TAIPEI (Taiwan News) — Nanya Technology reported a Q4 net profit of NT$11.08 billion (US$351.09 million) on Monday, driven by rising DRAM sales volumes and prices.
The company said Q4 revenue surged 60.3% to NT$30.09 billion, supported by higher DRAM sales volumes and a more than 30% increase in average selling prices, per CNA. Sequentially, sales volumes rose 11–13%, reflecting strong demand across multiple product lines.
Gross margin improved to 49% in Q4, up 30.5 percentage points from the previous quarter, benefiting from rising prices, lower manufacturing costs, and improved depreciation.
For the full year, Nanya reported NT$66.58 billion in revenue and NT$6.6 billion in net profit, with EPS of NT$2.13, per UDN. The company said the results reflect sustained demand for DRAM and operational efficiencies across its production lines.
Looking ahead, Nanya President Li Pei-ying (李培瑛) said DRAM prices are expected to continue rising in Q1, though increases may be more modest than in Q4 last year. He said seasonal effects could moderate demand in the second half of the year.
Li added that new DRAM production capacity will remain limited through 2026 and the first half of 2027, keeping products, including DDR5 and DDR4, in short supply.
Regarding Micron’s acquisition of Powerchip’s Tongluo fab in Miaoli, Li said the move is unlikely to disrupt the market as equipment and process transfers will take time. Taiwan-US trade developments could affect the industry, he added, though Nanya has no immediate plans to build a US plant.





