Nanya Technology reports Q3 profit surge: target for Nanya Tech stock rises to TWD 612.00

Published on 10/16/2026 at 11:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter revenue reached TWD 133.65 billion, up 61.90 percent from Q2. For Nanya Tech stock, consensus target is TWD 612.00.

Margins and expansion plans

Nanya Technology reported third-quarter results on October 12, 2026.
Gross margin reached 85.70 percent in the third quarter of 2026.
Nanya Tech stock last stood at TWD 447.50 on October 16, 2026.
Equipment installation at the new 5A fab is scheduled for the first quarter of 2027.

Nanya Tech, TW0002408002, Illustration mit AI erstellt.

Nanya Technology Corporation (ISIN TW0002408002) reported third-quarter revenue of TWD 133.65 billion on October 12, 2026, up 61.90 percent from the second quarter. The company also posted a gross margin of 85.70 percent and a net profit of TWD 87.63 billion, according to TechPowerUp.

DRAM pricing drives the quarter

The result was powered by higher average selling prices for dynamic random access memory. TechPowerUp reported that average selling prices rose more than 60 percent quarter over quarter, while bit shipments declined by a mid-single-digit percentage.

Operating income reached TWD 106.89 billion, producing an 80.00 percent operating margin in the third quarter. Earnings per share came to TWD 25.40, compared with TWD 14.66 in the second quarter, according to the same October 12 results release.

What supports the margin outlook?

Management expects DRAM prices and gross margins to rise further in the fourth quarter as supply remains tight. Focus Taiwan reported on October 12 that new contract prices took effect after older long-term agreements expired at the end of June. The company said artificial intelligence infrastructure products already account for more than 20.00 percent of revenue.

Capacity expansion gives the outlook a concrete timetable. Equipment installation at the new 5A fab is scheduled to begin in the first quarter of 2027, with monthly capacity targeted at 30,000 wafers by the end of 2028 and 50,000 by the end of 2030, according to TechPowerUp.

The next two dated operating milestones are customer qualification for the 1C process in the first quarter of 2027 and the planned 5A fab equipment installation in the same quarter. Those milestones add capacity context to the sharp third-quarter improvement.

Targets rise alongside earnings

The consensus revenue estimate for fiscal year 2026 increased from TWD 368.20 billion to TWD 406.10 billion, while the consensus earnings-per-share estimate rose from TWD 67.58 to TWD 75.54, according to Simply Wall St. Its consensus price target increased from TWD 581.00 to TWD 612.00 on October 13, 2026.

Taiwan listing remains the reference

Nanya Tech is listed as 2408.TW on the Taiwan Stock Exchange. The stock last stood at TWD 447.50 on October 16, 2026 at 1:30 p.m. TST, while the Taiwan market was closed. That price gives the earnings update a clear market context, but the operating figures remain the central investor issue.