Nanya Technology reports 61.9 percent growth. Target for Nanya Technology stock is TWD 615.10
Published on 10/22/2026 at 09:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSQuarterly growth and future capacity
- Third-quarter revenue rose 61.90 percent quarter over quarter to TWD 133.65 billion on October 12, 2026.
- Gross margin reached 85.70 percent in the third quarter of 2026.
- Nanya Technology stock last stood at TWD 414.00 on the Taiwan Stock Exchange on October 22, 2026.
Nanya Technology (TW0002408002) reported third-quarter revenue of TWD 133.65 billion on October 12, 2026, a 61.90 percent increase from the second quarter. MarketScreener also lists an average analyst target of TWD 615.10. For investors, the central question is whether pricing power can persist while shipments remain constrained.
Margins surged with memory prices
The third quarter of 2026 produced gross profit of TWD 114.48 billion and a gross margin of 85.70 percent, compared with 79.50 percent in the second quarter. Operating income reached TWD 106.89 billion, while operating margin improved to 80.00 percent from 73.70 percent.
Net income rose to TWD 87.63 billion in the third quarter of 2026 from TWD 50.19 billion in the prior quarter. Investing.com reported that average selling prices increased by more than 60 percent quarter over quarter, while bit shipments declined by a mid-single-digit percentage.
What does capacity mean for growth?
The company has linked its expansion plans to artificial intelligence infrastructure demand. AI-related business accounted for more than 20 percent of revenue in the third quarter of 2026, according to the October 12 release carried by MarketScreener.
Chronology shows the scale of the investment. On August 5, 2026, Nanya Technology approved TWD 346.60 billion for a new fab phase, while on September 18, 2026, it acquired machinery worth TWD 1.06 billion, according to Investing.com and MarketScreener. The latest event was the third-quarter report on October 12, 2026, with revenue of TWD 133.65 billion.
Key dates for the next phase
The next substantiated reporting date is January 14, 2027, for fourth-quarter 2026 results. Equipment move-in for the new fab is scheduled for the first quarter of 2027, with capacity planned to reach 30,000 wafer starts per month by the end of 2028.
Stock trades on Taiwan
Nanya Technology was last at TWD 414.00 on the Taiwan Stock Exchange on October 22, 2026 at 1:30 p.m. TST. The same quote showed a 52-week range of TWD 102.00 to TWD 569.00 and market capitalization of TWD 1.4 trillion. The valuation target and the expansion program give investors two distinct reference points: current memory pricing supports earnings, while future capacity determines how much of that strength can be converted into volume.
Nanya Technology key facts
- Company: Nanya Technology Corporation
- ISIN: TW0002408002
- Ticker: 2408.TW
- Primary exchange: Taiwan Stock Exchange
- Price Taiwan Stock Exchange (as of October 22, 2026, 1:30 p.m. TST): TWD 414.00
- Market capitalization: TWD 1.4 trillion (as of October 22, 2026)
- 52-week range: TWD 102.00-569.00 (as of October 22, 2026)
- Sector / Industry: Technology / Semiconductors
Market context: Market report TAIEX.
