Taipei, Jan 18, 2026, 08:27 GMT+8 — Market closed.
- Nanya Technology shares last closed up 5.26% at NT$250.00 on Friday.
- Taiwan’s Taiex ended Friday at a record 31,408.70 as chip stocks rallied.
- Traders are looking to Nanya’s fourth-quarter earnings conference on Jan. 19 for signals on memory pricing and demand.
Shares of Taiwan DRAM maker Nanya Technology Corp (2408) ended Friday up 5.26% at NT$250.00, with the market shut over the weekend and investors turning to Monday’s earnings call as the next near-term catalyst. Source
The rally came as Taiwan’s Taiex climbed 1.94% to a record close on Friday, lifted by upbeat signals from heavyweight chipmaker TSMC and fresh risk-on positioning in tech. “These figures simply told investors AI demand is robust,” Mega International Investment Services analyst Alex Huang said, adding that a U.S.-Taiwan tariff deal helped ease uncertainty. Source
Memory pricing is also back on the screen. DRAMeXchange’s spot tracker showed gains in several DRAM categories in the latest session on Friday, including DDR4 and DDR5 products widely used in PCs and servers. Source
Macro headlines have tightened the link between Taiwan chip exporters and Washington. Taiwan’s vice premier said the island wanted to become a close strategic partner with the United States on AI after a tariff deal, while Taiwan Institute of Economic Research President Chang Chien-yi said, “Taiwan is the first country the U.S. has publicly announced as receiving the most preferential treatment for chips.” Source
Still, trade policy risk is moving fast. On Saturday, South Korea’s trade minister said a new U.S. proclamation imposing a 25% tariff on certain advanced AI chips would have limited immediate impact because memory chips were excluded for now, but warned it was “not yet time to be reassured” given uncertainty over a potential second phase. Source
For Nanya, the next hard datapoint is its fourth-quarter 2025 earnings conference on Monday, scheduled for 3:00-4:00 p.m. local time in an online format, according to the company’s investor calendar. Source
Investors will be listening for commentary on DRAM pricing and product mix, and whether demand tied to AI servers is spilling over into broader segments. Any update on capacity plans and capital spending will also matter, given how quickly the memory cycle can turn.
But there is a downside case. DRAM prices can move sharply in both directions, and policy noise around tariffs and investment commitments could hit sentiment even if near-term fundamentals keep improving.
Taiwan stocks reopen on Monday, and traders will be watching how Nanya trades into and out of the 3 p.m. earnings call — and whether spot memory prices keep grinding higher after Friday’s uptick.
