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威剛 2025Q2 法人說明會
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威剛 2025Q2 法說會簡報重點與營運摘要

ADATA Technology (3260.TWO) 2025Q1 法說會簡報

Company Overview

  • Company Name: ADATA Technology (威剛科技)
  • Chairman / CEO: Simon Chen (陳立白)
  • Founding Date: May 4, 2001
  • Listing Date on Taipei Exchange: October 8, 2004
  • Team Members: Approximately 2,800 employees worldwide
  • Industry Position: The 2nd largest DRAM module and branded SSD module manufacturer in the world (according to DRAMeXchange)
  • Patents: Owns more than 500 related patents domestically and internationally
  • Company Slogan: Innovate Today, Embrace Tomorrow

Global Service & Worldwide Presence

  • Headquarter: Taiwan (Taipei, Neihu & Zhonghe)
  • Regional Offices: 13 locations, including Manaus (Brazil), São Paulo (Brazil), Suzhou (China), Delhi (India)
  • Manufacturing Facilities: 5 locations
  • Sales Service Coverage: Over 110 countries

Manufacturing Facilities & Product Lines

LocationEstablishedProduct Lines
New Taipei City, TaiwanMay 2001DRAM Module, SSD, UFD (USB Flash Drive), Card, HDD, Motor
Suzhou, ChinaJanuary 2004DRAM Module, SSD, HDD, External SSD, Motor, Motor controller
São Paulo, BrazilDecember 2016IC Package (COB - Chip on Board), eMMC/eMCP/UFS, DRAM Module, SSD
Manaus, BrazilMay 2021DRAM Module, SSD
Delhi, IndiaMay 2023DRAM Module, SSD, UFD, Card

Diversified Supply Chain

  • Upstream (Memory Manufacturers): Micron, SK Hynix, Samsung, Western Digital, Kioxia, Seagate, Solidigm, Nanya, Toshiba, SanDisk
  • Midstream (Module Houses): ADATA
  • Downstream (Electronic Products Manufacturers): Various electronic devices including laptops, servers, gaming consoles, cameras, smartphones, industrial equipment, AI/IoT devices, and automotive applications

Financial Highlights and Key Metrics (2025Q1)

  • Operating Income (營業利益): NT$421 million
    • QoQ Change: +93.41%
  • Net Income Before Tax (稅前淨利): NT$742 million
    • QoQ Change: +105.62%
  • Net Income Attributable to Shareholders of the Parent (歸屬母公司淨利): NT$526 million
    • QoQ Change: +73.43%
  • Earnings Per Share (EPS) (每股盈餘): NT$1.72

Recent Performance and Results (2025Q1 Income Statements & Balance Sheets)

Income Statements for 2025Q1 (NT$ million)

ItemsQ1'25Q4'24QoQ%Q1'24YoY%
Revenue (銷貨收入)9,9089,8500.5910,881(8.94)
Gross profit (銷貨毛利)1,3641,367(0.2)2,876(52.57)
Gross margin (%) (毛利率)13.77%13.88%-26.43%-
Operating income (營業淨利)42121793.411,547(72.8)
Operating margin (%) (營業利益率)4.25%2.21%-14.21%-
Income before tax (稅前淨利)742361105.621,478(49.77)
Net income (稅後淨利)55337348.31,059(47.74)
Profit attributable to owners of parent (歸屬母公司淨利)52630473.431,060(50.33)
Earning per share(NT$) (每股淨利(元))1.721.03-3.62-

Balance Sheets for 2025Q1 (NT$ million)

ItemsQ1'25 AmountQ1'25 %Q4'24 AmountQ4'24 %Q1'24 AmountQ1'24 %
Current Assets (流動資產)27,7025426,5095330,60061
Inventories (存貨)13,9722714,1982919,71039
Non-current Assets (非流動資產)23,8354623,1744719,79639
Total Assets (資產總計)51,53710049,68310050,396100
Current Liabilities (流動負債)13,9762713,8912820,87441
Non-current Liabilities (非流動負債)16,7923317,9943612,63625
Total Liabilities (負債總計)30,7686031,8856433,51066
Share Capital (股本)3,25862,95862,9606
Stockholders' Equity (權益總計)20,7694017,7983650,39734
Book Value Per Share(NT$) (每股淨值(元))60.1556.6653.81

