ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens

Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer procurement costs, while its average selling price (ASP) will rise from the third quarter of 2026. The company also expects tight DDR2 and DDR3 supply-demand conditions to keep prices stable in 2027 as it continues securing foundry and OSAT capacity to meet customer demand.