Nanya expects memory shortage through 1H27 amid surging demand

Digitimes
By Charlene ChenJan 22, 2026, 12:28 am94 pts
Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust DRAM market into 2026. Customers are overbooking and seeking long-term agreements (LTAs), eyeing to secure sufficient supply.

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