# Nanya

> Markdown twin of https://roboterminal.app/companies/nanya · https://roboterminal.app/companies/nanya.md

## On shared sources

- [ASE](https://roboterminal.app/companies/ase) (1)
- [CXMT](https://roboterminal.app/companies/cxmt) (1)
- [PieceMakers](https://roboterminal.app/companies/piecemakers) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [SMIC](https://roboterminal.app/companies/smic) (1)
- [TrendForce](https://roboterminal.app/companies/trendforce) (1)
- [UMC](https://roboterminal.app/companies/umc) (1)

## Pulse

- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112972706975011307)
  This.... https://t.co/LIhjmesDvo
- [@ricci_nov on X](https://x.com/ricci_nov/status/2109936785111589150)
  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 ref…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2108030145672118654)
  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 …
- [@ricci_nov on X](https://x.com/ricci_nov/status/2100752418300666203)
  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…

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Source: Roboterminal · https://roboterminal.app/companies/nanya.md