ADATA, chairman, Chen Libai, said: “This quarter is the starting point of most of the memory and the beginning of a serious shortage, and the industry can be expected to prosper in 2026.”
It is the first time since 2017 that module houses have frozen quotes, a move that screams short supply and confidence that prices will keep climbing, so sellers hold stock to maximise margins.
The current DRAM frenzy is fuelled by surging AI storage demand, while Samsung, SK hynix and Micron pile into high-bandwidth memory and squeeze DDR4 and DDR5 output, with some pulling out of DDR4 entirely.
Module players used to make a turn by buying low and selling high from hoarded inventory, but ADATA and TEAMGROUP leading a quote suspension shows the market is hotter than the outside world expected.
ADATA said the pause runs until mid-October 2025 due to a serious DRAM shortage, with inventory control and order placement tweaks to stop product flying out too fast.
ADATA’s September revenue hit NT$52.44 billion [US$1.81 billion], a 5.24 per cent monthly rise and 61.18 per cent year-on-year, the highest monthly tally in 19 years and the third best in its history.
Third-quarter revenue reached NT$144.88 billion [US$5.00 billion], the second-highest single quarter, up 13.33 per cent sequentially and 55.19 per cent on the year, while the first three quarters totalled NT$371.73 billion [US$12.82 billion], up 22.9 per cent.
The cocaine nose jobs of Wall Street types in Taipei reckon the rally continues and ADATA should rewrite its full-year revenue book if this keeps up.
TEAMGROUP said it halted quotations as Europe and the US head into consumer peak season, original suppliers stay tight, inventory clears too quickly and flexible selling becomes necessary.
The industry warned that stopping quotes can goose expectations that “prices will rise more”, speeding up restocking and even panic buying, while letting vendors ship selectively without setting a fresh price.
By creating a short “price window period” and dragging out deals for better numbers, sellers try to wait for fatter quotes rather than flog kit cheaply.