Benefiting from the continued strong memory contract price in the third quarter, Viagra Technology, the leader of the memory module, achieved a new record high in July, with an annual increase of nearly 40% to NT$4.261 billion. This is already April 2025. Victory has successfully closed the month and closed the fourth time in the month, which has changed to a new high for the same period. According to the cumulative number of revenues in the first seven months of 2025 reached 26.946 billion yuan, an increase of 12.44% compared with the same period in 2024.

Viya's July merger revenue increased by 39.54% in the same period in 2024, with a total amount of 4.261 billion yuan. In terms of product combination, DRAM revenue accounted for 64.27% in July, ranking first in the largest product line. Secondly, SSD payments are 22.9% per month, and memory cards, discs and other products are 12.83%. According to the cumulative, the combined capital of the first seven months of 2025 was RMB 26.946 billion, which is 12.44% higher than the same period in 2024. Among them, the proportion of DRAM products is 60.4%, SSD is 27.32%, and memory cards, discs and other products are 12.28%.

Wife Chairman Chen Libai said that the contract price of DRAM and NAND Flash will continue to rise in the third quarter, especially the DDR4 suspension plan of a large factory has not changed, and he is optimistic about the demand for DDR4 in the second half of the year. With sufficient inventory water level to support the needs of major customers, the company is expected to continue to perform multi-headed operations this quarter.

Chen Libai pointed out that in addition to the overall supply of DDR4, the supply of DDR5 is relatively limited, the original factory price bottom in the third quarter. In terms of NAND Flash, it reduces the production efficiency and continues to ferment, supplying it to maintain a stable and healthy environment, and the production capacity of SBT loaders is insufficient, and SSD may have shortage of short-term supply. With the increase in storage demand for AI data centers and the continued launch of new consumer electronic products, the NAND Flash contract price in the third quarter is expected to continue to rise.