Nanya Technology Reviews $6.2 Billion Equipment Investment, Aiming for 2028 Production

Taiwanese memory company Nanya Technology is considering increasing its equipment investment to $6.2 billion for 2027. The rise in demand for AI servers has led to an increase in DRAM prices and profitability; however, this plan is still in the pre-approval stage by the board of directors. Nanya has proposed a preliminary equipment investment plan exceeding NT$200 billion for 2027, which is approximately four times this year's spending. President Li Peiying stated that this plan aims to expedite investments in the new memory fab in New Taipei City. Nanya recorded revenues of NT$82.55 billion and a net profit of NT$50.19 billion in the second quarter of 2026, with a gross profit margin of 79.5%. The annual revenue for 2025 was exceeded by the revenue of just one quarter in the second quarter of 2026. The introduction of new fab equipment is planned for early 2027, with the expansion of memory production for AI servers cited as a reason for the surge in revenue. Nanya's new fab aims for a production capacity of 30,000 wafers per month by 2028, with a maximum capacity of 45,000 wafers per month. However, the investment review may not lead to an increase in supply. The DRAM market is characterized by rapid fluctuations between boom and oversupply, and expansions by major companies can influence price trends. Nanya's 2027 equipment investment plan is awaiting board approval, after which the introduction of new fab equipment and the 2028 production targets will be confirmed.

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