Adata Sees DRAM and NAND Uptrend Extending Into 2027

Adata is adding a clear channel-level signal to the memory upcycle. The company reported record revenue and profit for the second quarter of 2026, said supply remains tight, and expects third-quarter operating performance to exceed the second quarter. The strongest RamTrend takeaway is forward pricing. Adata expects DRAM and NAND flash prices to stay on an upward path through the fourth quarter of 2026 and into the first half of 2027. Its comment that DRAM supply in 2027 may be even tighter than in 2026 reinforces the view that the current cycle is not only a short-term rebound. If this outlook holds, module buyers and device makers may face continued procurement pressure.