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Nanya Technology Reports Strong Q1 2026 Revenue Growth Amid DDR5 Expansion

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Nanya Technology Corporation announced a 63.1% year-over-year revenue increase to NT$49.09 billion in Q1 2026, driven by surging demand for high-margin DRAM products. The company's gross margin soared to 67.9%, up 18.9 percentage points from the prior quarter, while operating income hit NT$30.11 billion (61.3% margin). Notably, DDR5 revenue now accounts for ~10% of total sales, with plans to scale production as market demand grows. Bit shipments declined slightly (-single digit), reflecting industry-wide inventory adjustments despite higher average selling prices (ASP) rising over 70%.