---
title: "Nanya 2Q25: Tight DDR4 supply drove 70% q/q bit shipment growth. Revenue up 46.4% q/q and 6.1% y/y t"
description: "Nanya 2Q25: Tight DDR4 supply drove 70% q/q bit shipment growth. Revenue up 46.4% q/q and 6.1% y/y to $339.5M. FX hits GM. 2H looks positive on the strength of D4/LP4 pricing. CY25 bit shipment guidan"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000140397.md"
published_at: "2025-07-11T10:05:08.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Nanya 2Q25: Tight DDR4 supply drove 70% q/q bit shipment growth. Revenue up 46.4% q/q and 6.1% y/y t

Nanya 2Q25: Tight DDR4 supply drove 70% q/q bit shipment growth. Revenue up 46.4% q/q and 6.1% y/y to $339.5M. FX hits GM. 2H looks positive on the strength of D4/LP4 pricing. CY25 bit shipment guidance lifted to >40% from >30% (2nd revision this yr). Capex guidance unchanged. CY26 wafer capacity to remain similar to CY25.

Source: Sravan Kundojjala

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.