Taipei, Feb 2, 2026, 08:15 GMT+8 — Premarket
Shares of Nanya Technology ended Friday at T$326.5, up 9.9%, after foreign investors were net buyers of about 21.1 million shares, Taiwan Stock Exchange data showed. Turnover was brisk at about 127.8 million shares, and the stock’s high matched its close—an almost textbook limit-up day.
The jump comes as memory-chip prices keep climbing, a tailwind for DRAM—dynamic random access memory, used in PCs and servers—and NAND flash used in phones and storage. Seoul Economic Daily, citing DRAMeXchange, said January contract prices for some NAND products rose sharply and a benchmark PC DRAM price hit a record, as big producers such as Samsung Electronics, SK hynix and Micron Technology focus capacity on high-bandwidth memory (HBM), a high-end DRAM used in AI systems. Kim Hyung-tae at Shinhan Investment Corp said it was “impossible for memory customers to secure safety stock,” while KB Securities’ Kim Dong-won said “short-term increases in memory supply will be difficult.” Seoul Economic Daily
For Nanya, that pricing talk is colliding with a market already leaning hard into the memory trade. The question for the opening bell is whether momentum money returns, or whether Friday’s surge turns into a quick profit-take.
In a Friday filing, the company said it would acquire facility equipment worth T$3.66 billion. The purchase adds to investor focus on what its capex cadence is telling the market about supply and demand into 2026.
Taiwan uses a daily price fluctuation limit, which caps how far most stocks can rise or fall in a single session. The ceiling is 10%, and it can exaggerate both chase rallies and reversals.
But fast runs like this can turn awkward. If higher chip prices start to bite demand, or if suppliers bring more output to market faster than expected, the “tight supply” story can fade and the stock can slip back through its own air pocket.
Calendar also matters around here. The exchange holiday schedule shows no trading on Feb. 12 and Feb. 13, with the market open only for clearing and settlement—sessions that can skew liquidity and positioning ahead of the break.
Traders will watch Monday’s open for follow-through and for any fresh filings tied to spending or capacity. The next clear company date on the calendar is its earnings report due on April 15, according to TradingView data.
