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NEWS TAGGED TRANSCEND
Thursday 9 April 2026
Memory shortage persists, ASPs surge up to fivefold, says module maker chief
Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.
Thursday 9 April 2026
Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
Friday 20 March 2026
Memory price surge drives Transcend's 15x profit growth in January 2026
Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
Thursday 5 March 2026
Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains
Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...
Thursday 12 February 2026
Weblink posts record January revenue as AI demand boosts data center and consumer markets
Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million) in January 2026, a 39.86% year-on-year increase and a historic monthly high driven...
Friday 6 February 2026
Transcend sees 4x revenue surge in January 2026 as memory prices rise
Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...
Tuesday 13 January 2026
Winbond Electronics and Transcend report strong growth as memory shortage
Memory chip manufacturers Winbond Electronics and Transcend Information posted significant profit increases in late 2025, driven by heightened demand and ongoing supply constraints...
Thursday 4 December 2025
Transcend warns memory supply tightness to last 3-5 months amid market turmoil
Market sources indicate that memory module maker Transcend Information recently notified its customers that key suppliers SanDisk and Samsung Electronics have informed the company...
Monday 10 November 2025
Memory module makers expect supply shortage and price surge to extend into 2026
Rising memory prices and volumes are driving a strong finish for memory module manufacturers in 2025, with Taiwanese module leaders optimistic that the boom will continue through 2026...
Friday 7 November 2025
SanDisk reportedly hikes NAND prices 50% as memory module makers post strong results
Memory prices have sharply rebounded in the third quarter of 2025, supported by increases in both volume and unit prices, boosting financial results for leading memory module manufacturers...
Saturday 24 May 2025
Memory rally lifts 3Q; Team, Transcend turn to edge AI
Benefiting from tariffs and rising memory prices, customers have accelerated urgent order shipments, leading to optimistic operational growth for memory module manufacturers in the...
Monday 12 May 2025
Transcend benefits from tariff-driven pull-ins, closely watching FX fluctuations
Transcend reported first-quarter 2025 sequential revenue growth of 19.2%, boosted by industrial and AI demand. Operating profit increased 49.8%, while net income fell 15.9% due to...
Wednesday 15 January 2025
Industrial memory gradually recovers in 2H24, with varying performances from Transcend and Innodisk
The demand for industrial memory modules has gradually recovered in the second half of 2024. However, revenue performance in December varied significantly among companies.
Thursday 7 November 2024
Transcend expects 4Q24 spot memory price drops to stabilize
The memory module industry faces significant challenges in the fourth quarter of 2024, with Transcend Information experiencing substantial inventory depreciation losses amid plummeting...
Friday 2 August 2024
Transcend expects rising demands for memories in 2H24
Transcend Information reported consolidated revenue of NT$2.33 billion (US$71.05 million) for the second quarter of 2024, a 14.7% decrease from the previous quarter and a 5.6% decrease...