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Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge

Latest from Tom's Hardware ·Luke James·2 months ago
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Nanya Technology plans to increase its capital expenditure to more than TW$200 billion ($6.2 billion) in 2027, roughly four times its budget for this year, President Pei-Ing Lee said during an online briefing. The Taiwanese memory maker reported unaudited second-quarter revenue of T$82.55 billion, up 684% from 2025, and net income of T$50.19 billion, up 1,324%. Gross margin reached 79.5%, against a negative 20.6% during the same quarter of 2025. That single quarter's profit is 7.6 times what Nanya earned across the entirety of last year, and the quarter's revenue exceeds the company's entire 2025 sales. Nanya spent T$13.2 billion on capex in 2023, T$16.1 billion in 2024, and T$13.4 billion in 2025, and has budgeted up to T$52 billion for 2026, per its Q1 investor presentation. Those four years together come to T$94.7 billion, less than half what Lee intends to spend in 2027 alone.…

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