Transcend and A-DATA have recently issued warnings about DRAM supply. Transcend said that DDR3, DDR4, and DDR5 are currently insufficient to meet some customer orders. DDR3, DDR4, and DDR5 are all out of stock, with DDR5 being the most tight; the department mainly relies on Samsung supply, is actively seeking quotas, and expects that the supply available in the first quarter of next year will be lower than in the fourth quarter of this year; ADIGANG pointed out at the French conference that due to inventory settlement at the end of the year, customer procurement attitudes are becoming more conservative. It is expected that revenue for the fourth quarter will drop slightly compared to the third quarter, but the DDR5 supply and demand will remain tight next year. Prices are expected to remain resilient.

Transcend and A-DATA have recently issued warnings about DRAM supply. Transcend said that DDR3, DDR4, and DDR5 are currently insufficient to meet some customer orders. DDR3, DDR4, and DDR5 are all out of stock, with DDR5 being the most tight; the department mainly relies on Samsung supply, is actively seeking quotas, and expects that the supply available in the first quarter of next year will be lower than in the fourth quarter of this year; ADIGANG pointed out at the French conference that due to inventory settlement at the end of the year, customer procurement attitudes are becoming more conservative. It is expected that revenue for the fourth quarter will drop slightly compared to the third quarter, but the DDR5 supply and demand will remain tight next year. Prices are expected to remain resilient.