2026/10/12

Nanya Technology Reports Results for the Third Quarter 2026

October 12, 2026 – Nanya Technology Corporation ("NTC”, TWSE: 2408), today announced its results of operations for the third quarter, ended September 30, 2026. NTC's quarterly sales revenue was NT$133,649 million, a 61.9 percent increase compared to that in the second quarter of 2026. In the third quarter of 2026, average selling prices (ASP) increased by more than sixty percent and bit shipment decreased by mid-single digit percent quarter over quarter.

Gross profit of the quarter was NT$114,482 million; gross margin was 85.7 percent, a 6.2 percentage points improvement from that in the previous quarter. Operating income of the quarter was NT$106,894 million; operating margin was 80.0 percent; a 6.3 percentage points improvement from that in the last quarter. Non-operating income of the quarter was NT$2,438 million. The Company had net income of NT$87,627 million, with net margin of 65.6 percent. Earnings per share (EPS) was NT$25.4 (based on weighted average outstanding shares of 3,450 million). Net income for the first three quarters of 2026 reached NT$163,877 million, with EPS of NT$49.28 (based on weighted average outstanding shares of 3,325 million). Book value per share was NT$118.99 at the quarter end (based on outstanding shares of 3,450 million). All numbers are unaudited.

NTC's AI infrastructure-related business, which includes servers, networking, storage and system management solutions, currently accounts for more than 20% of total revenue. NTC's new fab is scheduled for equipment move-in in the first quarter of 2027, with capacity ramping to 30,000 wafer starts per month by the end of 2028 and reach full capacity of 50,000 wafer starts per month by the end of 2030. Meanwhile, NTC plans a 3D wafer packaging and testing fab at Pingtung Science Park, incorporating advanced 3D IC technologies, including through silicon vias (TSVs) and wafer stacking, by the end of 2028. NTC's future capacity expansion will primarily be planned in line with customers' AI projects under long-term agreements (LTAs).

The Company expects to begin customer qualification of 1C in the first quarter of 2027. The development of 1D and 1E, along with EUV, continues to progress according to schedule. NTC is committed to strengthening its position as a diversified memory solutions provider. By leveraging its manufacturing expertise, technological know-how, ongoing capacity expansion, and advanced packaging and testing capabilities, NTC aims to further deepen customer partnerships and capture new growth opportunities arising from AI-driven innovation.

Q3 2026 Consolidated Income Statement