Nanyake, a large memory factory, has benefited from the recent DRAM market showing strong recovery and development. Artificial intelligence (AI) continues to play a key driving force, and the non-AI market has also begun to recover. Its merger in July, which was announced a few days ago, reached NT$5.352 billion, an increase of NT$31.37% compared with June and 94.95% compared with the same period in 2024. According to the cumulative, the consolidated investment in the first seven months of 2025 received RMB 23.066 billion, an increase of 4.05% compared with the same period in 2024.
The legal person stated that Nanyake benefited from the increase in shipments and the increase in new contract prices, with operating income increasing by up to 31% in July than in June. As market prices rise, more and more customers are closing prices, signing based on quarter-by-quarter basis, or even longer contracts, and shipments will continue to grow strongly in the third quarter.
In terms of capacity configuration, DRAM suppliers can adjust the production of DDR3, DDR4 and DDR5 according to customer needs. Currently, 10 nanometers are mainly used in DDR5 and DDR4, while 20 nanometers produce DDR4, LPD4 and DDR3. Although the cost difference between 10 nm and 20 nm dot DDR4 is not large at present, the cost of 10 nm dots is still improving. After the previous 10-20% reduction measures, the production line has resumed full production.
In addition, the conversion trend of DDR5 continues to develop in the personal computer, cloud and mobile devices markets. However, some traditional markets such as consumer electronic products may be used longer due to chipset and density considerations, and some products may be transferred to 16Gb DDR5. The prices of DDR4, LPD4, DDR3 and DDR5 are all showing up, and the revenue of DDR4 and LPD4 are even more significant, because the prices of DDR4 were far lower than DDR5 and the top three original manufacturers announced that DDR4 products will end production, the market expected supply and demand will change. Although the three major manufacturers may adjust the DDR4 supply according to customer demand, so that their supply time will be extended, the overall market trend towards DDR5 will not change.
AI business layout, DRAM suppliers have announced the establishment of a joint venture with memory controller design company Etron to jointly design high-frequency wide products for edge AI. The cooperation is expected to start contributing to the acquisition in early 2027 and is even expected to see some results in 2026, which shows the company's long-term development strategies and commitments in the AI application field. Benefiting from the harvest growth and market development trends, Nanyake's recent stock price performance has been strong. On the 12th, the Taiwan Stock Exchange's stock price was 47.95 yuan per share, approaching the suspension of 48.15 yuan, an increase of more than 9%.