Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge
Nanya Technology plans capex of more than TW$200 billion ($6.2 billion) in 2027, roughly four times its budget for this year.
Read the full articleYou might also wanna read

Taiwanese chipmaker Nanya plans $6bln in spending in 2027, riding AI boom
Projected 2027 spending is four times this year's total
Taiwan chipmaker Nanya plans $6.2b investment
Nanya expects to spend more than NT$50 billion (US$1.56 billion) this year.
Goldman Sachs Warns Hyperscaler AI Capex Could Hit $1.1 Trillion by 2027, Hidden by Off-Balance Sheet SPVs
Hyperscalers are using creative SPVs to hide the commitment of spending ahead of demonstrated monetization, and as a result headline capex f
The More You Spend…
There was a time, not that long ago, when companies would get rewarded simply for announcing more spending on AI-related projects. Alas, the
Hyperscaler CapEx forecast revised to $830 billion by 2026 as AI demand surges
Rising demand for AI infrastructure is driving a sharp increase in capital expenditure among the world’s largest cloud service providers (CS
Memory prices forecast to rise 40-50% in Q3 2026 and 30% in Q4 amid AI-driven shortages; lawsuit alleges price-fixing conspiracy
Ethan Tan, a memory industry consultant and former Samsung China executive, told Jefferies Equity Research analysts during a recent briefing
Memory prices forecast to rise 40-50% in Q3 2026 and 30% in Q4 amid AI-driven shortages; lawsuit alleges price-fixing conspiracy
Ethan Tan, a memory industry consultant and former Samsung China executive, told Jefferies Equity Research analysts during a recent briefing

Comments
Sign in to join the conversation.
No comments yet. Be the first.