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Nanya Technology forecasts 20 percent average selling price growth following strong quarterly results
Sunday, January 4, 2026 at 04:59 PM
Nanya Technology reported a strong quarter and provided guidance for average selling price (ASP) growth of approximately 20 percent.
Context
Nanya Technology delivered record-breaking fourth-quarter results, highlighting a massive turnaround in the DRAM market fueled by AI-induced supply shifts. As major competitors like Samsung and Micron pivot production capacity toward high-bandwidth memory (HBM) for AI servers, a severe shortage in conventional DRAM has allowed Nanya Technology to capture significant price premiums.
Quarterly revenue skyrocketed 358% year-on-year to NT$30.09 billion, while net profit jumped 804% to NT$11.08 billion. This growth was primarily driven by an average selling price (ASP) increase in the 30s% range compared to the third quarter, alongside low-teens percentage growth in bit shipments. Efficiency gains were reflected in a robust 49% gross margin and a 39.1% operating margin.
With supply expected to remain tight across both legacy and advanced nodes through 2026, Nanya Technology is positioning for sustained profitability. The firm has signaled aggressive capital expenditure to accelerate its transition to 10nm-class technology, aiming to capitalize on the persistent imbalance between AI-driven demand and global manufacturing capacity.
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