Revenue by Segment:

• Storage Solutions: approx. 60%
• Industrial Applications: approx. 25%
• Consumer Electronics: approx. 15%

TOP 3 Markets:

• North America: approx. 35%
• Europe: approx. 30%
• Asia-Pacific: approx. 25%

Transcend Information, Inc. generates the majority of its revenue from storage solutions, including SSDs and DRAMs, which are used in both consumer and industrial sectors. The North American market is the largest single market for the company, followed by Europe and the Asia-Pacific region. These markets benefit from strong demand for reliable storage solutions and the increasing digitization in various industries.

Production Sites: Taiwan, China

Transcend Information, Inc. produces the majority of its products in Taiwan and China. These locations enable the company to benefit from the advantages of the established electronics manufacturing infrastructure in these regions.

Taiwan is known for its advanced technology and skilled workforce, while China impresses with its cost-effective production and large manufacturing capacities. This combination allows Transcend to ensure competitive prices and high quality standards.

Revenue Growth: Estimated 8-10% annually (2026) Focus on Research and Development: 5% of revenue (2026)

Transcend Information, Inc. pursues a growth strategy that heavily emphasizes innovation and technological advancement. 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 targeting the increasing demand for data processing and storage across various industries.

Another focus is on geographical expansion. Transcend plans to strengthen its presence in emerging markets to capitalize on the growing demand for digital storage solutions. This is supported by strategic partnerships and local branches.

Additionally, the company is committed to sustainability and environmentally friendly production techniques to meet the rising demands of customers and regulatory authorities. This strategy is intended not only to foster growth but also to enhance the brand's reputation.

Main materials: Semiconductors, memory chips, circuit boards

Countries of origin:

• Semiconductors: Taiwan, South Korea, Japan
• Memory chips: USA, South Korea, China
• Circuit boards: China, Taiwan

Transcend Information, Inc. is a leading manufacturer of memory products and electronic components. Production requires a variety of raw materials, especially semiconductors and memory chips, which are imported from technologically advanced countries such as Taiwan, South Korea, and Japan. These countries are known for their strong semiconductor industry.

In addition, Transcend mainly sources circuit boards from China and Taiwan, as these countries have a well-developed infrastructure for manufacturing electronic components. The strategic selection of countries of origin enables Transcend to source high-quality materials at competitive prices.

Market Share: 12% in the global memory market (2025)

R&D Expenses: 8% of revenue (2025)

Transcend Information, Inc. has a solid competitive advantage in the global memory market, underscored by a market share of 12% in 2025. This advantage stems from a strong brand presence and a diversified product portfolio that caters to both end consumers and industrial applications.

The company consistently invests in research and development, with 8% of revenue allocated to this area in 2025. These investments enable Transcend to develop innovative products and respond to technological trends, enhancing their competitiveness.

Additionally, Transcend benefits from an efficient supply chain and a broad distribution network that facilitates rapid product launches. These factors contribute to the company maintaining and further expanding its market position.

Institutional Investor Share: 35% (estimated for 2026)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Transcend Information, Inc. is estimated to be around 35%. This indicates a moderate interest from institutional investors, suggesting a certain level of stability and confidence in the company's management and market position.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders do not expect significant changes in the company's valuation. This can be interpreted as a sign of stable company development.

Market share of Transcend Information, Inc.: 5% (estimated for 2026)

Top competitors and their market shares:

1. Samsung Electronics Co., Ltd.: 25%
2. Kingston Technology Company, Inc.: 20%
3. Western Digital Corporation: 15%
4. Micron Technology, Inc.: 10%
5. SK Hynix Inc.: 8%
6. Transcend Information, Inc.: 5%
7. Seagate Technology Holdings plc: 4%
8. Toshiba Corporation: 3%
9. Crucial (Micron Consumer Brand): 2%
10. SanDisk (Western Digital Brand): 2%

Moat of Transcend Information, Inc.: Transcend Information, Inc. has a moderate moat, mainly based on its specialized product range and strong brand presence in specific niche markets. The company is known for its high-quality storage solutions and has a loyal customer base, especially in the industrial applications sector.

Compared to its larger competitors like Samsung and Kingston, which have extensive research and development resources as well as a broader product range, Transcend's moat is less pronounced. These larger companies benefit from economies of scale and a stronger global presence, giving them a competitive advantage.

Transcend needs to focus on innovation and niche markets to maintain and expand its market share. The ability to quickly respond to market changes and offer specialized products can be seen as a strategic advantage, but competition in the industry remains intense.

Revenue Growth: 5.8% (2025) Profit Growth: 4.2% (2025) Dividend Yield: 6.5% (2025)

Transcend Information, Inc. recorded a revenue growth of 5.8% in 2025, attributed to solid demand for storage solutions and an effective market strategy. The 4.2% profit growth indicates that the company is able to manage its costs efficiently and remain profitable despite operating in a competitive market.

The 6.5% dividend yield is attractive to investors seeking stable returns. This suggests that the company has a strong cash flow position, enabling it to regularly pay out dividends.

Overall, Transcend Information, Inc. demonstrates stable financial metrics indicating healthy corporate development. The combination of moderate growth and an attractive dividend yield could make the stock a good investment for investors seeking both value appreciation and regular returns.

Dividend Yield: 6.5% (estimated for 2026)
Dividend Payment History: Continuous for over 10 years

Transcend Information, Inc. has pursued a stable dividend policy in recent years. The company is known for regularly distributing dividends to its shareholders, indicating a solid financial foundation and stable cash flow.

The 6.5% dividend yield in 2026 reflects an attractive payout compared to industry standards. This reliability in dividend payment is a sign of the company's financial health and its ability to continue providing returns to shareholders even in economically challenging times.