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Nanya Technology (2408) investor relations material
Nanya Technology Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary13 Oct, 2025
Executive summary
Q3 2025 revenue reached TWD 18.779 billion, up 78.4% sequentially and 130.9% year-over-year, driven by higher ASP and bit shipments.
Gross profit turned positive at TWD 3.465 billion (18.5% margin), reversing a loss in Q2; net income was TWD 1.563 billion (8.3% margin); EPS was TWD 0.5.
Free cash flow improved to TWD 3.843 billion, and net cash increased to TWD 24.1 billion after debt repayment.
Q3 marked a return to profitability after several loss-making quarters, with a positive outlook for Q4 and beyond, supported by robust AI and cloud demand.
2025 bit shipment plan revised up to 50% YoY growth, with technology advancements underway.
Financial highlights
Operating income was TWD 1.119 billion (6% margin), up from a Q2 loss of TWD 4.5 billion.
EBITDA reached TWD 4.731 billion, compared to negative TWD 743 million in Q2.
Earnings per share improved to TWD 0.5 from a Q2 loss of TWD 1.3.
Book value per share increased to TWD 50.78.
Operating expenses remained stable at TWD 2.346 billion, with SG&A at TWD 674 million and R&D at TWD 1.672 billion.
Outlook and guidance
Q4 shipments expected to be flat or slightly up from September levels; revenue growth to be driven mainly by ASP increases.
2025 bit shipment plan revised up to 50% YoY growth.
DRAM demand in 2026 to be driven by AI and cloud server adoption, with expanding applications in edge and custom solutions.
CapEx for 2025 targeted at TWD 16 billion, with next major capacity expansion not until 2027.
Bit shipment growth in 2026 expected to be within ±10% of current high levels.
What sustains the positive gross margin trend?
What is the strategy for DDR4/DDR5/HBM capacity?
What is Nanya's market niche given supplier shifts?
Nanya's bit growth potential before 2027?
Nanya's strategy for DDR4 supply shortage?
Progress on 3D IC TSV/DDP and customized HBM?
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Next Nanya Technology earnings date
Q4 202519 Jan, 2026
Next Nanya Technology earnings date
Q4 202519 Jan, 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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