Nanya Technology emerged from a prolonged slump with its first quarterly profit since early 2023, reporting net income of NT$15.63 billion ($500 million) for the three months ended September. The turnaround comes as artificial intelligence applications drive memory demand while major suppliers shift production capacity toward high-bandwidth products, creating supply constraints for conventional DRAM chips.
The company posted earnings per share of NT$0.50 ($0.016) after suffering through eleven consecutive quarters in the red. Revenue climbed to NT$187.79 billion ($6 billion), up 78% from the previous quarter and more than doubling year-over-year figures—the strongest performance in 14 quarters.
Pricing power returned to the sector as manufacturers curtailed output of older DDR4 chips to focus on advanced memory for AI servers. Nanya’s average selling prices jumped roughly 40% quarter-over-quarter, while shipment volumes rose by the low-to-mid twenties percentage.
The Taoyuan-based manufacturer achieved an 18.5% gross margin after turning profitable at that level for the first time in three years. President Lee Pei-ying said the company would maintain its strategy of supplying DDR4 and LPDDR4 products while developing advanced offerings including 10-nanometer DDR5 chips and customized high-bandwidth memory solutions.
