ADATA: The inventory of the three major DRAM original manufacturers has reached the warning line, with only 3-5 weeks remaining.

ADATA CEO Chen Libai said in a recent interview with the media,The inventory levels of the three major DRAM original manufacturers Samsung, SK Hynix and Micron have reached the warning level, with only about 3 to 5 weeks remaining.Driven by global AI demand, there is a global DRAM shortage, and PC DRAM is in serious short supply. Three DRAM original manufacturers expect that the contract price of PC DRAM will rise by another 40% in the second quarter of 2026.

Chen Libai said,As early as September 2025, ADATA has actively prepared DDR4/DDR5 stocks in advance, so the inventory is still sufficient, especially the proportion of early chips purchased at lower prices is ideal.

It is expected that its inventory will reach NT$35 billion by the end of March, giving it certain advantages over other competitors in terms of price and cost.

In addition, Chen Libai pointed out at the legal conference a few days ago that the supply and demand structure of global memory chips has undergone fundamental changes.Under the absolute dominance of sellers, both DRAM and NAND Flash will be hard to find this year. There will be no oversupply problem at all, and prices will only rise but not fall.

He said that at least "in 2026, there will be a solid shortage of DRAM, and it is expected that NAND will also be in short supply."