Nanya Q3 2026 slides: margins soar to 85.7% on DRAM pricing surge
Nanya Technology Corporation reported strong financial results for Q3 2026, with net sales surging to TWD 133.6 billion, a 61.9% increase year-over-year. The company's gross margins expanded to 85.7%, and operating margins hit 80%, driven by a 60% quarter-over-quarter increase in average selling price. Despite a slight decline in bit shipments, the company's pricing power in the constrained DRAM market resulted in substantial profitability.
Nanya's net income reached TWD 87.6 billion, with earnings per share at TWD 25.40, up from earlier quarters. The company's capital expenditure program, tied to AI infrastructure demand, includes a new Fab 5A with a capital investment of TWD 346.6 billion. The first phase of the new fab is expected to commence production in 2027, with full capacity reaching up to 50,000 WSPM by 2030.
Management anticipates sustained pricing strength and flat shipment volumes until new production capacity becomes available.
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