Nanya Technology: DRAM Supply Gap to Extend Until End of Next Year, New Fab to Begin Mass Production Next Year

Pei-ying Lee, General Manager of Nanya Technology, stated today that the company has established partnerships with multiple global AI firms. Recently, four clients including Solidigm, SanDisk Technologies, Kioxia and Cisco have participated in its private placement, all targeting cloud-based AI applications. More clients have also expressed intentions for future cooperation.

He pointed out that current production capacity falls short of client demand, and the supply-demand gap in the DRAM market is expected to last until the end of next year. Since the privately placed shares subscribed by the four investors will be subject to a three-year lock-up period, Nanya Technology has committed to stable product supply for three years to forge long-term strategic ties with its clients.

Nanya Technology will actively advance new plant construction and capital expenditure plans, with capital spending projected to exceed NT$52 billion in 2026.

In terms of new plant progress, equipment installation is set to kick off in Q1 next year, followed by mass production in the second half of the year. The new facility will start contributing output from late next year through the year after next, adding over 30,000 wafers in monthly capacity. Its overall production capacity is expected to surge by 80% to 100% within two to three years.

Additionally, customized ultra-high bandwidth flash memory has begun generating revenue, which is poised to drive notable revenue growth in the first half of 2027.