Nanya Technology reports Q3 profit surge for Nanya Technology stock

Published on 10/20/2026 at 11:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter net income reached TWD 87.63 billion on October 12, 2026. For Nanya Technology stock, management targets TWD 69.7 billion in 2026 CapEx.

Profit and capacity outlook

Nanya Technology reported TWD 87.63 billion in third-quarter net income on October 12, 2026.
AI infrastructure represented more than 20 percent of revenue, with a 40 to 50 percent target by 2029 or 2030.
Nanya Technology is scheduled to report its next results on January 14, 2027.

Nanya Tech, TW0002408002, Illustration mit AI erstellt.

Nanya Technology (TW0002408002) reported third-quarter net income of TWD 87.63 billion on October 12, 2026, as DRAM pricing lifted revenue and margins. The Yahoo Finance transcript shows quarterly revenue of TWD 133.6 billion, up 61.9 percent from TWD 82.5 billion in the second quarter.

Pricing drove the margin expansion

The result was driven by average selling prices that increased more than 60 percent quarter over quarter, while shipment volume declined by a mid-single-digit percentage. Gross profit reached TWD 114.4 billion and the gross margin rose to 85.7 percent, according to TrendForce.

Net income increased from TWD 50.19 billion in the second quarter to TWD 87.63 billion in the third quarter. Earnings per share rose from TWD 14.66 to TWD 25.40, while the operating margin reached 80.0 percent. The earnings page of Investing.com lists third-quarter revenue of TWD 133.65 billion against a TWD 125.54 billion forecast and EPS of TWD 25.40 against TWD 23.75 expected.

What constrains the next phase?

Management expects DRAM average selling prices to improve gradually in the December quarter, but depleted inventory is limiting volume growth. AI infrastructure and server applications already contribute more than 20 percent of revenue, and management targets a 40 to 50 percent share by 2029 or 2030.

The capacity plan is capital intensive. Nanya targets TWD 69.7 billion of capital expenditure for 2026, while equipment installation for the new fab is scheduled for the first quarter of 2027. Bit shipments may remain flat until new-fab wafer output begins in the second half of 2027.

Three dated steps for Nanya

On October 1, 2026, Nanya announced machinery equipment spending of TWD 1.2 billion, according to MarketScreener. On October 12, 2026, it reported third-quarter revenue of TWD 133.65 billion. On October 19, 2026, Nanya Technology was last quoted at TWD 436.00 on the Taiwan market, according to Global Banking and Finance.

Next results date

The next reporting date is January 14, 2027. The earnings calendar lists that date for the December 2026 period, giving investors a defined checkpoint for pricing, shipments and capital spending.

Taiwan quote and valuation

Nanya Technology was last at TWD 422.00 on the Taiwan Stock Exchange on October 20, 2026 at 1:30 p.m. TST. Its market capitalization was TWD 1.5 trillion, and its 52-week range was TWD 102.00 to TWD 569.00, both as of October 20, 2026.