Nanya Technology Reports Record August Revenue of NT$44.69 Billion, Expects Over 20% DDR4 Price Hike in 2H26

Nanya Technology announced consolidated revenue of NT$44.69 billion for August 2026, up 1.88% month-over-month and 560.85% year-over-year, setting a new all-time monthly high. Cumulative revenue for January–August reached NT$220.194 billion, with a staggering 638.19% increase compared to the same period last year, with operational momentum continuing to heat up. They believe the DRAM market outlook for 2026 remains positive, with prices trending upward quarter by quarter, and expect DDR4 prices to rise by more than 20% in the second half of this year. Nanya Technology's gross margin for Q3 is expected to continue improving, and Q4 margins could remain at similar levels to Q3. Additionally, AI-driven demand for high-end DRAM, combined with continued supply contraction of DDR4, is expected to be the main growth driver for Nanya Technology's operations in the second half of the year.