Nanya Technology stock: Q3 profit surges as AI demand lifts DRAM

Published on 10/31/2026 at 01:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nanya Technology stock is in focus after a powerful third-quarter performance driven by higher DRAM pricing. New capacity is planned.

Earnings and capacity plans

Nanya Technology delivered sharply stronger third-quarter results as DRAM average selling prices rose.
AI-related products already contribute more than one-fifth of revenue, while new capacity is planned from 2027.
Customer qualification for the company's 1C product is targeted for the first quarter of 2027.

Nanya Tech, TW0002408002, Illustration mit AI erstellt.

Nanya Technology reported a sharp improvement in third-quarter performance on October 12, 2026, as average selling prices for DRAM increased by more than 60 percent quarter over quarter. MarketScreener published the company's release, which said revenue reached TWD 133,649 million, up 61.9 percent from the second quarter.

Pricing drives quarterly gains

Gross profit rose to TWD 114,482 million, lifting the gross margin to 85.7 percent. Operating income reached TWD 106,894 million, while net income was TWD 87,627 million and earnings per share came to TWD 25.4. Bit shipments declined by a mid-single-digit percentage from the previous quarter, showing that the improvement was led primarily by pricing rather than unit growth.

Nanya said its AI infrastructure-related business, including servers, networking, storage and system management solutions, accounts for more than 20 percent of total revenue. The company expects customer demand linked to AI applications to support long-term growth in memory products, while limited inventory and capacity constraints remain important operating factors.

Expansion sets the next milestones

Equipment move-in at Nanya's new fab is scheduled for the first quarter of 2027. Capacity is planned to reach 30,000 wafer starts per month by the end of 2028 and 50,000 by the end of 2030. The company also plans a 3D wafer packaging and testing fab at Pingtung Science Park and expects to begin customer qualification of its 1C product in the first quarter of 2027.

Business and market position

Nanya Technology is a Taiwan-based semiconductor manufacturer focused on memory products. Its portfolio includes DRAM chips and wafer production services used in servers, mobile devices, personal computers and consumer electronics. The company sells across Taiwan, mainland China, Japan, the United States, Europe and other markets.

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