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Nanya Technology Corp

Nanya Technology Corporation researches, develops, manufactures, and sells semiconductor products in Taiwan, Japan, Malaysia, China, the United States, Thailand, Germany, Singapore, Poland, and other international markets. Its offerings include standard DRAM, low-power DRAM, MCP and eMCP, KGD products, modules, and other memory products under the Elixir brand. The company also imports and exports its machinery, equipment, and raw materials. Its products are used in home and entertainment, office and enterprise, mobile and portable, industrial, and automotive applications. Incorporated in 1995, Nanya Technology Corporation is headquartered in New Taipei City, Taiwan.

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Semiconductorsimpact 4

CXMT Poised to Become China's Most Valuable Listed Firm After $9.8 Billion IPO

CXMT Corp. is set to become the biggest China-listed company on its first trading day after raising 66.6 billion yuan in a near-record initial public offering. The company, formerly known as ChangXin Memory Technologies, sold 6.688 billion shares at 8.66 yuan apiece, with the retail portion 212 times oversubscribed as individual investors placed 9.4 million orders worth 7.07 trillion yuan. The IPO price implies 2.4 times book value, a 56% discount to the average price-to-book ratio of global DRAM peers SK Hynix, Micron Technology, and Nanya Technology, and a 77% discount to Chinese chipmakers SMIC and Hua Hong Grace Semiconductor. A perpetual futures contract on the Hyperliquid blockchain tied to the expected share price traded at about five times the offer price, implying a valuation of roughly $428 billion. A gain of around 330% would vault CXMT past Industrial and Commercial Bank of China's 2.6 trillion yuan market value for the top spot, with no daily trading limits during the first week.
Bloomberg·55dRead more →
Semiconductors

Nanya Technology Q2 2026 revenue surges 68.2% on higher ASPs

Nanya Technology reported second-quarter 2026 revenue jumped 68.2% from the previous quarter, driven by higher average selling prices. Gross profit nearly doubled, up 97% sequentially, lifting gross margin to 79.5% and net margin to 60.8%. Earnings per share rose to $14.66 from $8.41 in the first quarter, while bit shipments remained flat. The company expects DDR4 and DDR5 pricing to keep rising and sees no unfavorable supply-demand shift through 2028, though DDR5 currently accounts for only 10% of revenue and capacity expansion is limited.
GuruFocus·70dRead more →