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    Bit Market · Q3 2026 · Group report

    SSD and Module Brands, Q3 2026

    ADATA, Transcend, Longsys and Biwin all at least doubled their revenue from a year earlier, while Transcend and Biwin sold less than in the second quarter.

    SSD and module brands, third quarter 2026: ADATA, Transcend, Longsys and Biwin revenue growthA four-panel cover. ADATA revenue up 265.2 percent from a year earlier and 38.93 percent from the second quarter. Transcend up 291.1 percent from a year earlier and down 14.6 percent from the second quarter. Longsys up 123.74 percent from a year earlier and 3.2 percent from the second quarter. Biwin up 130.67 percent from a year earlier and down 29.9 percent from the second quarter.BIT MARKET / SSD AND MODULE BRANDSSSD and module brands, Q3 2026ADATA · TRANSCEND · LONGSYS · BIWIN01 ADATA+265.2%from Q3 2025+38.93%from Q202 TRANSCEND+291.1%from Q3 2025−14.6%from Q203 LONGSYS+123.74%from Q3 2025+3.2%from Q204 BIWIN+130.67%from Q3 2025−29.9%from Q2

    ADATA, Transcend, Longsys and Biwin are the SSD and module brands in the Q3 2026 earnings roundup, and every one of them at least doubled its revenue from a year earlier. The rises run from 123.74% at Longsys to 291.1% at Transcend. On the quarter the four split in two. ADATA and Longsys sold more than in the second quarter, and Transcend and Biwin sold less. The Earnings Desk holds the other quarters, and the controller makers have a page of their own.

    Findings

    ADATA’s revenue was NT$52,993 million, up 38.93% from the second quarter. Transcend’s total operating revenue was NT$16,067.459 million, down 14.6% by my arithmetic from NT$18,815.419 million in the second quarter.

    Longsys’s operating revenue came to 14,629.869 million yuan, up 3.2% on the quarter. That rise is my arithmetic against 14,179.637 million yuan for the second quarter, which is its half-year report less the first quarter. Biwin’s revenue was 6,142.233 million yuan, down 29.9% from 8,760.691 million yuan worked out the same way.

    Against a year earlier all four grew far faster. ADATA’s release prints growth of 265.2%, and the Longsys and Biwin reports print 123.74% and 130.67%. Transcend’s 291.1% is my arithmetic from the year-earlier column of its income statement.

    Findings

    All four brands at least doubled their revenue in a year

    Revenue growth, third quarter 2026 against third quarter 2025

    Horizontal bars of revenue growth from a year earlier, in percent. Transcend 291.1. ADATA 265.2. Biwin 130.67. Longsys 123.74.Brand0100200300Revenue growth from a year earlier, %Transcend+291.1%ADATA+265.2%Biwin+130.67%Longsys+123.74%Revenue growth, third quarter 2026 against a year earlier
    Growth from a year earlier; Transcend’s is my arithmetic from its income statement, the other three as each company prints it. Source: ADATA release; Transcend income statement (TWSE MOPS); Longsys and Biwin third-quarter reports.

    Two of the four have an operating margin on the desk, and both margins fell from the second quarter. ADATA’s was 28.9%, down from 33.5%. Transcend’s was 52.4%, down from 75.1%. These margins are my arithmetic, ADATA’s from its release and Transcend’s from its income statements. Longsys and Biwin are tracked on revenue only, so the margin comparison leaves them out.

    My reading is that this quarter turned for two of the four. Biwin’s revenue fell by almost a third from the second quarter and Transcend’s margin fell by more than a quarter of its level, while ADATA and Longsys still sold more than in the second quarter. All four remain far above where they stood a year earlier.

    Company-reported results, explained. Each company reports on its own fiscal calendar and in its own currency; the Period column says which quarter each row is. Not investment advice.

    01

    Company against company

    SSD and module brands on the same bars, then the year that led up to this quarter.

    Revenue is in US dollars so every company shares one axis, converted at the Federal Reserve’s average rate for the quarter. Operating margin needs no conversion. Each bar is the company’s own quarter that falls in these months, named on the right.

