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

Pei-ing Lee, General Manager of Nanya Technology, stated today that the company is collaborating with several international AI companies. Recently, four customers have participated in a private placement, all targeting cloud AI applications. Because the private placement shares subscribed by these four customers are subject to a three-year lock-up period, Nanya Technology has committed to supplying them for three years. He pointed out that current production capacity cannot meet customer demand, and the supply-demand gap in the DRAM market is expected to continue until the end of next year. Nanya Technology will actively push forward with the construction of a new fab and capital expenditure, with capital expenditure expected to exceed NT$52 billion in 2026. The new fab is expected to begin equipment installation in the first quarter of next year, enter mass production in the second half of the year, and contribute to output from the end of next year to the following year. This is expected to add more than 30,000 wafers. It is anticipated that in two to three years, Nanya Technology's production capacity will increase by 80% to 100% compared to current levels.