📰 DigiTimes 实时DigiTimes RealtimeCodex · 实盘不做把握 5/10
北京时间·🕒 发布 07-08 10:32:01时区推断·⟳ 抓取 07-08 10:32:01回填·⚡ 决策 07-09 00:43:07·110.7 天前
威刚、南亚科、钰创6月营收创高，内存涨价周期继续发酵
DigiTimes报道的核心是台系内存公司月度营收创高，验证DRAM/NAND涨价与AI需求景气，但属于行业景气与月营收确认型信息，不是单一公司新增订单或利润指引上修。
📄 原文DigiTimes Realtime↗ 原文
ADATA revenue tops 2025 full-year total as memory supercycle gains pace
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不做 威刚（3260.TW）
月营收创高是内存景气确认型信息，且行情工具未能取得威刚真实价格，不能给可回测ENTER。
不做 南亚科（2408.TW）
虽然营收数据利多，但南亚科市值大、近20日已明显上涨，本条月营收新闻未证明短周期新增利润弹性足以抵消price-in风险。
不做 钰创（5351.TW）
钰创营收高增方向为正，但无法取得真实行情价格，且仅凭月营收报道不足以量化可执行edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-08 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- DigiTimes报道威刚6月营收与上半年营收创高，并同步提到南亚科、钰创6月营收创高；这是行业媒体整理月营收数据，不是公司单独重大订单公告。
- 2026-07-08 16:40 UTC市场反应stock_quote非一手南亚科（2408.TW）最新价396.0新台币，当日跌2.10%，近20日仍涨18.7%，说明内存上行周期已有明显交易痕迹但当天未形成正向追价确认。市场反应:2408.TW当日-2.10%，近5日-10.94%，近20日+18.70%。
关键理由
- DigiTimes报道的核心是台系内存公司月度营收创高，验证DRAM/NAND涨价与AI需求景气，但属于行业景气与月营收确认型信息，不是单一公司新增订单或利润指引上修。
- 南亚科（2408.TW）市值约1.23万亿新台币，近20日已涨18.7%、13周路径从100升至187，事件更像既有内存上行周期的确认而非新的低扩散惊喜。
- 威刚（3260.TW）与钰创（5351.TW）更贴近本事件，但行情工具未能取得真实价格，且月营收新闻无法量化新增可触达收入相对市值的边际增量，不满足ENTER的价格与edge要求。
主要风险
- 内存价格继续快速上行可能让台系内存股后续仍有趋势行情，但本条信号本身缺少新的公司级可交易边界。
- 内部KB检索实际调用超时，未能补到付费研报对本次月营收超预期幅度的判断。
工具调用 · 历史记录,结果未知(3 种)
- stock_quote · 结果未知
- kb_search · 结果未知
- price_snapshot · 结果未知
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ADATA revenue tops 2025 full-year total as memory supercycle gains pace
Siu Han
, Taipei
Jul 8, 2026, 10:31
0
Credit: DIGITIMES
ADATA Technology posted another record month in June 2026, pushing its first-half 2026 consolidated revenue to NT$64.27 billion(US$2.0 billion) and surpassing its full-year 2025 total of NT$53.04 billion ahead of schedule. The Taiwan-based memory module maker said the results reflected AI-driven demand that is fueling a new memory supercycle.
The company reported June consolidated revenue of NT$14.66 billion, up 13.28% from May and marking a fourth straight monthly high. Second-quarter 2026 revenue reached NT$38.16 billion, up 46.1% quarter over quarter and 198.5% year over year, setting another record and extending the company's run of peak quarterly performance to three straight quarters.
ADATA said the gains came as both DRAM and NAND Flash prices strengthened. In its product mix, DRAM revenue rose to NT$9.76 billion in June, or 66.6% of total revenue, while SSD revenue contributed NT$4.22 billion, equal to 28.8%. Memory cards, USB flash drives, and other products accounted for the remaining 4.6%.
The company also said it had deepened strategic cooperation with upstream suppliers and signed 2027 long-term supply agreements with major global vendors to secure capacity early. ADATA said the arrangements were intended to support a stable supply for AI servers, industrial computers, PC brands, and enterprise customers.
Elsewhere in the sector, Nanya Technology Corporation and Etron also reported record June revenue. Nanya posted NT$29.388 billion, up 6.21% from the prior month and 621.34% from a year earlier, while Etron reported NT$1.903 billion, up 14.4% month over month and 657.48% year over year, extending its record streak to three months.
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ADATA said the gains came as both DRAM and NAND Flash prices strengthened. In its product mix, DRAM revenue rose to NT$9.76 billion in June, or 66.6% of total revenue, while SSD revenue contributed NT$4.22 billion, equal to 28.8%. Memory cards, USB flash drives, and other products accounted for the remaining 4.6%.
The company also said it had deepened strategic cooperation with upstream suppliers and signed 2027 long-term supply agreements with major global vendors to secure capacity early. ADATA said the arrangements were intended to support a stable supply for AI servers, industrial computers, PC brands, and enterprise customers.
Elsewhere in the sector, Nanya Technology Corporation and Etron also reported record June revenue. Nanya posted NT$29.388 billion, up 6.21% from the prior month and 621.34% from a year earlier, while Etron reported NT$1.903 billion, up 14.4% month over month and 657.48% year over year, extending its record streak to three months.
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