---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000933866.md"
description: "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/qSource: Sravan Kundojjala"
datetime: "2026-10-12T13:15:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000933866.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000933866.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000933866.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Nanya 3Q26- Legacy DRAM tightness proxy at 85.7% G…


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