    Q3 2026 revenue, SSD and module brandsRevenue in US dollars for each of the SSD and module brands that reported Q3 2026, sorted largest first, with each company’s own reporting period named on the right.BIT MARKET / SSD AND MODULE BRANDSQ3 2026 revenue, SSD and module brandsUS dollars, largest firstREVENUE IN US DOLLARSREPORTED PERIOD$0$1B$2B$3BLongsys 3Q 2026: CN¥14.629869B (CAS, C-E-880), $2.2B at 6.7406 CNY per dollar (H.10, C-E-143)Longsys$2.2B3Q 2026ADATA 3Q 2026: NT$52.993B (TIFRS, C-E-479), $1.7B at 31.9961 TWD per dollar (H.10, C-E-142)ADATA$1.7B3Q 2026Biwin 3Q 2026: CN¥6.142233B (CAS, C-E-881), $911M at 6.7406 CNY per dollar (H.10, C-E-143)Biwin$911M3Q 2026Transcend 3Q 2026: NT$16.067459B (TIFRS, C-E-1139), $502M at 31.9961 TWD per dollar (H.10, C-E-142)Transcend$502M3Q 2026
    Each company’s own quarter that falls in these months; non-dollar revenue converted at the Federal Reserve H.10 average for the quarter; a dashed bar is preliminary. Source: Company releases; Federal Reserve H.10 via FRED.
    Q3 2026 operating margin, SSD and module brandsOperating margin for each of the SSD and module brands that reported Q3 2026, sorted largest first, with each company’s own reporting period named on the right.BIT MARKET / SSD AND MODULE BRANDSQ3 2026 operating margin, SSD and module brandsPercent of revenue, largest firstOPERATING MARGINREPORTED PERIOD0%20%40%60%Transcend 3Q 2026: 52.4% (TIFRS, C-E-1141)Transcend52.4%3Q 2026ADATA 3Q 2026: 28.9% (TIFRS, C-E-481)ADATA28.9%3Q 2026
    Each company’s own quarter that falls in these months; a loss draws left of zero; a dashed bar is preliminary. Source: Company releases.
    SSD and module brands: revenue, year to this quarterRevenue in US dollars for SSD and module brands over the five quarters up to Q3 2026.BIT MARKET / SSD AND MODULE BRANDSSSD and module brands: revenue, year to thisquarterUS dollars; the rule marks this quarterthis issueSSD AND MODULE BRANDS$0$1B$2B$3BADATA 3Q 2025: NT$14.511B (TIFRS, C-E-1023), $485M at 29.9447 TWD per dollar (H.10, C-E-176)ADATA 4Q 2025: NT$15.845B (TIFRS, C-E-292), $511M at 31.0232 TWD per dollar (H.10, C-E-177)ADATA 1Q 2026: NT$26.1B (TIFRS, C-E-291), $825M at 31.6302 TWD per dollar (H.10, C-E-178)ADATA 2Q 2026: NT$38.143B (TIFRS, C-E-290), $1.2B at 31.603 TWD per dollar (H.10, C-E-179)ADATA 3Q 2026: NT$52.993B (TIFRS, C-E-479), $1.7B at 31.9961 TWD per dollar (H.10, C-E-142)Transcend 3Q 2025: NT$4.108501B (TIFRS, C-E-296), $137M at 29.9447 TWD per dollar (H.10, C-E-176)Transcend 4Q 2025: NT$6.803668B (TIFRS, computed from the full year, C-E-297), $219M at 31.0232 TWD per dollar (H.10, C-E-177)Transcend 1Q 2026: NT$13.628469B (TIFRS, C-E-298), $431M at 31.6302 TWD per dollar (H.10, C-E-178)Transcend 2Q 2026: NT$18.815419B (TIFRS, C-E-299), $595M at 31.603 TWD per dollar (H.10, C-E-179)Transcend 3Q 2026: NT$16.067459B (TIFRS, C-E-1139), $502M at 31.9961 TWD per dollar (H.10, C-E-142)Longsys 3Q 2025: CN¥6.538677B (CAS, C-E-1033), $914M at 7.157 CNY per dollar (H.10, C-E-182)Longsys 4Q 2025: CN¥6.031838B (CAS, C-E-301), $851M at 7.0889 CNY per dollar (H.10, C-E-183)Longsys 1Q 2026: CN¥9.908726B (CAS, C-E-302), $1.4B at 6.9218 CNY per dollar (H.10, C-E-184)Longsys 2Q 2026: CN¥14.179637B (CAS, half year less 1Q, C-E-303), $2.1B at 6.8048 CNY per dollar (H.10, C-E-185)Longsys 3Q 2026: CN¥14.629869B (CAS, C-E-880), $2.2B at 6.7406 CNY per dollar (H.10, C-E-143)Biwin 3Q 2025: CN¥2.662747B (CAS, C-E-1035), $372M at 7.157 CNY per dollar (H.10, C-E-182)Biwin 4Q 2025: CN¥4.727396B (CAS, C-E-304), $667M at 7.0889 CNY per dollar (H.10, C-E-183)Biwin 1Q 2026: CN¥6.814252B (CAS, C-E-305), $984M at 6.9218 CNY per dollar (H.10, C-E-184)Biwin 2Q 2026: CN¥8.760691B (CAS, half year less 1Q, C-E-306), $1.3B at 6.8048 CNY per dollar (H.10, C-E-185)Biwin 3Q 2026: CN¥6.142233B (CAS, C-E-881), $911M at 6.7406 CNY per dollar (H.10, C-E-143)● Longsys $2.2B● ADATA $1.7B● Biwin $911M● Transcend $502MQ3’25Q4’25Q1’26Q2’26Q3’26
    Up to five quarters ending with this one, each company’s own periods at their real end dates. Source: Company releases; Federal Reserve H.10 via FRED.
    SSD and module brands: margin, year to this quarterOperating margin for SSD and module brands over the five quarters up to Q3 2026.BIT MARKET / SSD AND MODULE BRANDSSSD and module brands: margin, year to thisquarterPercent of revenue; the rule marks this quarterthis issueSSD AND MODULE BRANDS0%50%100%ADATA 3Q 2025: 13.2% (TIFRS, C-E-1025)ADATA 4Q 2025: 35.4% (TIFRS, C-E-1059)ADATA 1Q 2026: 47.0% (TIFRS, C-E-1027)ADATA 2Q 2026: 33.5% (TIFRS, C-E-293)ADATA 3Q 2026: 28.9% (TIFRS, C-E-481)Transcend 3Q 2025: 36.8% (TIFRS, C-E-1030)Transcend 4Q 2025: 55.6% (TIFRS, computed from the full year, C-E-1074)Transcend 1Q 2026: 71.8% (TIFRS, C-E-1031)Transcend 2Q 2026: 75.1% (TIFRS, C-E-300)Transcend 3Q 2026: 52.4% (TIFRS, C-E-1141)● Transcend 52.4%● ADATA 28.9%Q3’25Q4’25Q1’26Q2’26Q3’26
    Up to five quarters ending with this one; an arrow marks a quarter below the scale, with its value. Source: Company releases.

