Nanya Technology posts record DRAM profits amid global memory shortage and rising AI server demand

Nanya Technology (南亞科) reported second‑quarter earnings with revenue of NT$825.5 billion, a 68 % quarter‑on‑quarter increase, and a gross margin of 79.5 %. The average DRAM selling price rose more than 60 % from the prior quarter, driving net profit to NT$608.3 billion. The company announced a US$16 billion (about NT$500 billion) capital‑expenditure plan to expand wafer capacity and introduce EUV equipment for advanced DRAM nodes, with new fab construction slated for 2027‑2029.

Analysts such as UBS project that DRAM supply will remain constrained through 2028, with high‑bandwidth memory (HBM) demand surging alongside AI workloads. Even as NAND and DRAM costs now represent roughly 60 % of the bill‑of‑materials for sub‑$400 smartphones, manufacturers like Samsung, Xiaomi and OPPO are trimming low‑end product lines and shifting focus to mid‑range and flagship devices.

In parallel, AI‑server ODMs in Taiwan—Wistron, Foxconn and Quanta—are seeing strong order flow for NVIDIA‑based GB200 and GB300 chassis, with expectations of 70‑80 % year‑on‑year growth. Despite some delivery schedule adjustments, the overall demand trajectory for AI infrastructure remains robust, underpinning the broader memory‑chip market recovery.