2026/07/10

Nanya Technology Reports Results for the Second Quarter 2026

July 10, 2026 – Nanya Technology Corporation ("NTC", TWSE: 2408), today announced its results of operations for the second quarter, ended June 30, 2026. Nanya's quarterly sales revenue was NT$82,549 million, a 68.2 percent increase compared to that in the first quarter of 2026. In the second quarter of 2026, average selling prices (ASP) increased by more than sixty percent and bit shipment remained flat.

Gross profit of the quarter was NT$65,619 million; gross margin was 79.5 percent, an 11.6 percentage points improvement from that in the previous quarter. Operating income of the quarter was NT$60,826 million; operating margin was 73.7 percent; a 12.4 percentage points improvement from that in the last quarter. Non-operating income of the quarter was NT$1,503 million. The Company had net income of NT$50,192 million, with net margin of 60.8 percent. Earnings per share (EPS) was NT$14.66 (based on weighted average outstanding shares of 3,423 million). Net income for the first half of 2026 reached NT$76,250 million, with EPS of NT$23.38 (based on weighted average outstanding shares of 3,262 million). Book value per share was NT$93.49 at the quarter end (based on outstanding shares of 3,450 million). All numbers are unaudited.

In the first half of the year, AI infrastructure and server applications accounted for more than 20% of NTC's revenue. The Company continued to expand its product portfolio, including DDR5, LPDDR5/5X, DDR4, LPDDR4/4X, DDR3 and LPDDR3, to meet diverse market demand. In addition, the Company is committed to support customized AI/WoW development and AI infrastructure products to drive high-value-added business growth. The first phase of the new fab capacity expansion is planned to reach 30 thousand wafer starts per month by 2028. Total planned capex for the full capacity (i.e. 45 thousand wafer starts per month) is estimated at NT$480 billion. The development of 1C, 1D and 1E technology nodes, along with EUV capabilities, is progressing as planned. In terms of sustainability, NTC earned recognition in the 2026 Dow Jones Best-in-Class (DJBIC) World Index and the S&P Global Sustainability Yearbook Member 2026.

Q2 2026 Consolidated Income Statement