Source item

Nanya Technology’s gross margin hit 85.7% in the 3rd quarter as DRAM average selling prices (ASPs) rose 60% over the second quarter amid a severe DRAM shortage and rising prices, media report: Q3 revenue rose 61.9% over the 2nd quarter to NT$133.65 billion Q3 operating margin 80% Q3 net profit NT$87.63B, more than past 7-years combined EPS NT$25.4 Nanya will install equipment in new fab in the 1st quarter, aiming for 30,000 wafers per month (wpm) capacity by end-2027. Nanya said it will build an advanced packaging plant in Pingtung, Taiwan AI demand is crowding out other products for access to DRAM, as AI-related firms are willing to pay more for chips. Some clients are reducing DRAM specs to cope with the shortage. Long Term Agreements (LTAs) are becoming standard for DRAM. Links: https://t.co/wZgISfx7bn https://t.co/6DppD4jm7k https://t.co/3ts1Ofkl18