ADATA posts record 2026 profit as AI demand intensifies memory supply pressure

What happened

ADATA Technology reported record results for the third quarter and first nine months of 2026, driven by strong demand for memory and storage products as global artificial intelligence (AI) infrastructure expanded. Net income attributable to shareholders reached NT$12.61 billion (US$388.6 million) in the third quarter, up 616.4% year-over-year, while earnings per share (EPS) rose to NT$38.69. For the first nine months, EPS reached NT$101.47, and net income exceeded ADATA's combined profit over its previous 25 years. The headline additionally states that AI demand is intensifying memory supply pressure; the source does not state the cause beyond this demand driver.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 10/29/2026 · View original source