Nanya 3Q26- Legacy DRAM tightness proxy at 85.7% GM- Revenue up 60% q/q and 566% y/y to $4.18B (4.9x the 3Q21 prior-cycl…

Oct 12, 2026 at 01:15 PM

Nanya 3Q26

- Legacy DRAM tightness proxy at 85.7% GM

- Revenue up 60% q/q and 566% y/y to $4.18B (4.9x the 3Q21 prior-cycle peak ($856M))

- LTAs cover 50-70% of output; 3-year contracts are >20%

- One quarter of revenue is now 2.1x FY23 ($958M) plus FY24 ($1.06B) combined and 1.9x all of FY25 ($2.16B). First 9 months of CY26 revenue is $8.3B

- Price alone drove growth. ASP up >60% q/q while bit shipments down MSD q/q

Source: Sravan Kundojjala

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