Nanya Technology Corp (TPE:2408)

Q2 2026 Nanya Technology Corp Earnings Call Transcript

Jul 10, 2026 / 07:00 AM GMT

Release Date Price: NT$435.5

Transcript

Key Points

Positve

Nanya Technology Corp (TPE:2408) reported a significant increase in revenue for Q2 2026, up by 68.2% compared to Q1.
Gross profit nearly doubled, increasing by 97% from the previous quarter, driven by higher average selling prices (ASP).
The company achieved a gross margin of 79.5% and a net margin of 60.8%, indicating strong profitability.
Earnings per share (EPS) for Q2 rose to $14.66, a substantial increase from $8.41 in Q1.
Nanya Technology Corp (TPE:2408) has been recognized for its ESG efforts, being selected in the Dow Jones BIC World Index for the fifth consecutive year.

Negative

Despite the revenue growth, bit shipment remained flat quarter-over-quarter, indicating reliance on price increases rather than volume growth.
Operating expenses increased by $1.6 billion, primarily due to higher employee profit sharing and increased R&D costs.
The company faces supply tightness in the memory market, which is expected to persist over the next several quarters.
Nanya Technology Corp (TPE:2408) has limited capacity to increase DDR5 production, which is currently only 10% of total revenue.
The company is still navigating complex government support structures, which could impact future growth in the DRAM industry.

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

2408.TW - Nanya Technology Corp
Q2 2026 Nanya Technology Corp Earnings Call
Jul 10, 2026 / 07:00AM GMT

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Presentation
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Welcome to Nanya Technologies' 2026 Second Quarter Earnings Conference Call.

All eyes are in a listen-only mode. The conference will be held only in English for investors around the world.

This conference will be approximately 60 minutes.

Nanya Technology's President, Dr. Pei-Ying Lee, will summarize our operations in the second quarter of 2026, followed by our guidance for the next quarter and key messages. And then Nanya Technology's Executive Vice President, Dr. Lin Qing Su, Senior Vice President, Mr. Joseph Wu, and Financial Executive, Mr. Phillip Zhao, will join us as we open our Q&A session.

And today's presentation materials are available for download at Nanya Technologies website at

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