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Nanya Technology
Nanya Technology (2408) investor relations material
Nanya Technology Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Jan, 2026
Executive summary
Q4 2025 net sales reached TWD 30.094 billion, up 60.3% sequentially and 357% year-over-year, driven by higher ASP and shipment volumes.
Full-year 2025 revenue was TWD 66.587 billion, a 95.1% increase from 2024, with net income of TWD 6.603 billion, reversing a loss in the prior year.
Gross margin for Q4 was 49%, with net margin at 36.8% and EPS of TWD 3.58; full-year gross margin was 22.5% and EPS TWD 2.13.
Strong cash flow generation and debt repayment in Q4 improved the net cash position to TWD 38.5 billion by year-end.
Financial highlights
Q4 gross profit was TWD 14.759 billion (49% margin), up from TWD 3.465 billion (18.5%) in Q3.
Operating income in Q4 was TWD 11.781 billion (39.1% margin), up from TWD 1.119 billion (6%) in Q3.
Q4 net income was TWD 11.083 billion (36.8% margin), up from TWD 1.563 billion (8.3%) in Q3.
Full-year 2025 operating income was TWD 5.243 billion (7.9% margin), compared to a loss of TWD 10.555 billion in 2024.
Book value per share at year-end was TWD 54.99, up from TWD 53.27 in 2024.
Outlook and guidance
Q1 2026 ASP expected to rise by at least 10%, possibly exceeding 20%, driven by continued tight supply and strong demand.
2026 shipment growth targeted in the teens percentage year-over-year, with new fab ramping up in phases starting mid-2026.
CapEx for 2026 planned at TWD 50 billion, with 30% allocated to wafer capacity and 70% to new fab construction.
Dividend payout guidance for 2025 earnings is 45%-55%, with a lower ratio expected for 2026 to preserve cash for expansion.
New fab's initial output and 2027 ramp-up plan?
Q1 2026 ASP outlook and contract negotiation
DDR5 mix growth strategy and DDR3 impact?
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Next Nanya Technology earnings date
Q1 20269 Apr, 2026
Nanya Technology
Next Nanya Technology earnings date
Q1 20269 Apr, 2026
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Frequently asked questions
Nanya Technology Corporation specializes in the research, development, design, manufacture, and sale of Dynamic Random Access Memory (DRAM) products. The company is active in the semiconductor industry, focusing on standard DRAM, low power DRAM, MCP, eMCP, KGD, automotive and industrial DRAM, and module solutions. Nanya Technology has a large focus on innovation, having developed 10nm class DRAM process technologies, including DDR5 and LPDDR5 products. Nanya Technology is headquartered in Taiwan, and its shares are listed on the Taiwan Stock Exchange.
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