Nanya Technology Corp., Taiwan’s largest DRAM manufacturer, expects the memory market to bottom out in the first half of 2025 as AI applications fuel demand across multiple sectors, according to General Manager Lee Pei-Ing.
The Formosa Plastics Group subsidiary aims to return to profitability this year after struggling with market weakness. Lee cited three key markets driving recovery: AI PCs, AI smartphones, and consumer electronics, all showing signs of revival after more than a year of sluggish performance.
“Without Chinese competitors’ capacity, the DRAM market would have already recovered,” Lee noted, acknowledging the impact of mainland Chinese manufacturers whose production capacity now significantly exceeds Nanya’s own.
The company is advancing its technological capabilities, with its independently developed 1B process technology expected to account for over 30% of bit production by the end of 2025. Nanya plans to launch an updated 16Gb DDR5 6400 in the first half of this year, followed by new-generation LPDDR4 in the second half, with LPDDR5 scheduled for 2026.
Major memory suppliers are accelerating production of HBM and high-density DDR5, while cloud providers increase investments in AI servers. Smartphone manufacturers have normalized inventory levels, with both shipments and DRAM content likely to increase compared to last year.
To counter competitive pressures, Nanya is strengthening its core competitiveness by entering the high-end DDR5 high-density module market, enhancing low-power and medium/low-capacity product sales, and expanding customized business offerings.
