Taipei, Feb 1, 2026, 08:15 GMT+8 — The market has closed.
- Nanya (TWSE:2408) closed January 30 with a gain of 9.93%, finishing at T$326.50.
- A filing revealed the DRAM maker purchased facility equipment valued at T$3.66 billion.
- Traders are eyeing memory-pricing signals on Feb. 2 to see if the rally can hold.
Nanya Technology Corp’s stock ended January 30 at T$326.50, soaring 9.93% to hit the daily price limit under Taiwan’s trading rules. The market will be closed Sunday and resume on Monday. (Yahoo Finance)
The stock jumped after the company revealed a T$3.66 billion deal for facility equipment in a recent filing. The broader TAIEX slipped 472.52 points, or roughly 1.45%, on Friday. Yet memory stocks held up better, with several hitting daily limit-ups. Traders are also eyeing the nine-day Lunar New Year holiday starting Feb. 14. (MarketScreener)
Pricing signals have kept the memory trade active. TrendForce reported that PC DRAM contract prices surged in the first quarter amid tight supply, with DDR4 climbing faster than DDR5. Suppliers also pushed back on pricing discussions. (TrendForce)
Positioning has grown tense. Shen Chien-hung from Taishin Investment Management pointed to rising profit-taking pressure as the index lingered around 33,000, highlighting heavy margin borrowing as a key factor behind the larger swings. The report also mentioned surging investor interest in memory stocks alongside “regulatory attention.” (Taiwan News)
Nanya produces dynamic random access memory, or DRAM, the chips found in PCs and servers. Investors frequently view large equipment buys as signals of capex and confidence, but filings on a single line seldom reveal the scale of capacity or output involved.
The key on Feb. 2 will be if Friday’s spike sparks new buying or just quick profit-taking. Traders will watch volume closely, along with any follow-up disclosures, searching for clues on where the spending is headed and how fast it converts into actual product.
In Asia, memory sentiment follows the lead of major players like Samsung Electronics and SK Hynix, with pricing talks rippling through the supply chain.
The trade can shift abruptly. Should demand forecasts weaken or supply come online sooner than expected, DRAM price gains may evaporate, sending the fastest-rising stocks tumbling just as sharply.
Another risk lies beyond memory: sudden shifts in U.S. megacap tech and interest-rate forecasts can ripple into Taiwan semiconductors, even if there’s little new from local companies.
Monday, Feb. 2, marks the next key test at the open. Investors will then focus on whether the memory demand stays strong through the Lunar New Year holiday starting Feb. 14.
