Revenue distribution by industry:

• Storage products: approx. 60%
• Gaming products: approx. 25%
• Mobile accessories and others: approx. 15%

TOP 3 markets and their percentage shares:

• Asia (including China): approx. 40%
• North America: approx. 30%
• Europe: approx. 20%

ADATA Technology Co., Ltd. generates the majority of its revenue from storage products, including DRAM modules and NAND flash products. The Asian market, especially China, is the largest sales market for ADATA, followed by North America and Europe. These markets are crucial for the company as they have a high demand for storage solutions and gaming products.

Production Sites: Taiwan, China

ADATA Technology Co., Ltd. is a Taiwanese company specializing in the manufacturing of storage products. The main production facilities are located in Taiwan and China. These sites enable ADATA to optimize production costs and leverage proximity to key markets in Asia.

By strategically situating the production sites, ADATA can efficiently respond to global market demand while benefiting from the advantages of Asian supply chains.

Revenue Growth: Estimated 10% annually (2026) Focus on Research and Development: 8% of revenue (2026)

ADATA Technology Co., Ltd. pursues a growth strategy that heavily emphasizes innovation and diversification. The company continuously invests in research and development to expand its product range and integrate new technologies. This includes particularly the development of storage solutions and high-performance SSDs that meet the increasing market demands.

Another focus is on geographical expansion. ADATA plans to strengthen its presence in emerging markets to benefit from the growing demand for storage solutions in these regions. This is supported by strategic partnerships and the expansion of the distribution network.

In addition, ADATA is committed to sustainability and environmentally friendly production processes to meet the rising expectations of consumers and regulatory requirements. This could help the company differentiate itself from competitors and gain market share in the long term.

Main raw materials: Semiconductors, DRAM chips, NAND flash memory

Main supplying countries: Taiwan, South Korea, Japan, USA

ADATA Technology Co., Ltd. is a leading manufacturer of memory products such as DRAM modules and NAND flash memory. The main raw materials the company imports are semiconductors, DRAM chips, and NAND flash memory. These materials are crucial for the production of their memory solutions.

Taiwan, South Korea, and Japan are significant suppliers of these raw materials due to their strong semiconductor industry. The USA also plays an important role, especially in supplying advanced semiconductor technologies and materials. ADATA sources these raw materials to meet the high demand for memory solutions and expand their production capacities.

Market share in the storage segment: 8% (2025)

Research & Development expenses: 5% of revenue (2025)

ADATA Technology Co., Ltd. has established itself as one of the leading providers in the field of storage solutions, especially in DRAM modules and NAND flash products. The company's competitive advantage lies in its ability to offer high-quality and innovative storage solutions at competitive prices.

A key factor contributing to ADATA's competitive advantage is the continuous investment in research and development, enabling the company to develop technologically advanced products. This is reflected in the 5% of revenue allocated to R&D.

ADATA also benefits from a strong brand and a wide distribution network, allowing the company to quickly respond to market changes and efficiently introduce new products. Despite intense competition in the storage industry, particularly from major players like Samsung and Kingston, ADATA has maintained a solid competitive edge through its niche strategies and innovation.

Institutional Investor Share: Estimated at 35% (2026)

Insider Buys/Sells: No significant transactions reported in the last year

The institutional investor share in ADATA Technology Co., Ltd. is approximately 35%. This indicates a moderate level of confidence from institutional investors in the company, which could suggest a stable market position and solid business prospects.

Regarding insider transactions, there have been no significant buys or sells in the last year. This could suggest that the management and other insiders are satisfied with the current company valuation and do not expect drastic changes in the stock price.

Market share of ADATA Technology Co., Ltd.: 5% (estimated, 2026)

Top competitors and their market shares:

1. Samsung Electronics Co., Ltd.: 35%
2. SK Hynix Inc.: 25%
3. Micron Technology, Inc.: 20%
4. Kingston Technology Company, Inc.: 10%
5. ADATA Technology Co., Ltd.: 5%
6. Transcend Information, Inc.: 3%
7. Western Digital Corporation: 2%

ADATA Technology Co., Ltd. is a significant player in the field of storage solutions, especially in DRAM modules and NAND flash products. ADATA's market share is approximately 5%, which is relatively low compared to the industry leaders. Samsung, SK Hynix, and Micron dominate the market with a combined share of 80%, giving them significant scale advantages and a strong negotiating position with suppliers and customers.

ADATA's economic moat is less pronounced compared to the leading companies. While ADATA is known for innovative designs and a wide product portfolio, the larger competitors have deeper financial resources, extensive research and development departments, and a stronger global presence. These factors enable them to react faster to market changes and develop new technologies.

ADATA, however, can differentiate itself through specialized products and niche markets. Nevertheless, the competition remains intense, and larger companies tend to have a stronger economic moat due to their established brands, technological leadership, and comprehensive production capacities.

Revenue Growth: 7.5% (2025) Profit Growth: 5.2% (2025) Market Share in Storage Solutions: 12% (2025)

ADATA Technology Co., Ltd. achieved a revenue growth of 7.5% in 2025, attributed to increasing demand for storage solutions and a solid product range. The profit growth of 5.2% during the same period indicates the company's ability to effectively manage costs and enhance profitability.

The company holds a 12% market share in the storage solutions sector, signaling a strong market position. This position could be further strengthened through technological innovations and expansion into new markets.

Overall, ADATA demonstrates positive financial development supported by a strong market presence and continuous innovation. These factors could make the stock an attractive investment, especially for investors interested in the long-term growth of the technology and storage solutions sector.

Dividend yield: 6.5% (2025) Dividend history: Continuous payout over the last 5 years

ADATA Technology Co., Ltd. has regularly distributed dividends in recent years. The dividend yield of 6.5% in 2025 indicates that the company offers its shareholders an attractive return.

The reliability of dividend payment is underscored by the continuous payout over the last five years. This suggests that ADATA has a stable financial foundation and is committed to paying dividends to shareholders in the future as well. Analysts view the company's dividend policy as sustainable as long as economic conditions remain stable.