Nanya QMar26
- Revenue up 60% q/q and 609% y/y $1.55B; Highest quarterly revenue in company history; 1.8x the prior cycle peak (3Q21: $857M); 2Q will grow further- 1Q26 alone exceeds full-year 2023 revenue ($958M) and full-year 2024 ($1.1B)- 67.9% GM, driven by pricing; ASPs accelerating >70% q/q (vs +35% in 4Q25, +45% in 3Q25)- CY26 bit shipment target +teens% y/y; allocating to LTA customers rather than maximizing volume; 2Q26 ASP will increase quite meaningfully q/qSource: Sravan Kundojjala
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