TAIPEI (Taiwan News) — Macronix International and Adata Technology expressed confidence in the second half of the year, citing strong AI-driven demand.
At separate investor conferences Tuesday, Macronix said third-quarter orders and pricing should continue supporting high gross margins, while Adata forecast further revenue growth as tighter memory supply and higher prices boost demand, per Liberty Times. Both companies expect AI applications to remain a key growth driver.
Macronix President Lu Chih-yuan (盧志遠) said demand for NAND flash and eMMC products continues to outpace supply, while AI servers have more than doubled demand for high-density NOR flash. He said prices for eMMC and SLC NAND are expected to keep rising into the fourth quarter.
Macronix’s board approved NT$15.8 billion (US$487 million) in capital spending to expand production capacity next year, per MoneyDJ.
Macronix reported a record second-quarter gross margin of 64.4%, up 23.6 percentage points from the previous quarter, per CNA. Net profit climbed to NT$7.74 billion, up 335% quarter-on-quarter and 706% from a year earlier, while earnings per share reached NT$3.91.
Adata Chair Chen Li-pai (陳立白) said memory demand is expected to continue growing in the third quarter as AI adoption expands worldwide. He said DRAM supply remains tight, with production capacity at the three major manufacturers fully booked through 2027, while AI servers and high-bandwidth memory are consuming a growing share of output.
Adata posted a second-quarter gross margin of 42.1% and net profit of NT$10.4 billion, up 9% from the previous quarter and more than tenfold year-on-year, per MoneyDJ. The company said enterprise storage demand is also tightening NAND flash supply, supporting a positive outlook for the rest of the year.
