[News] Memory Rally Extends as ADATA Reportedly Sees Q3 DRAM Prices Up 20-30%, NAND Up 35-40%
Memory pricing is expected to extend its rally amid surging AI demand. Citing ADATA Chairman Simon Chen, Taiwan’s Economic Daily News and Commercial Times report that memory makers have notified customers of another 20%-30% increase in DRAM contract prices for Q3, while NAND Flash contract prices are set to climb 35%-40%.
The outlook broadly aligns with TrendForce‘s forecast, which projects DRAM contract prices to rise another 13%-18% in the third quarter, while NAND Flash contract prices are expected to increase 10%-15% QoQ.
ADATA has already benefited from the ongoing memory upcycle. According to the Economic Daily News, the company posted consolidated revenue of NT$64.27 billion in the first half of the year, already surpassing its full-year 2025 revenue of NT$53.04 billion. June revenue also reached a record NT$14.66 billion, marking a fourth consecutive monthly high.
Commercial Times adds that rising memory prices, favorable inventory positioning, and steady industrial and enterprise demand are expected to drive ADATA’s 2026 revenue toward its goal of doubling from a year earlier. Citing Chen, the report further notes that memory makers are expected to allocate even less capacity to mainstream DRAM and consumer NAND Flash next year, keeping market conditions tight.
Taiwan Memory Players Deliver Record Results
The memory upcycle is also lifting other Taiwanese DRAM players. According to Liberty Times, Nanya Technology posted preliminary June revenue of NT$29.39 billion, up 6.21% MoM and 621.34% YoY, extending its streak of record monthly sales to eight consecutive months.
Commercial Times adds that Nanya has emerged as a key DDR4 supplier as Samsung, SK hynix, and Micron continue shifting capacity toward HBM and DDR5, tightening DDR4 and LPDDR4 supply and driving DRAM prices higher.
Notably, Nanya is also gaining more visibility in the AI supply chain. The Economic Daily News reports that Qualcomm unveiled its biggest push yet into the AI data center market at its annual investor day in late June, naming Nanya alongside Samsung, Micron, and SK hynix among its first batch of 35 partners.
Meanwhile, Winbond is also riding the favorable memory cycle. Commercial Times notes that the company’s consolidated revenue reached NT$20.60 billion in June, up 2.98% MoM and 189.88% YoY, marking its seventh consecutive monthly record. First-half revenue totaled NT$98.10 billion, up 139.2% YoY, already surpassing its full-year 2025 revenue.
The report suggests that Winbond has benefited from a recovery in demand for legacy DRAM, with DDR3 and DDR4 spot and contract prices regaining growth momentum since June. Analysts cited by the report expect the company’s DRAM average selling prices (ASPs) to rise 50%, 30%, and 10% from Q2 to Q4, respectively, with prices expected to remain stable in 2027.
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(Photo credit: ADATA)
