)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Nanya Technology
Nanya Technology (2408) investor relations material
Nanya Technology Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Jan, 2026
Executive summary
Q4 2025 net sales reached TWD 30.094 billion, up 60.3% sequentially and 357% year-over-year, driven by higher ASP and shipment volumes.
Full-year 2025 revenue was TWD 66.587 billion, a 95.1% increase from 2024, with net income of TWD 6.603 billion, reversing a loss in the prior year.
Gross margin for Q4 was 49%, with net margin at 36.8% and EPS of TWD 3.58; full-year gross margin was 22.5% and EPS TWD 2.13.
Strong cash flow generation and debt repayment in Q4 improved the net cash position to TWD 38.5 billion by year-end.
Financial highlights
Q4 gross profit was TWD 14.759 billion (49% margin), up from TWD 3.465 billion (18.5%) in Q3.
Operating income in Q4 was TWD 11.781 billion (39.1% margin), up from TWD 1.119 billion (6%) in Q3.
Q4 net income was TWD 11.083 billion (36.8% margin), up from TWD 1.563 billion (8.3%) in Q3.
Full-year 2025 operating income was TWD 5.243 billion (7.9% margin), compared to a loss of TWD 10.555 billion in 2024.
Book value per share at year-end was TWD 54.99, up from TWD 53.27 in 2024.
Outlook and guidance
Q1 2026 ASP expected to rise by at least 10%, possibly exceeding 20%, driven by continued tight supply and strong demand.
2026 shipment growth targeted in the teens percentage year-over-year, with new fab ramping up in phases starting mid-2026.
CapEx for 2026 planned at TWD 50 billion, with 30% allocated to wafer capacity and 70% to new fab construction.
Dividend payout guidance for 2025 earnings is 45%-55%, with a lower ratio expected for 2026 to preserve cash for expansion.
New fab's initial output and 2027 ramp-up plan?
Q1 2026 ASP outlook and contract negotiation
DDR5 mix growth strategy and DDR3 impact?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Nanya Technology earnings date
Q1 20269 Apr, 2026
Nanya Technology
Next Nanya Technology earnings date
Q1 20269 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Nanya Technology Corporation specializes in the research, development, design, manufacture, and sale of Dynamic Random Access Memory (DRAM) products. The company is active in the semiconductor industry, focusing on standard DRAM, low power DRAM, MCP, eMCP, KGD, automotive and industrial DRAM, and module solutions. Nanya Technology has a large focus on innovation, having developed 10nm class DRAM process technologies, including DDR5 and LPDDR5 products. Nanya Technology is headquartered in Taiwan, and its shares are listed on the Taiwan Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage