Nanya buys NT$1.06 billion equipment. Analysts see 11.95% upside for Nanya Technology stock

Published on 10/01/2026 at 21:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached TWD 82.55 billion, up 68.20 percent quarter over quarter. The next report for Nanya Technology stock is October 12, 2026.

Nanya Tech, TW0002408002, Illustration mit AI erstellt.

Nanya Technology Corporation acquired NT$1.06 billion of machinery and equipment on September 18, 2026, while analysts see 11.95 percent upside for Nanya Technology stock. The equipment spending adds to a capacity expansion story that is unfolding alongside a sharp improvement in memory pricing.

Equipment spending follows sharp growth

According to MarketScreener on September 18, 2026, Nanya Technology acquired machinery and equipment worth NT$1.06 billion. The purchase follows additional equipment plans reported in September, including NT$1.16 billion and NT$2.68 billion projects, pointing to sustained investment in production capacity.

MarketScreener reported on September 3, 2026, that Nanya Technology revenue surged 561.00 percent in August compared with August 2025. The monthly figure places the investment program against a much stronger demand and pricing backdrop than the company faced a year earlier.

Second-quarter profit sets the benchmark

In the second quarter of 2026, revenue reached TWD 82.55 billion, up 68.20 percent from TWD 49.09 billion in the first quarter. Investing.com reported that second-quarter net income rose to TWD 50.19 billion from TWD 26.06 billion in the first quarter, while earnings per share reached TWD 14.66.

The operating picture is unusually concentrated in pricing. Investing.com reported a second-quarter gross margin of 79.50 percent and said average selling prices rose 60.00 percent quarter over quarter while shipments remained flat. That combination makes the next report important because the current earnings acceleration depends more on price than on unit growth.

Analyst target and next report

Investing.com listed an average analyst target of TWD 581.00 and a September 30, 2026 reference price of TWD 519.00, implying 11.95 percent upside to the target. Its table showed 11 Buy ratings and 1 Sell rating among 12 analysts, with JPMorgan at a TWD 850.00 target on August 10, 2026.

The company has scheduled its third-quarter 2026 earnings conference for October 12, 2026. The official Nanya Technology investor calendar lists an online event from 3:00 p.m. to 4:00 p.m. Taiwan time. Revenue growth, gross margin and the pace of equipment spending will be the central figures for that update.

Market value remains elevated

Nanya Technology had a market capitalization of TWD 1.6 trillion as of October 1, 2026. Its 52-week range was TWD 79.20 to TWD 569.00 on the same date, leaving the stock near the upper end of its annual trading span and making future margin delivery more important to the valuation.