Transcend Profit Surges as Memory Module Margins Hit 76%

Transcend reported net profit after tax of NT$8.12 billion, or about US$259.04 million, for the first quarter of 2026. DigiTimes said profit rose 149% from the previous quarter and 2,075% from a year earlier, while earnings per share reached NT$18.93 and exceeded the company's full-year 2025 EPS. The standout signal is margin: gross margin reached 76.39%, a level DigiTimes compared with major upstream memory manufacturers. For RamTrend, the figures point to an unusually favorable pricing and margin backdrop for memory module vendors, consistent with tight supply and stronger pricing power in the channel.