DDR4火爆 下游存储器模组厂沾光

Group 1 - DDR4 prices have surged, benefiting upstream chip suppliers like Nanya Technology and Winbond, as well as downstream memory module manufacturers such as ADATA, Apacer, and I-DATA, leading to strong performance in June [1] - ADATA reported June revenue of NT$46.98 billion, marking a 12.69% month-over-month increase and a 59.05% year-over-year increase, achieving the highest monthly revenue in over 15 years [1] - The company anticipates continued growth momentum into Q3, supported by increased customer inventory demand and improving gross margins compared to Q1 [1] Group 2 - I-DATA's June revenue exceeded NT$10 billion, reaching NT$10.3 billion, with a year-over-year increase of 37.52%, driven by stable industrial control projects and initial success in edge AI deployment [1][2] - Looking ahead to the second half of the year, I-DATA has prepared inventory to maintain supply stability amid global economic uncertainties, expecting performance to surpass the first half due to project implementation and growing edge AI demand [2] - Apacer's revenue for the first half of the year reached NT$47.61 billion, reflecting a year-over-year increase of 24.31%, as major manufacturers announced DDR4 production halts, leading to a surge in urgent orders to fill potential demand gaps [2]