TAIPEI (Taiwan News) — Taiwanese memory maker Nanya Technology attracted subscriptions from major global tech companies in a private share placement, signaling growing international interest in Taiwan’s memory sector.
The company completed a private placement of 351.57 million common shares, raising NT$78.7 billion (US$2.5 billion) at NT$223.9 per share. Nanya’s top 10 shareholders are expected to include Solidigm and Sandisk Technologies, subsidiaries of SK Hynix and Sandisk, respectively, along with Kioxia and Cisco, according to Yahoo Stocks.
Following the placement, Solidigm will hold a 2% stake in Nanya, Sandisk Technologies 4%, Kioxia 2%, and Cisco about 2%.
SK Hynix is the world’s second-largest producer of DRAM and NAND flash memory. Kioxia ranks third globally in NAND flash, while Sandisk is the fifth-largest supplier.
Industry experts said the investment could mark an important turning point for Nanya and Taiwan’s memory sector. With the rise of edge AI applications, Taiwanese memory firms may shift from technology followers to playing more essential roles in the global supply chain, according to CNA.
Edge AI combines artificial intelligence with edge computing, allowing AI models to run directly on devices such as smartphones and drones. Such capabilities require rethinking how memory and storage are configured and optimized under constraints of size, weight, and power, according to Gigabyte and Micron.
Liu Pei-chen (劉佩真), director of the Taiwan Industry Economics Database at the Taiwan Institute of Economic Research, said the investment reflects strategic considerations rather than purely financial motives.
Liu said static random-access memory, or SRAM, is expected to become increasingly important in edge AI applications, an area where Taiwanese memory manufacturers such as Nanya have strengths. As a result, Taiwan’s memory industry could move from being a technology follower to playing a more indispensable balancing role in the global memory landscape.
Nanya Technology reached a high of NT$326.5 per share in January and had been trading in a consolidation range in recent weeks. After Wednesday’s announcement, the stock opened at the daily limit-up of NT$249 on Thursday.
By 9:25 a.m., 25 minutes into trading, volume had reached 16,000 lots, or 16 million shares, with over 88,000 lots in buy orders. However, the early momentum did not hold, and the stock closed down 0.44% at NT$225.5.
