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Taiwanese memory and storage brand selling DRAM modules, SSDs and USB flash drives to consumers and OEMs.
Taiwanese memory and storage brand selling DRAM modules, SSDs and USB flash drives to consumers and OEMs.
Buys memory chips from the large chipmakers, assembles them into modules and drives under its own brand, and sells them through retailers and to PC makers, so earnings depend on the spread between chip purchase and selling prices and on inventory held as prices move. It has no chip fabs of its own.
In one line: Taiwan's Kingston Technology-style memory brand.
Moat: none (brand, distribution). Brand and channel presence in a commoditized memory-module market with thin, cyclical margins.
Headquarters: Taipei, Taiwan
Size ADATA Technology (3260.TWO) is a Taiwan Information Technology company (Computer Peripherals) with a market value of $3.16B, the 118th largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$299.50 on 6 Nov 2026.
Performance Over six months the shares fell 33.1%, against -9.4% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 125.3% over the last twelve months (peer median +8.4%); the operating margin is 34.4% (peer median 8.0%).
Valuation It trades at 4.5× forward earnings against a peer median of 15.7× (3rd cheapest of 17).
Capital Return on invested capital runs 26.4 points above its cost of capital (5.9% WACC).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | NT$94.6B | NT$53.1B | NT$40.2B | NT$33.7B | NT$34.9B |
| Revenue growth | — | +32% | +19% | -4% | — |
| Gross profit | NT$41.5B | NT$14.8B | NT$8.74B | NT$5.64B | NT$4.37B |
| EBITDA | NT$33.2B | NT$9.75B | NT$4.44B | NT$2.23B | NT$1.12B |
| Net income | NT$25.8B | NT$7.29B | NT$2.71B | NT$1.41B | NT$830M |
| Free cash flow | -NT$8.11B | NT$563M | -NT$103M | -NT$5.77B | NT$716M |
| Capital expenditure | NT$2.10B | NT$1.87B | NT$1.45B | NT$713M | NT$4.14B |
| Total debt | NT$45.3B | NT$30.4B | NT$26.0B | NT$21.9B | NT$17.9B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| ADATA Technology 3260.TWO | $3.16B | -33% | +125% | 34% | 4.5× | n/a |
| Transcend Information 2451.TW | $3.22B | -13% | +286% | 67% | 3.2× | n/a |
| Kioxia 285A.T | $88.9B | +139% | +265% | 70% | 2.5× | -3.0% |
| Sandisk SNDK | $119B | -47% | +272% | 73% | 3.4× | 3.5% |
| Micron Technology MU | $781B | -8% | +256% | 75% | 3.9× | 7.1% |
| Apacer Technology 8271.TW | $655M | -28% | +182% | 31% | 2.1× | n/a |
| Innodisk 5289.TWO | $2.76B | -35% | +334% | 49% | 2.5× | n/a |
| Western Digital WDC | $98.7B | -45% | +21% | 41% | 9.2× | 20.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 3260.TWO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -20.8% | -12.6% | 6th lowest of 21 |
| 6-month return | -33.1% | -9.4% | 3rd lowest of 21 |
| Distance from 52-week high | -43.0% | -36.3% | 7th lowest of 21 |
| Revenue growth (TTM) | +125.3% | +8.4% | 4th highest of 21 |
| Operating margin | 34.4% | 8.0% | 3rd highest of 21 |
| Forward P/E | 4.5× | 15.7× | 3rd cheapest of 17 |
| ROIC minus cost of capital | +26.4 pp | +11.3 pp | 5th highest of 21 |
| EV / EBITDA | 4.3× | 10.1× | 3rd cheapest of 13 |
| Net debt / EBITDA | 1.1× | -0.3× | 2nd most indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| ADATA Technology 3260.TWO | Taiwan | $3.16B | -33% | +125% | 34% | 4.5× | n/a | n/a |
| Extreme Networks EXTR | United States | $3.15B | 0% | +11% | 6% | 17.2× | 27.3% | +4.9% |
| Transcend Information 2451.TW | Taiwan | $3.22B | -13% | +286% | 67% | 3.2× | n/a | n/a |
| AURAS Technology 3324.TWO | Taiwan | $2.90B | -10% | +71% | 16% | 15.1× | n/a | n/a |
| Micro-Star International 2377.TW | Taiwan | $3.50B | +43% | +1% | 5% | 11.6× | n/a | n/a |
| Hangzhou EZVIZ Network 688475.SS | China | $3.53B | -4% | +8% | 12% | 30.1× | 15.7% | +13.8% |
| Sichuan Changhong Electric 600839.SS | China | $3.55B | -41% | +4% | 0% | n/a | n/a | n/a |
| Innodisk 5289.TWO | Taiwan | $2.76B | -35% | +334% | 49% | 2.5× | n/a | n/a |
| VusionGroup VU.PA | France | $2.61B | +11% | +45% | 10% | 16.5× | n/a | n/a |
| Venustech 002439.SZ | China | $2.58B | -9% | 0% | -16% | 169.0× | 19.0% | -8.6% |
| Newland Digital Technology 000997.SZ | China | $2.56B | -14% | +29% | 11% | 16.0× | n/a | n/a |
| Societe Industrielle & Financiere de l'Artois ARTO.PA | France | $2.55B | -26% | -6% | -8% | n/a | n/a | n/a |
| Netweb Technologies India NETWEB.NS | India | $2.37B | -12% | +175% | 13% | 55.9× | 46.1% | +72.5% |
| Kardex KARN.SW | Switzerland | $2.35B | -9% | +3% | 9% | 30.3× | 11.8% | +12.5% |
| Tianma Microelectronics 000050.SZ | China | $2.05B | -27% | -3% | -1% | 29.5× | -6.2% | +4.4% |
| Beijing Dahao Technology 603025.SS | China | $2.04B | -25% | +23% | 29% | n/a | 7.4% | +29.2% |
| E Ink 8069.TWO | Taiwan | $4.98B | +2% | -3% | 29% | 12.4× | -0.3% | +18.6% |
| Chicony Electronics 2385.TW | Taiwan | $1.96B | -31% | -8% | 7% | 15.4× | -9.6% | +0.1% |
| Seiko Epson 6724.T | Japan | $5.39B | +27% | +8% | 6% | 11.9× | 0.8% | +7.2% |
| Gigabyte Technology 2376.TW | Taiwan | $6.01B | +7% | +38% | 5% | 8.1× | n/a | n/a |
| AUO 2409.TW | Taiwan | $6.02B | +49% | -1% | -2% | n/a | n/a | n/a |