Adata revenue to dip slightly in 4Q26 as AI investment shifts overseas

Memory module maker Adata reported October 2026 consolidated revenue of NT$17.06 billion (US$521.6 million), up 8.5% month-over-month and 282.3% year-over-year, marking its third-highest monthly revenue on record. However, year-end customer inventory adjustments are expected to push fourth-quarter revenue below the third quarter, while revenue for the first 10 months of 2026 reached NT$134.37 billion, up 222.7% year-over-year. Adata expects its full-year 2026 operating performance to continue climbing.