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Nanya Technology
Nanya Technology (2408) investor relations material
Nanya Technology Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Oct, 2026
Executive summary
Q3'26 revenue rose 61.9% QoQ and 611.7% YoY to NT$133.649B; net income reached NT$87.627B.
ASP increased >60% QoQ, more than offsetting mid-single-digit lower bit shipments.
Shipments are expected to remain flat until new-fab wafer output begins in Q4'27.
Financial highlights
Gross profit was NT$114.482B, operating income NT$106.894B and EBITDA NT$110.002B.
Net income was NT$87.627B versus NT$50.192B in Q2'26 and NT$1.563B in Q3'25; Q3 EPS was NT$25.40.
Q1'26–Q3'26 net profit totaled NT$163.9B, with EPS of NT$49.28.
R&D expense was NT$5.145B and SG&A NT$2.443B; both rose QoQ, mainly due to employee compensation.
Outlook and guidance
2026 bit shipments are projected to grow by high-teens YoY; shipments are expected to stay flat until new-fab output in Q4'27.
Tight DRAM supply is expected to persist, with ASPs likely to improve gradually.
AI infrastructure revenue is targeted to rise from >20% currently to 40%–50% by 2029 or 2030.
LTAs cover 50%–70% of output; three-year contracts account for >20%, with plans to expand long-term commitments.
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Latest events from Nanya Technology
- Q2 revenue and profit surged on higher ASP and AI demand, with strong margins and outlook.2408
Q2 2026 - Q1 2026 delivered record net income and revenue growth, fueled by DRAM demand and ASP gains.2408Q1 2026
- Q4 2025 revenue soared 60% sequentially, driving a dramatic full-year profit rebound.2408Q4 2025
- Q3 2025 delivered strong revenue growth and profitability, despite ongoing nine-month losses.2408Q3 2025
- Revenue rose 46.4% QoQ, but net loss widened; gross margin seen turning positive in Q3.2408Q2 2025
- Q3 net loss driven by shipment declines and power outage; 2024 guidance and CAPEX cut.2408Q3 2024
- Revenue and margins improved in Q2, but earthquake drove net loss; AI and DDR5 to boost H2.2408Q2 2024
- Q1 2025 revenue up 9.3% sequentially, net loss NT$1.94b, shipment growth outlook raised.2408Q1 2025
- 2024 revenue up 14.2%, net loss narrows, DDR5 and AI investments drive future growth.2408Q4 2024
Next Nanya Technology earnings date
Q4 20268 Jan, 2027
Nanya Technology
Next Nanya Technology earnings date
Q4 20268 Jan, 2027
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