Taiwan's Nanya expects DRAM prices to climb further in Q4
The memory maker said AI-related demand and tight supply pushed third-quarter revenue up 61.9% and gross margin to 85.7%.
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Memory crunch goes on: Nanya
DRAM chipmaker Nanya Technology Corp (南亞科技) expects memory prices to remain on an upward trajectory this quarter due to an acute supply crunch and strong artificial intelligence (AI) demand, boosting the company’s gross margin outlook.A 60 percent sequential surge in the average selling prices sent
Nanya Technology expects DRAM prices, margins to rise in Q4
Taipei, Oct. 12 (CNA) Nanya Technology Corp. expects dynamic random access memory (DRAM) prices and gross margins to keep rising in the fourth quarter as the memory market remains severely undersupplied, company President Lee Pei-ing (李培瑛) said Monday.
Nanya Reports Results for Q3 2026, Revenue Increases 61.9%
Nanya Technology Corporation ("NTC", TWSE: 2408), today announced its results of operations for the third quarter, ended September 30, 2026. NTC's quarterly sales revenue was NT$133,649 million, a 61.9 percent increase compared to that in the second quarter of 2026. In the third quarter of 2026, average selling prices (ASP) increased by more than sixty percent and bit shipment decreased by mid-single digit percent quarter over quarter. Gross pr…
Nanya Technology pointed out that AI is bringing structural changes to the DRAM market. Due to the slower pace of new factory commissioning and longer equipment delivery times, the supply-demand imbalance is unlikely to be resolved in the short term and may continue until early 2028. Currently, AI infrastructure accounts for over 20% of Nanya Technology's total revenue. With the commissioning of new factories, the company expects AI-related busi…
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