What was Nanya Technology's Q2 operating margin?

Q2 operating margin reached 73.7%, up 12.4 percentage points from last quarter.

What is the revenue share of Nanya's AI-related products?

Revenue from AI infrastructure and server products exceeds 20% and is growing.

How much will Nanya's new fab investment cost?

Total capex for the new fab is estimated at NT$480 billion, with volume production in 2028.

What are Nanya Technology's main products?

Main products include DDR5, LPDDR5/5X, DDR4, LPDDR4/4X, DDR3, and LPDDR3.

What was Nanya's EPS for first half 2024?

First-half 2024 EPS totaled NT$23.07 per share.

Nanya Technology Q2 Gross Margin Soars to 79.5%, Quarterly Net Profit Exceeds NT$50 Billion, EPS NT$14.66

Published Jul 10, 2026 6:15 PM ・ Updated Jul 13, 2026 3:13 PM ・ 4 min read ・ Source: PR Times

DRAM manufacturer Nanya Technology (2408-TW) held its earnings call today (10th) and released its Q2 financial report. Despite flat sales volume compared to Q1, average DRAM selling prices surged over 60% quarter-on-quarter, driving gross margin to a record high of 79.5% and operating margin to 73.7%. The company posted a quarterly net profit of NT$50.192 billion, with earnings per share (EPS) at NT$14.66.

DRAM manufacturer Nanya Technology (2408-TW) held its earnings call today (10th) and released its Q2 financial report. Sales volume remained flat compared to Q1, but benefited from an over 60% quarter-on-quarter increase in average DRAM selling prices, pushing gross margin to a record high of 79.5% and operating margin to 73.7%. The company posted a quarterly net profit exceeding NT$50 billion, reaching NT$50.192 billion, with earnings per share (EPS) at NT$14.66, and cumulative EPS for the first half of the year at NT$23.07.

Nanya Technology's Q2 revenue reached NT$82.549 billion, up 68.2% quarter-on-quarter and 684.2% year-on-year. Gross margin stood at 79.5%, up 11.6 percentage points from the previous quarter. Operating margin reached 73.7%, up 12.4 percentage points quarter-on-quarter, both turning positive compared to the same period last year. Post-tax net profit was NT$50.192 billion, up 92.6% quarter-on-quarter and turned profitable year-on-year. Net profit margin was 60.8%, up 7.7 percentage points from the previous quarter and turned positive year-on-year. Earnings per share (EPS) was NT$14.66.

Nanya Technology has recently entered the server supply chain, and in the first half of the year, revenue from products used in AI infrastructure and servers already exceeded 20%. The company continues to supply DDR5, LPDDR5/5X, DDR4, LPDDR4/4X, DDR3, and LPDDR3 products to meet diverse market demands.

Additionally, Nanya Technology continues to expand its portfolio of customized AI/WoW and AI infrastructure high-value-added products. The first phase of its new fab is planned for 30,000 wafers per month, to be ramped up in 2028, with full capacity at 45,000 wafers per month, and total capital expenditure is expected to reach NT$480 billion. The development of third-generation, fourth-generation, and fifth-generation 10-nanometer-class processes (1C/1D/1E) and EUV technology is progressing smoothly according to the original schedule.

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Source: PR Times
Category: 財報
Products / services: DDR5 / LPDDR5/5X

Nanya Technology Q2 Gross Margin Soars to 79.5%, Quarterly Net Profit Exceeds NT$50 Billion, EPS NT$14.66

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