to ensure capacity requirements will be met by key clients over the course of the second half.
Transcend posted revenues of NT$5.068 billion in June, a slight 19.53% decline versus the prior month but a jaw dropping 381.55% versus last year. Revenues for the second quarter of this year came in at NT$18.815 billion, representing a 38.06% increase over the first quarter and a 482.44% lift year on year. Revenue for the six month period totaled NT$32.444 billion, well above full 2025 revenues of NT$17.13 billion. Company officials pointed to the proliferation of edge computing, which significantly increased sales of high capacity, high stability storage modules for use in industrial automation and automotive applications.
Innodisk reached monthly revenues of NT$8.208 billion, an 8.51% decline from May but a substantial 696.31% increase versus the same month a year prior. The company generated revenues of NT$22.443 billion during the second quarter, or a 70.25% increase as compared with the first quarter and a 641.09% lift over the same three month span the year prior. Innodisk generated first half revenues of NT$35.626 billion, representing a 530.86% year on year increase.
Finally, Apacer finished the month of June with revenues of NT$2.914 billion, barely any change from the previous month (,3.61%) but a dramatic 200.65% rise over the same period last year. Revenue for the second quarter was NT$9.676 billion, rising 37.4% quarter on quarter and 256.74% year over year. First half revenues for the company ended at NT$16.718 billion, from 251.11% higher than the same period in 2025.
According to market analysts focused on the memory sector, tight supply for both DRAM and NAND Flash is not expected to ease any time soon. Currently, manufacturers of memory modules appear to be taking advantage of elevated price levels on the back end of low price inventories. As contract prices continue to ascend, their operating margins should remain intact. As the bandwidth intensive production of memory modules remains the priority at cutting edge fabrication plants and high capacity consumer grade NAND Flash applications are heavily suppressed in favor of less demanding markets, the unequal balancing of supply and demand looks to bolster revenues for quite some time.
