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As global memory giants led by Samsung phase out DDR4 production, Taiwanese DRAM maker Nanya Technology is emerging as a key beneficiary of the resulting supply squeeze. According to Yahoo! Finance, General Manager Lee Pei-ying said that due to a significant supply gap in DDR4 and LPDDR4, many custo...
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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 ex...
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Please note that this article cites information from Reuters, Nikkei, Economic Daily News, Commercial Times, EBN News and Nanya Technology. The memory market may be moving beyond a “zero-sum” game. Following Micron’s acquisition of PSMC’s fab to expand DRAM capacity in early 2026, collabo...
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Taiwanese DRAM maker Nanya Technology expects DRAM supply tightness to persist through 2028 and is ramping up expansion, while also revealing, for the first time, progress on its custom AI memory development. Citing company president Lee Pei-Ing, Commercial Times reports that some products have alre...
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As memory prices accelerate on tight supply, major vendors led by Samsung have launched fresh DRAM hikes. Against this backdrop, Taiwan’s top DRAM maker Nanya Technology said prices are still rising month by month this quarter, with second-quarter quotes poised to “jump” sharply, according to ...