News / Taiwan / cnyes
Nan Ya Plastics Hits Limit Up to NT$207 on Strong AI-Driven Material Demand
Process Industries · Chemicals: Major Diversified · cnyes · 2026-08-26
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Nan Ya Plastics shares surged to a one-month high, hitting the daily limit as AI-driven demand for high-end electronic materials boosted its performance.
What Happened
Electronic Materials Growth: Nan Ya Plastics reported that electronic materials accounted for over 50% of its revenue in the first half of the year, with EPS reaching a record NT$5.17. The surge in AI-related demand for fiberglass, copper foil, and ABF substrates has become a primary growth driver.
Institutional Buying: Institutional investors have been aggressively accumulating Nan Ya shares, with investment trusts recording four consecutive days of net buying. The market is bullish on the company's ability to leverage its production capacity to meet high-end AI hardware requirements.
Operational Outlook: Analysts anticipate Q3 revenue will surpass Q2, supported by strong demand for electronic materials, polyester films, and epoxy resins. Additionally, the planned disposal of stakes in Nanya Technology and Nan Ya PCB is expected to bolster cash flow.
Market Advantage: Amidst global shortages of high-end raw materials and high copper prices, Nan Ya’s supply chain stability and production scale provide a significant competitive edge. The company is actively shifting its product mix toward higher-margin offerings while adjusting prices for commodity products.