ESMT Revenue Surge Confirms Tight Pricing in Niche DRAM

DigiTimes says Elite Semiconductor Microelectronics Technology benefited from tight supply in niche DRAM, with July revenue reaching a new monthly high after a 40% sequential increase. The company attributed the momentum to higher selling prices and stronger supply-demand conditions, and expects the second half of 2026 to exceed the first half. The data point matters because niche DRAM often serves industrial, consumer, networking, and legacy applications where replacement supply can be less flexible than mainstream PC memory. A severe capacity crunch in that segment can keep contract pricing elevated and create sourcing risk for customers that cannot quickly redesign platforms around different memory parts.