Nanya Technology reports third-quarter profit surge as Nanya Technology stock faces capacity test

Published on 10/19/2026 at 10:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter revenue hit TWD 133.65 billion, up 61.90 percent quarter over quarter. For Nanya Technology stock, shipments stay flat until 2027.

Earnings and capacity timeline

Nanya Technology reported TWD 87.627 billion in net income for the third quarter on October 12, 2026.
Gross margin reached 85.70 percent in the third quarter, up 6.20 percentage points from the prior quarter.
Nanya Technology stock last traded at TWD 436.00 at 1:30 p.m. TST on October 19, 2026.
The next earnings report is scheduled for January 14, 2027.

Nanya Tech, TW0002408002, Illustration mit AI erstellt.

Nanya Technology Corporation reported TWD 87.627 billion in third-quarter net income on October 12, 2026, as DRAM pricing pushed revenue to TWD 133.649 billion. The results give Nanya Technology stock a strong earnings backdrop, but new capacity remains the central test for the next phase.

Third-quarter pricing drives profit

According to Taiwan News on October 12, 2026, third-quarter revenue rose 61.90 percent from the prior quarter as average DRAM selling prices increased more than 60.00 percent. Sales volume fell 4.00 percent to 6.00 percent as inventory was largely depleted.

Gross margin reached 85.70 percent, an increase of 6.20 percentage points from the prior quarter. Net profit for the first nine months of 2026 reached TWD 163.877 billion, with earnings per share of TWD 49.28, according to the same investor-conference report.

Three dates show the expansion path

Investing.com lists TWD 30.09 billion of revenue for the fourth quarter of 2025 on January 18, 2026, TWD 82.55 billion for the second quarter of 2026 on July 9, 2026, and TWD 133.65 billion for the third quarter on October 11, 2026. The sequence shows how quickly pricing has changed the earnings profile.

What does capacity mean for margins?

The answer depends on whether pricing power lasts until new output arrives. Taiwan News reported that equipment installation at the new 5A fab is scheduled to begin in the first quarter of 2027, with monthly capacity targeted at 30,000 wafers by the end of 2028 and 50,000 by the end of 2030. Management also expects DRAM prices and gross margin to rise further in the fourth quarter, while shipment growth remains constrained before the new fab contributes.

The next reporting date is January 14, 2027, according to Investing.com. That date will provide the first major check on whether higher DRAM prices continue to offset limited bit shipments.

Taiwan quote and valuation

Nanya Technology last traded at TWD 436.00 on the Taiwan Stock Exchange on October 19, 2026 at 1:30 p.m. TST. Its market capitalization was TWD 1.5 trillion, while the 52-week range stood at TWD 102.00 to TWD 569.00 as of October 19, 2026.