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Nanya Technology Reports Record October Revenue, Marking 12th Consecutive Month of Growth
Electronic Technology · Semiconductors · economic_daily · 2026-11-03
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DRAM manufacturer Nanya Technology posted October revenue of NT$46.48 billion, a nearly five-fold year-over-year increase, driven by strong AI-related demand.
What Happened
Revenue Performance: Nanya Technology announced October consolidated revenue of NT$46.48 billion, marking its 12th consecutive month of record-breaking performance. Year-to-date revenue for the first ten months has exceeded NT$311.76 billion, representing a significant year-over-year increase of over 600%.
Market Drivers: The company attributes this growth to robust market demand, particularly from the expanding AI sector which is squeezing supply for mobile and PC memory. Low inventory levels across the supply chain continue to support high DRAM pricing.
Future Outlook: Management expects DRAM supply to remain tight, with potential for further price increases and margin expansion in the fourth quarter. Short-term supply constraints are likely to persist as new production capacity and process upgrades require time to implement.
Client Strategy: To secure supply, clients are increasingly entering into long-term agreements, with Nanya's coverage ratio currently between 50% and 70%. Some customers are seeking to extend these contracts to three years or longer, underscoring the ongoing supply-demand imbalance.