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Adata: positive view of DRAM market conditions

Thanks to the trend of DRAM shortages and the high price of NAND Flash, the memory module giant Adata(3260-tw) has announced the revenue of 29.43 billion yuan in November, the highest in nearly 49 months. The total revenue of the previous November consolidated revenue was 29.673 billion yuan, up 41.63 percent.

Adata, chairman of Simon Chen stressed that the positive cycle, DRAM demand and profit in the short term view capacity issues of global DRAM maker is rational, did not have dramatically on the ecological destruction industry plan, so continue to praise DRAM market.

DRAM prices, he said, the fourth season is clear, the PC plant and downstream channel customers stock up attitude is still active, and at the end of the shopping season were launched, consumer demand such as memory card, usb drive, mobile power back to the warm, drive the November consolidated revenue is 7.68% in October, year increased by 14.75%.

In November, the DRAM product revenue was 1.64 billion yuan, up 12.67 percent, accounting for 55.72 percent of the total revenue. The total revenue of non-dram products, such as memory card, flash disk, state solid disk (SSD) and external hard disk, was 1.99 billion yuan, up 1.99 percent, accounting for 44.28% of total revenue.

Simon Chen stressed that the positive cycle, DRAM demand and profit in the short term view capacity issues of global DRAM maker is rational, also did not have sharp ecological destruction industry plan, therefore continuous positive view of DRAM Conditions.

As for NAND Flash, he said the overall demand for supply and demand in the first quarter of next year is expected to shift in the first quarter of next year due to a gradual improvement in the production of 3D NAND Flash in the upper reaches.

Simon Chen engaged in the technology industry for more than 20 years, has been awarded "ernst &young entrepreneur award" in 2017, adata pointed out that after more than six months, phase of the trial, after review, the jury agreed that Simon Chen vision of excellence, with foresight and courage, at the same time pay more attention to talents and patent development, can be after a period of turmoil in the global economy and industry, led the adata continues to grow, so was awarded the "intelligent foresight entrepreneurs award".