Taipei, Jan 19, 2026, 08:46 (GMT+8) — Premarket
- Nanya Technology is gearing up to report its fourth-quarter earnings later Monday, setting the stage for a busy day for its shares.
- TrendForce highlighted fresh indicators suggesting the DDR4 supply shortage could persist through 2026.
- Traders are watching closely to see if tighter memory supply will drive prices and margins up.
Taiwan’s Nanya Technology Corp (2408.TW) shares climbed 5.3% on Friday, closing at NT$250. The stock remains near recent highs as investors await a key update due Monday. 1
Timing matters. On Monday, TrendForce revealed Samsung is pushing forward with its DDR4 phase-out. The research firm cautioned this move might sharply tighten supply in 2026, driving per-gigabit prices to record levels. 2
DDR4, an older type of DRAM — dynamic random access memory — still runs PCs, servers, and industrial gear. Nanya is among the rare producers deeply linked to legacy DRAM, positioning its stock as a straightforward bet on the price cycle.
Nanya has scheduled its fourth-quarter 2025 earnings call for Monday, from 3 p.m. to 4 p.m. GMT+8. The online session will be led by company president Pei‑Ing Lee. 3
Investors are focused on first-quarter guidance, hunting for any news on customer talks and how fast the company is shifting its product lineup to DDR5, the latest memory standard for PCs and servers.
TrendForce forecasted earlier this month that conventional DRAM contract prices—those locked in through longer-term agreements—might surge about 55% to 60% from the prior quarter in Q1 2026. Server DRAM prices are set to climb even more, with gains predicted to exceed 60%, fueled by cloud service providers locking in capacity. 4
On the investment front, Nanya isn’t hitting the brakes. A Reuters report dated Jan. 15 disclosed the company’s plan to invest T$1.84 billion in facility equipment. 5
In Taiwan, the broader memory sector remains under scrutiny, with Winbond Electronics among those drawing interest. Chipmakers worldwide are pivoting production toward higher-margin products, such as HBM (high-bandwidth memory), which fuels AI accelerators in data centres.
Samsung co-CEO TM Roh called the memory chip shortage “unprecedented” earlier this month, and strategists say it’s attracting risk-tolerant investors. “Memory chips are definitely one of the themes sparking interest among our clients right now,” said Steve Sosnick, chief strategist at Interactive Brokers. 6
But memories don’t last. A stumble in PC or smartphone shipments, or an uptick in supply from major manufacturers—especially if DDR4 phase-outs stall or output overshoots—could push prices lower and hit the stocks that climbed the highest.
Nanya’s next major event is this afternoon’s earnings call. Traders will watch closely for updates on pricing, margin forecasts, and whether the DDR4 supply shortage will extend into 2026 contracts.
