On June 3, DRAM maker Nanya Technology reported consolidated May revenue of NT$27.67 billion, representing an 8.55% month-on-month uptick and a sharp 730.14% year-on-year surge. Its cumulative consolidated revenue for the January–May period reached NT$102.248 billion, jumping 649.62% from the same period a year earlier.
Separately, Nanya also announced multiple updates on the procurement of factory utility and production equipment. During an investor conference earlier at the company’s annual general meeting, Lee Pei-Ying, President of Nanya Technology, told the press that the DRAM sector has gradually moved past its historically volatile boom-bust cycles and entered a phase of steady structural growth, fueled by structural demand expansion driven by the artificial intelligence boom.
Benefiting from improved global memory supply-demand fundamentals, Nanya posted full-year consolidated revenue of NT$66.59 billion in 2025, a steep 95.1% annual increase. The firm’s full-year net profit after tax stood at NT$6.61 billion with a net profit margin of 9.9% and earnings per share of NT$2.13. It plans to distribute total cash dividends of NT$4.65 billion on August 6, equivalent to NT$1.35 per share based on 3.45 billion total outstanding shares following private placement.
Recent industry reports indicate Nanya is poised to secure supply slots for the Vera Rubin platform. Its LPDDR5X low-power memory products are undergoing qualification verification at TSMC’s Arizona fab in the United States, with testing centered on supply chain compatibility for primary AI server memory and advanced packaging validation. Nanya’s share price has climbed consistently and hit successive record highs since the news emerged.
(Reprinted from https://news.eccn.com/）