Revenue Breakdown By Product

Product Category2025Q12024Q1
DRAM56%42%
SSD31%28%
Memory Card & UFD5%22%
HDD5%5%
Others3%3%

Revenue Breakdown By Region

Region2025Q12024Q1
ASIA (亞洲)54%62%
AMERICAS (美洲)26%22%
EUROPE (歐洲)17%13%
Others (其他)3%3%

Future Outlook and Guidance

  • DRAM Contract Prices (Forecast Q225F):
    • DDR4 8G: USD 17.25
    • DDR5 8G: USD 24.5
  • NAND Flash Contract Prices (Forecast Q225F):
    • 512GbTLC Wafer: USD 3.06
  • Note: All forecasts are based on DRAMeXchange data.

Key Charts, Graphs, and Data Points

DRAM Contract Prices (Unit: USD)

QuarterDDR4 8GDDR5 8G
Q22313.614.84
Q32312.415.3
Q42313.717.5
Q12416.520.5
Q2241924
Q3242127
Q42418.525.5
Q12516.523
Q225F17.2524.5

NAND Flash Contract Prices (Unit: USD) (512GbTLC Wafer)

QuarterPrice
Q2231.74
Q3231.79
Q4232.65
Q1243.65
Q2244.15
Q3244.10
Q4243.14
Q1252.57
Q225F3.06

DRAM Spot Prices (Unit: USD)

(Graph shows High, Avg, Low prices from 3/29 to 3/14, likely 2024.)

NAND Flash Spot Prices (Unit: USD)

(Graph shows High, Avg, Low prices from 3/11 to 5/5, likely 2024.)

Important Product Names, Terms, and Concepts

  • Company/Brand: ADATA® (威剛科技)
  • Products:
    • DRAM Module (記憶體模組)
    • SSD (Solid State Drive)
    • UFD (USB Flash Drive)
    • Memory Card (記憶卡)
    • HDD (Hard Disk Drive)
    • External SSD (外接式固態硬碟)
    • IC Package (COB - Chip on Board)
    • eMMC (embedded MultiMediaCard)
    • eMCP (embedded Multi-Chip Package)
    • UFS (Universal Flash Storage)
    • Motor (馬達)
    • Motor controller (馬達控制器)
  • Technology/Industry Terms:
    • DDR4 8G, DDR5 8G (DRAM specifications)
    • 512GbTLC Wafer (NAND Flash specification)
    • Contract Prices (合約價)
    • Spot Prices (現貨價)
    • Supply Chain (供應鏈)
    • Memory manufacturers (記憶體原廠)
    • Module houses (記憶體模組廠)
  • Financial Terms:
    • Operating Income (營業利益)
    • Net income before tax (稅前淨利)
    • Net income attributable to shareholders of the parent (歸屬母公司淨利)
    • EPS (每股盈餘)
    • Revenue (銷貨收入)
    • Gross profit (銷貨毛利)
    • Gross margin (毛利率)
    • Operating margin (營業利益率)
    • Current Assets (流動資產)
    • Inventories (存貨)
    • Non-current Assets (非流動資產)
    • Total Assets (資產總計)
    • Current Liabilities (流動負債)
    • Non-current Liabilities (非流動負債)
    • Total Liabilities (負債總計)
    • Share Capital (股本)
    • Stockholders' Equity (權益總計)
    • Book Value Per Share (每股淨值)
    • QoQ% (Quarter-over-Quarter percentage change)
    • YoY% (Year-over-Year percentage change)
  • Geographical Terms:
    • ASIA (亞洲)
    • AMERICAS (美洲)
    • EUROPE (歐洲)
    • Taiwan (台灣)
    • New Taipei City (新北市)
    • China (中國)
    • Suzhou (蘇州)
    • Brazil (巴西)
    • São Paulo (聖保羅)
    • Manaus (瑪瑙斯)
    • India (印度)
    • Delhi (德里)

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