Transcend's record second-quarter profit underscores strong memory-module pricing

Transcend Information delivered record profitability in the second quarter and first half of 2026, according to the source report. Second-quarter revenue reached NT$18.82 billion, up 38.1% from the previous quarter, while gross margin reached 77.3%. Operating profit rose 44.4% sequentially to NT$14.13 billion, and net income reached NT$11.9 billion, with EPS of NT$27.70. This is a stronger financial signal than a simple revenue update because it shows memory-module pricing and margin power flowing through to earnings. For RamTrend, the result supports the view that tight memory supply and strong demand are benefiting module makers, not only upstream chip producers.