Nanya Technology Commits Big to 5A Fab Plan, Raises 2026 CAPEX by 34%

According to media reports, Nanya Technology's board of directors has recently passed several major resolutions, announcing the launch of a long-term investment plan for its new 5A fab.

Monthly Capacity Target Nears 36,000 Wafers, with Production Starting in 2H2027

Under the plan, the monthly wafer input at the 5A fab will be ramped up in phases. Production is expected to begin in the second half of 2027, reaching 30,000 wafers per month by 2028, and further increasing to 35,900 wafers per month in 2029. Future expansion to full capacity will depend on market demand.

The 5A fab has a maximum planned capacity of 45,000 wafers per month, with total investment estimated at approximately US$16 billion. It will be deployed in phases based on market conditions.

2026 CAPEX Raised by 34%, 5A Fab to Accelerate Advanced Process Adoption

To align with the new fab construction schedule and equipment delivery timelines, Nanya Technology's board has revised its 2026 capital expenditure budget upward from NT$52 billion to NT$69.7 billion, with an increase of approximately 34%. The additional budget is primarily allocated for partial equipment prepayments required for the 5A fab, ensuring the new facility can commence production as scheduled.

Over the longer term, the capital expenditure budget from 2026 to 2029 is capped at NT$346.6 billion, and will introduce 10nm-class advanced processes, including 1B, 1C, 1D, and 1E nodes, along with EUV lithography equipment. The 5A fab is not only a key base for Nanya Technology's entry into the 10nm generation, but also its first production site to fully adopt EUV equipment, marking the company's official move into a new round of process technology upgrades.