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Nanya Technology (2408) investor relations material
Nanya Technology Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary13 Oct, 2025
Executive summary
Q3 2025 saw a return to profitability with gross margin at 18.5%, net margin at 8.3%, and EPS of NT$0.50, driven by higher ASP, bit shipment volumes, and robust demand in AI and cloud server markets.
Revenue surged 78.4% quarter-over-quarter and 130.9% year-over-year, reflecting strong market demand and improved pricing.
Capacity constraints will limit shipment growth until new fab completion in 2027; near-term growth will rely on efficiency improvements.
Positive outlook for Q4 2025 and beyond, with continued shipment increases and technology advancements expected.
Financial highlights
Q3 revenue reached NT$18,779M, up from NT$10,526M in Q2 and NT$8,133M in Q3'24.
Gross margin improved to 18.5% from -20.6% in Q2.
Net income was NT$1,563M, reversing a Q2 loss of NT$4,102M.
EPS turned positive at NT$0.50 per share, up from -NT$1.3 in Q2.
Free cash flow was NT$3,843M, with net cash increasing to NT$24.1B.
Outlook and guidance
Q4 outlook is positive, with shipments expected to remain flat or slightly up from September levels and technology ramp-up.
2025 bit shipment plan revised up to 50% YoY growth.
Revenue growth in coming quarters will be driven mainly by ASP increases, with limited shipment growth.
DRAM demand in 2026 to be driven by AI and cloud server adoption, with expanding applications in edge and custom solutions.
CapEx for next year will remain low until new fab is ready in 2027.
What sustains the positive gross margin trend?
What is the strategy for DDR4/DDR5/HBM capacity?
What is Nanya's market niche given supplier shifts?
Nanya's bit growth potential before 2027?
Nanya's strategy for DDR4 supply shortage?
Progress on 3D IC TSV/DDP and customized HBM?
Future bit growth strategy before new fab
DDR4 strategy given market supply shifts?
Update on advanced packaging for AI applications
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Next Nanya Technology earnings date
Q4 202512 Jan, 2026
Next Nanya Technology earnings date
Q4 202512 Jan, 2026
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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.
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