Taipei, Jan 19, 2026, 08:46 (GMT+8) — Premarket
- Nanya Technology shares face a busy day ahead as the company prepares to release its fourth-quarter earnings later Monday.
- TrendForce flagged new signs that the DDR4 supply crunch may drag on into 2026.
- Traders are eyeing if the tighter memory supply will push pricing and margins higher.
Shares of Taiwan’s Nanya Technology Corp (2408.TW) rose 5.3% on Friday, closing at NT$250 and holding close to recent peaks ahead of a crucial update scheduled for Monday. (Yahoo Finance)
Timing is critical. On Monday, TrendForce reported that Samsung is moving ahead with its plan to phase out DDR4. The research group warned this could drastically reduce supply in 2026 and send per-gigabit prices soaring to new highs. (TrendForce)
DDR4, an older generation of DRAM — dynamic random access memory — powers PCs, servers, and industrial electronics. Nanya stands out as one of the few producers still heavily tied to legacy DRAM, making its stock a direct play on the price cycle.
Nanya’s investor calendar lists its fourth-quarter 2025 earnings call for Monday, running from 3 p.m. to 4 p.m. GMT+8. Company president Pei‑Ing Lee is set to lead the online event. (Nanya)
Investors are zeroing in on first-quarter guidance, looking closely for updates on customer negotiations and the pace at which the company is transitioning its product lineup to DDR5, the newer memory standard for PCs and servers.
Earlier this month, TrendForce predicted that conventional DRAM contract prices—those agreed upon in longer-term deals—could jump roughly 55% to 60% compared to the previous quarter in the first quarter of 2026. Server DRAM prices are expected to soar even higher, with a forecasted increase of more than 60%, driven by cloud service providers securing capacity. (TrendForce)
On the investment front, Nanya is showing no signs of slowing down. A Reuters report from Jan. 15 revealed the company plans to spend T$1.84 billion on facility equipment. (TradingView)
In Taiwan, attention stays on the wider memory sector, with companies like Winbond Electronics also in the spotlight. Global chipmakers are shifting production toward higher-margin goods, including HBM (high-bandwidth memory) that powers AI accelerators in data centres.
Samsung co-CEO TM Roh described the memory chip shortage as “unprecedented” earlier this month, and strategists note it’s drawing in risk-hungry investors. “Memory chips are definitely one of the themes sparking interest among our clients right now,” said Steve Sosnick, chief strategist at Interactive Brokers. (Reuters)
But memories fade quickly. A hiccup in PC or smartphone shipments, or a supply boost from big manufacturers—especially if DDR4 phase-outs drag or production overshoots—could drag prices down and slam the stocks that soared the most.
Nanya’s next key moment comes with this afternoon’s earnings call. Traders will be tuned in for any updates on pricing, margin outlook, and whether the DDR4 supply crunch will stretch further into 2026 contracts.
