DRAM chipmaker Nanya Technology Corp (南亞科技) yesterday reported a spike in revenue for last month, as severe supply constraints prompted chip price hikes, almost doubling the company’s annual revenue last year from the previous year.
Revenue soared 444.87 percent last month to NT$12.02 billion (US$381.4 million), from NT$2.21 billion a year earlier. That brought fourth-quarter revenue to NT$30.17 billion, from NT$6.58 billion for the same period in 2024. On a quarterly basis, revenue jumped 60.65 percent from NT$18.78 billion.
Last year, revenue soared 95.09 percent to NT$66.59 billion from NT$32.13 billion in 2024, the company said.
Photo: Bloomberg
Supply of conventional DRAM chips tightened after the world’s major memory makers, including Samsung Electronics Co, SK Hynix Inc and Micron Technology Inc, shifted production capacity to support booming demand for higher-margin, high-bandwidth memory and DDR5 DRAM chips used in artificial intelligence (AI) servers, it said.
Nanya Technology in October last year said supply would remain insufficient, sending memory prices even higher.
Market researcher TrendForce Corp (集邦科技) on Monday forecast that conventional DRAM chips’ prices would increase 55 to 60 percent sequentially this quarter on a contract basis, while prices of server DRAM chips are to soar 60 percent this quarter.
Prices of NAND flash memory are expected to grow 33 to 38 percent, TrendForce said.
Nanya Technology posted a combined net profit of NT$6.28 billion in October and November last year, or NT$2.03 per share. That had greatly exceeded its third-quarter net profit of NT$1.65 billion, or NT$0.5 a share, company data showed.
Separately, memory module supplier Adata Technology Co (威剛科技) yesterday reported that revenue last month rose to a record high of NT$5.81 billion.
That helped lift fourth-quarter revenue to an all-time high of NT$15.87 billion, up 9.37 percent from NT$14.51 billion in the third quarter, the company said in a statement.
Full-year revenue expanded 32.48 percent to NT$53.04 billion from NT$40.04 billion in 2024, it said.
The company said DRAM made up 60.79 percent of its total revenue last year.
Solid-state drive products accounted for 26.73 percent, while memory cards, flash drives and other items contributed 12.48 percent, it added.
Since the middle of the third quarter last year, demand for memory chips used in AI applications has risen rapidly, leading to a structural supply shortage, Adata chairman Simon Chen (陳立白) said in the statement.
The company has significantly increased stockpiles to support strategic customers’ demand, he said.
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