Nanya Technology Corp (TPE:2408)

Q3 2025 Nanya Technology Corp Earnings Call Transcript

Oct 13, 2025 / 07:00 AM GMT

Release Date Price: NT$95.6 (-2.94%)

Transcript

Key Points

Positve

Nanya Technology Corp (TPE:2408) reported a significant revenue increase of 78.4% quarter-over-quarter and 130.9% year-over-year, reaching $18.779 billion.
The company achieved a positive net income of $1.563 billion, a substantial improvement from the previous quarter's loss of $4.102 billion.
Gross profit margin improved to 18.5%, up from a loss margin of 20.6% in the previous quarter.
Free cash flow turned positive at $3.843 billion, compared to a negative $3.716 billion in the previous quarter.
Nanya Technology Corp (TPE:2408) is seeing robust demand in AI and cloud server markets, which is expected to drive growth in 2026.

Negative

The company faces unfavorable exchange rate impacts, which affected financial results in the past quarters.
There is a noted shortage in DDR4 supply, which could impact the company's ability to meet demand.
Nanya Technology Corp (TPE:2408) is operating at full utilization, limiting its ability to increase shipment volumes significantly in the near term.
The company's capacity expansion is constrained until new facilities are ready in 2027, relying on efficiency improvements for growth.
There is uncertainty in the market regarding the transition from DDR4 to DDR5, which could affect future demand dynamics.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

2408.TW - Nanya Technology Corp
Q3 2025 Nanya Technology Corp Earnings Call
Oct 13, 2025 / 07:00AM GMT

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Presentation
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Yufai today Tao and both woman jiang Chen Chen yongyu jing Yin Jian Yang.

Welcome to Nanyard Technologies 2025. 3rd quarter earnings conference call. All lines are in the listen-only mode. The conference will be held only in English for the investors around the world.

Today's conference will be approximately 60 minutes.

Nanya Technologies' President, Dr. Pei Ying Lee, will summarize our operations in the 3rd quarter of 2025, followed by our guidance for next quarter and key messages.

The Nanya Technologies executive Vice President, Dr. Lin Qinsu, Vice President, Mr. Joseph Wu, and financial executive Philip Lao will join us as we open our question-and-answer sessions.

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