Thursday, August 6th 2026
Nanya Announces $10.7B Investment in Fab5A, Aims for 10 nm-Class EUV DRAM
Nanya Technology Board of Directors announced on August 5 that the company has launched its largest investment program, committing up to NT$346.6 billion (around $10.7 billion) to its Fab5A facility through 2026-2029. The project covers 10 nm-class processes from 1b through 1e nodes and introduces EUV lithography. Nanya has also increased its 2026 capital expenditures budget by 34% to NT$69.7 billion (around $2.16 billion). The extra NT$17.7 billion is going toward advance payments for equipment to keep Fab5A on schedule. The production roadmap has wafer starts being produced in the second half of 2027, reaching 30,000 wafers per month in 2028 and 35,900 in 2029. The maximum planned capacity is around 45,000 wafers monthly. The 1c pilot production has already begun, while the 1d node is under development and expected to enter pilot production soon. Nanya Fab5A investment, when completed, is estimated at roughly $16 billion, deployed in phases based on market demand.
Commercially, Nanya is having a strong run. July revenue hit NT$43.87 billion (around $1.3 billion), up 49.3% month over month and 719.6% year over year, driven by continued DRAM price increases, particularly sharp gains in DDR4 contract prices. Remember that just a year ago DDR4 module prices overtook DDR5 for the first time, with Nanya among the biggest beneficiaries. Its customers include giants like NVIDIA, Google, Microsoft, Intel, AMD, and Qualcomm, with the future looking great for the Taiwanese company. Its long-term agreements reportedly now cover about 50% of production capacity, with short-term contracts gradually converted into long-term agreements.
Sources:
TrendForce, Nanya
Commercially, Nanya is having a strong run. July revenue hit NT$43.87 billion (around $1.3 billion), up 49.3% month over month and 719.6% year over year, driven by continued DRAM price increases, particularly sharp gains in DDR4 contract prices. Remember that just a year ago DDR4 module prices overtook DDR5 for the first time, with Nanya among the biggest beneficiaries. Its customers include giants like NVIDIA, Google, Microsoft, Intel, AMD, and Qualcomm, with the future looking great for the Taiwanese company. Its long-term agreements reportedly now cover about 50% of production capacity, with short-term contracts gradually converted into long-term agreements.
18 Comments on Nanya Announces $10.7B Investment in Fab5A, Aims for 10 nm-Class EUV DRAM
ASML does make the tools (EUV machines) to make DRAM though
The interesting thing about Nanya is, they are very cautious, and this investment shows that they think that there will be no bubble bursting for the foreseeable future, they basically don't have much to lose now since they have guaranteed buyers for what the new fabs can produce
Anyway, those end up in trash DIY/store build for a while, I imagine these trash ram become valuable appreciating asset in current market.
:p
Could be a weird situation where there is a huge oversupply of memory, yet memory makers still have good financials on account of long-term contracts.
And many of these companies are basically betting that it will not crash as some(and increasingly) are expecting. Even though the economy and the foundations have been more shaky than it has ever been, and they are running a pseudo-ponzi scheme to prop themselves up.
As long as the companies themselves don't go insolvant they are safe.