Nanya Tech stock fell 2.10 percent as revenue hit a record

Published on 10/07/2026 at 09:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nanya Tech stock was last at TWD 514 on October 7, 2026, while third-quarter revenue reached TWD 133.65 billion. Analysts set an average target of TWD 581.

Nanya Tech, TW0002408002, Illustration mit AI erstellt.

Nanya Tech (ISIN TW0002408002) was trading at TWD 514 on the Taiwan Stock Exchange on October 7, 2026, down 2.10 percent from the TWD 525 previous close. The move came as the memory maker entered the final quarter with record quarterly sales and tighter DRAM pricing conditions.

Revenue reaches a new peak

According to TrendForce on October 6, 2026, Nanya Technology reported third-quarter 2026 revenue of TWD 133.65 billion, up 61.9 percent from the second quarter. September revenue reached TWD 45.09 billion, a 576.62 percent increase from the same month a year earlier.

The revenue acceleration gives the stock a clear operating anchor despite the October 7 decline. TrendForce also reported that institutional investors raised their forecast for Nanya's third-quarter DRAM bit shipments from an 8 percent sequential decline to 5 percent growth, while the forecast for average selling price growth increased from 32 percent to 50 percent.

Supply tightness supports margins

TrendForce reported that Nanya could meet 50 to 60 percent of customer demand in the period covered by its October 6 report. Long-term contracts covered more than 60 percent of supply, while fourth-quarter DRAM average selling prices were expected to rise 10 percent sequentially.

That mix matters for investors because price increases are arriving alongside stronger shipments. The counterweight is capacity: TrendForce said the supply shortage was unlikely to ease before new fabrication capacity comes online, leaving the company exposed to customer allocation limits and future production timing.

Analysts see TWD 581 target

Investing.com listed a Buy consensus from 12 analysts on October 7, 2026. The average 12-month price target was TWD 581, with a high of TWD 850 and a low of TWD 150; the average target lies 13.0 percent above the TWD 514 market price.

The next earnings date listed by Investing.com is October 12, 2026. That date gives the market a near-term checkpoint for whether the third-quarter revenue surge is translating into the profitability improvement already reflected in the analyst outlook.

Stock stays below the yearly high

Nanya Tech was last at TWD 514 on the Taiwan Stock Exchange on October 7, 2026, 9.7 percent below its 52-week high of TWD 569. Its market capitalization was TWD 1.6 trillion and trading volume reached 38,335,610 shares.