Nanya Technology Reports Over 60% Q3 DRAM Price Rise, 85.7% Gross Margin
Memory manufacturer Nanya Technology announced its third-quarter results, showing a more than 60% sequential increase in average DRAM selling prices and a gross margin of 85.7%.
Nanya Technology, a memory manufacturer, released its consolidated financial report for the third quarter of 2026. The company reported revenues of NT$133.649 billion (approximately RMB 28.053 billion), marking a 61.9% increase from the previous quarter and a 611.7% rise year-over-year.
The average selling price (ASP) for DRAM increased by over 60% quarter-over-quarter, despite a slight decrease in shipment volume. Nanya Technology's gross margin reached 85.7%, up 6.2 percentage points from the prior quarter. The operating profit margin stood at 80.0%, and the net profit margin was 65.6%.
AI infrastructure now accounts for over 20% of Nanya Technology's total revenue. The company's future capacity expansions are primarily targeted towards AI projects secured by long-term customer contracts, reflecting the growing demand for high-performance memory solutions in AI applications.
Nanya Technology plans to bring new wafer fabrication facilities online in the first quarter of 2027. The company aims for a monthly production capacity of 30,000 wafers by the end of 2028 and 50,000 wafers by the end of 2030. Additionally, the company intends to introduce 3D IC technologies, such as TSV and wafer stacking, within 2028.