Nanya
What changed, and what is the evidence.
ComputeIpo
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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This.... https://t.co/LIhjmesDvo |
Nanya's Q3 gross margin hit 85.7%, a record, as DRAM ASPs rose more than 60% sequentially. The driver is not new demand: old low-priced long-term contracts expired and repriced. Memory margins now reflect the contract book rolling off, not… |
Nanya is notifying customers of DRAM contract increases of up to 20%, per Taiwan's Economic Daily — above TrendForce's 10-15% QoQ estimate for Q4. Q3 revenue hit NT$133.65B, up 61.9% sequentially and 611.7% year on year. Pricing power has… |
PieceMakers, 33.96% owned by Nanya, opened on Taiwan's Emerging Board at NT$1,035 against a NT$740 reference, closing at NT$915. AI custom design went from about 4% of revenue in 2024 to nearly 40% in H1 2026. Its first volume customer… |