    02

    Side by side

    Every filed figure for the group in one table, each in its own currency and period.

    CompanyPeriodRevenueOperating incomeOperating marginCapex / revenueNAND shareRevenue, year on yearRevenue, last four quarters
    ADATA Technology3Q 2026Jul–Sep$1.7Bfiled NT$52.993B, TIFRS$479Mfiled NT$15.314B, TIFRS28.9%TIFRS––up 265.2%filed currency$4.2BUS dollars
    Transcend Information3Q 2026Jul–Sep$502Mfiled NT$16.067459B, TIFRS$263Mfiled NT$8.412452B, TIFRS52.4%TIFRS––up 291.1%filed currency$1.7BUS dollars
    Longsys3Q 2026Jul–Sep$2.2Bfiled CN¥14.629869B, CAS––––up 123.7%filed currency$6.5BUS dollars
    Biwin Storage3Q 2026Jul–Sep$911Mfiled CN¥6.142233B, CAS––––up 130.7%filed currency$3.8BUS dollars

    Under each period are the months it mostly covers. Year-on-year growth compares a company’s quarter with its same quarter a year earlier, in the currency it files in. The last four quarters add each quarter’s revenue in US dollars, shown where all four are filed.

    Won, yen, New Taiwan dollar and yuan figures are converted to US dollars at the Federal Reserve H.10 average for the calendar quarter; the filed figure is under each.

    Sources

    Primary is the original paper, standard or datasheet. Secondary is a review, a vendor summary or a news report. Measured is my own test data.

    Show all 5 sources, 5 primary