TAIPEI (Taiwan News) — Adata said Tuesday it hit a record December and Q4 revenue, pushing full-year sales past NT$50 billion (US$1.59 billion) for the first time.

December revenue reached NT$5.81 billion, up 101.2% from a year earlier and 3.8% from November, per CNA. DRAM accounted for 69% of sales, SSDs 21.6%, and memory cards, USB drives, and other products 9.4%, per UDN.

Q4 revenue totaled NT$15.871 billion, a 9.5% rise from the previous quarter, with DRAM contributing 63.5%, SSDs 25.5%, and other products 11%. Full-year revenue climbed 32.5% to NT$53.043 billion, led by DRAM at 60.8%, SSDs 26.7%, and other products 12.5%.

Adata Chair Chen Li-pai (陳立白) said AI applications from mid-Q3 2025 triggered a surge in memory demand. Upstream suppliers prioritized cloud service providers, creating structural shortages and driving sharp price increases in DRAM and NAND flash memory.

Chen added that upstream supply remains limited and money alone does not guarantee access. Adata accelerated purchasing from Q3, leveraging strategic alliances to raise inventory by December and fully support key customers.

Global memory suppliers have reported tight supply and strong pricing amid AI demand. Prices for DRAM and NAND flash have surged as cloud data centers and AI infrastructure consume large volumes of chips, tightening supply for broader markets.