AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend's multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough

Transcend Information posted consolidated revenue of NT$7.449 billion (roughly $235 million USD) in April 2026, marking its strongest month on record—nearly six times higher than April 2025's NT$1.073 billion. Year-to-date revenue through April already exceeded the company's entire 2025 total of NT$17.13 billion.