[News] Nanya Tech Reportedly Sees Double-Digit DRAM Price Gains in Q2, with Multiple Partnerships in Discussion
While Nanya Technology drew market attention with a $2.5 billion private placement backed by SanDisk, Kioxia, and Solidigm, the Taiwanese DRAM maker also posted strong results on April 13. Notably, Next Apple, citing General Manager Lee Pei-ying, reports that DRAM prices in the second quarter are expected to outperform the first, with double-digit gains.
According to TechNews, Nanya Tech’s consolidated revenue in the first quarter reached NT$49.09 billion, up 63.1% quarter-on-quarter, while net profit surged to NT$26.06 billion. Liberty Times adds that net profit during the period soared 134.9% quarter-on-quarter and 1,442.8% year-on-year, with EPS at NT$8.41—marking a record quarterly high.
TechNews attributes the robust earnings to a sharp surge in ASP, which rose more than 70% despite a mid-single-digit decline in shipment volume.
Notably, while Lee reportedly expects DRAM prices to rise by double digits in the second quarter, he also addressed recent spot price fluctuations, describing spot price softness as a short-term correction.
According to TechNews, Nanya Technology said DDR5 accounts for about 10% of revenue and will be flexibly adjusted, while DDR4 and DDR3 will continue to fill near-term supply gaps. Meanwhile, Next Apple, citing Lee, reports the company’s customized stacked memory product UWIO (Ultra Wide I/O) has begun contributing initial revenue, though still at an early stage.
Nanya Tech Private Placement Deepens Customer Ties
TechNews, citing Lee, reports that Nanya Tech’s private placement with four major customers (SanDisk, Kioxia, SK hynix’s Solidigm and Cisco) is aimed at deepening collaboration and securing stable supply across a diversified product portfolio. The company completed the share subscription on April 8, raising NT$78.72 billion in full, with participating customers holding about 10.19% post-investment, the report adds.
The Economic Daily News reports that the partnership focuses on three key areas. First, customer equity participation enables direct involvement in new product development, accelerating Nanya Tech’s AI memory roadmap. Second, the company will offer a diversified DRAM portfolio—including DDR5, LPDDR5, and DDR4—to support customers’ development in SSDs and networking equipment. Third, the capital injection will fund capacity expansion, ensuring stable supply amid surging AI-driven demand.
The report adds, citing Lee, that multiple companies are in talks with Nanya Tech for further collaboration beyond equity investment. Lee also said there are no plans for another private placement in the near term, but confirmed ongoing discussions with potential partners, which could extend to joint R&D, capacity allocation, or broader supply chain integration—underscoring growing industry engagement in AI memory, according to the Economic Daily News.
Read more
- [News] NAND Leaders Bet on Taiwan’s DRAM Maker: Why Kioxia, SanDisk, SK hynix Back Nanya Tech’s $2.5B Deal?
- [News] Nanya Tech: DRAM Up Month by Month in 1Q, Sharp 2Q Jump Ahead, Shortage Through 2028
(Photo credit: Nanya Technology)
