What was Nanya's Q2 2026 revenue?

Unaudited Q2 revenue was T$82.55 billion, up 684% year-over-year.

What is driving the large capex increase?

The main driver is soaring demand for memory chips from AI applications, prompting the company to ramp up spending on a new plant.

Has the capex plan been approved by the board?

No, it has not yet received board approval; it is a preliminary plan.

Nanya Tech Plans $6.2B Capex in 2027 Riding AI Memory Boom

Q: What is Nanya's planned capital expenditure for 2027?

Nanya plans capital spending of over T$200 billion ($6.2 billion) in 2027, roughly four times its 2026 spending.

Nanya Technology announced preliminary capital spending of over T$200 billion ($6.2 billion) in 2027, roughly four times this year's figure, amid soaring demand for memory chips from AI applications. The company also reported unaudited Q2 revenue of T$82.55 billion, up 684% year-over-year.

Taiwanese memory chipmaker Nanya Technology said on Friday it plans capital spending of more than T$200 billion ($6.2 billion) next year, roughly four times this year's figure, amid soaring demand for memory chips as it rides an AI boom.

Key Financial Results

Metric	Value
Q2 Revenue (unaudited)	T$82.55 billion
Revenue Growth YoY	684%
Planned 2027 Capex	T$200+ billion ($6.2 billion)
Capex Multiple vs 2026	~4x

Highlights from the Statement

President Pei-Ing Lee told an online press briefing that the preliminary expenditure plan aims to help ramp up spending on a new plant, although the budget has yet to receive board approval.

Future Guidance

Nanya did not provide specific numerical guidance, but the large capex plan reflects its expectation of continued strong demand for memory chips, especially from the AI sector.

Impact on the Stock

No mention of stock movement for Nanya or related companies like NVIDIA (NVDA) or Qualcomm (QCOM) was made in the report, but the news is likely to positively impact sentiment in the semiconductor sector.

What This Means for Investors

Nanya's ambitious capex plan underscores the rapid growth in demand for AI-related memory chips, which could boost future revenues. However, investors should monitor board approval and execution risks amid geopolitical and supply chain challenges.