Taiwan’s memory manufacturers reported varied financial performances for January 2025, with ADATA Technology showing resilience despite the Lunar New Year holiday impact.
ADATA’s consolidated revenue reached NT$2.81 billion ($89.2 million) in January, dipping only 2.54% from December despite nearly a quarter fewer working days. The company’s core DRAM module business maintained over 51% of total sales, while solid-state drives accounted for 33.31%.
Meanwhile, Winbond Electronics, including subsidiary Nuvoton Technology, saw its January revenue fall 4.8% month-on-month to NT$6.07 billion ($192.5 million). Macronix International bucked the trend with a 9.7% monthly increase to NT$1.99 billion ($63.1 million).
Industry analysts at TrendForce warn of potential pressure on DRAM prices in 2025 due to rapid capacity expansion by Chinese manufacturers leading to inventory management challenges. The research firm cited persistent weakness in consumer electronics demand, compounded by inflation and rising interest rates.
ADATA is betting on artificial intelligence computing growth, showcasing new high-performance memory products at CES, including DDR5 modules and PCIe Gen5 SSDs, as it positions for an expected AI PC replacement cycle.
