Nanya Technology

Headlines · 3

1. 3d
   Formosa Smart Energy starts Changhua Phase 2, targeting 7.5GWh for AI data centers

   Formosa Smart Energy Tech announced at Taiwan International Smart Energy Week that it is fully launching the second-phase expansion of its Changhua Coastal battery plant, with general manager Liu Hui-chi saying piling is expected to begin in December and mass production targeted for May 2028, when total capacity is projected to exceed 7–7.5GWh aimed at AI data center (AIDC) backup power and smart vehicles. The company also showed a 90V50Ah high-rate battery developed for AIDC backup needs, supporting up to 8C continuous discharge with multi-level BMS monitoring and protection. Liu said Phase 1 cell capacity rose from 2.1GWh to 2.5GWh after a June process improvement, with operations already above 60% of projected revenue, while chairwoman Wang Jui-yu said the firm has completed battery module deployment for a semiconductor company's data center and full construction of a Nanya Technology AIDC facility, and is advancing a US data center battery project.

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2. 5d
   Nanya Q3 gross margin hits 85.7% as DRAM shortage runs into early 2028

   Nanya Technology reported Q3 2026 revenue of NT$133.649 billion, up 61.9% quarter-on-quarter and 611.7% year-on-year, with DRAM average selling prices rising more than 60% sequentially. Gross margin reached 85.7% (up 6.2 points), operating margin 80.0% and net margin 65.6%. General manager Pei-Ing Lee said AI compute demand has kept DRAM supply tight and that the shortage will persist into early 2028, with ASPs still rising and margins seen improving again in Q4. Nanya says AI infrastructure now accounts for over 20% of revenue and targets 40–50%+ by 2029–2030, while its AI ASIC memory project with a US West Coast customer has begun small-volume shipments.

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3. 5d
   TSMC earnings call looms as Taiwan stocks slip and SOX falls

   Taiwan's weighted index fell 0.99% (492 points) to 49,313, breaking its five-day moving average, as foreign investors net sold NT$75.85bn and the three major institutional investor groups sold more than NT$90bn combined ahead of TSMC's Oct 15 earnings call. Overnight, the Philadelphia Semiconductor Index (SOX) dropped 0.41% and TSMC's ADR slipped 1.02% to $453.31, while the US 10-year Treasury yield rose to 5.24%, pressuring high-multiple tech valuations. Money concentrated in AI hardware niches: Nanya Technology drew NT$11.57bn in foreign buying, Alchip NT$3.35bn from investment trusts, Global Unichip was reported to be preparing a 15% price increase, and Unimicron stayed volatile amid compliance concerns, with attention on TSMC's Q3 results and CoWoS capacity expansion.

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