Hot Stock: Etron's June Revenue Hits Record High, Shares Surge 20% in a Week

Etron (5351-TW) announced its June revenue this week, reaching NT$1.903 billion, a record high for a single month, representing a 14.4% increase month-on-month and a staggering 657.48% year-on-year growth. Cumulative revenue for the first half of the year reached NT$7.634 billion, equivalent to the combined total of the past two years (2023 and 2024), highlighting the significant impact of rising DRAM prices and driving a 20.05% surge in its stock price this week despite broader market headwinds.

Etron's Q2 revenue reached NT$4.899 billion, up 79.08% quarter-on-quarter and 557.79% year-on-year. First-half revenue totaled NT$7.634 billion, up 456.48% year-on-year. The company benefited from strong demand for DDR4, NAND Flash, and eMMC, coupled with sustained price increases, resulting in record-breaking revenue for June, Q2, and the first half of the year.

The market widely expects that the rapid development of AI has triggered a structural shift in the memory industry, with DRAM and Flash shortages likely to persist through the end of 2025, and some analysts project supply constraints may not ease until 2028. This outlook supports prolonged high profitability in the memory sector, benefiting Taiwanese manufacturers.

Etron previously stated that its order visibility extends through the end of this year, with next year’s first half largely secured, expressing an optimistic outlook for future operations.