Taipei, Jan 25, 2026, 09:08 (GMT+8) — Market closed
- Nanya Technology shares closed up Friday following a new disclosure about a facilities-equipment purchase
- With memory prices swinging, investors keep a close eye on capex signals
- The next test will arrive when Taiwan trading picks up again on Jan. 26
Shares of Nanya Technology Corporation (2408.TW) climbed 1.88% to close at T$271.5 on Friday. The Taiwanese DRAM maker revealed a T$2.053 billion purchase of facilities and equipment, approved by the chairman. According to the filing, the gear is intended for production and operational use. (Yahoo Finance)
This move matters because spending plans can quickly sway sentiment. A large order often signals how fast supply could ramp up—or how aggressively a supplier is pushing into an up-cycle.
DRAM, short for dynamic random access memory, powers PCs, servers, and smartphones alike. Price shifts ripple through the entire supply chain, hitting chipmakers and the brands that sell finished devices.
Nova Technology’s acquisition came a day after contractors L&K Engineering, TKT Facility & Environmental Systems, and Wholetech System Hitech announced three facilities-equipment deals totaling T$4.84 billion. Over the span of two days, disclosed purchases added up to roughly T$6.89 billion. (Money UDN)
Facilities equipment isn’t a chip tool, yet it still offers clues. Cleanroom and plant infrastructure usually need to be set up before production gear arrives, and investors pay close attention to that order when companies discuss capacity.
Memory pricing has escalated into a boardroom concern beyond just the chip industry. Compal CEO Anthony Peter Bonadero described the ongoing surge as “a true super cycle,” warning that memory chips might account for 35% to 40% of a PC’s materials cost—up from roughly 15% to 18%. (Reuters)
Nanya’s own trading reflected jittery sentiment. Shares plunged from T$275.5 to a low of T$256 on Friday, then surged back to T$282.5, with turnover hitting roughly T$42.1 billion, FTNN reported. The outlet also quoted general manager Pei‑Ing Lee, who expects first-quarter pricing to continue rising—though at a slower pace than late 2025. (Yahoo Finance)
Rising chip prices risk squeezing demand in key markets for mainstream DRAM. Research firms IDC and Counterpoint now forecast global smartphone sales to fall by at least 2% in 2026, while IDC predicts the PC market will contract at least 4.9%. Emarketer analyst Jacob Bourne noted, “It is certainly going to show up as higher prices for consumers.” Apple’s earnings report is due Jan. 29, followed by Dell on Feb. 26—dates that may clarify which companies can actually pass on these cost hikes. (Reuters)
Capex is still up in the air. In a statement responding to media coverage, Nanya clarified that the rumored T$50 billion capital expenditure for 2026 hasn’t received board approval yet. The final figure will need the board’s green light. (MoneyDJ)
In the coming week, traders will keep an eye out for additional equipment-buy filings and any indication that March quarter DRAM contract prices are either continuing to firm up or beginning to ease.
When trading restarts in Taipei on Monday, Jan. 26, investors will watch closely for moves above the T$270 mark and any new clues on how fast Nanya can convert its facilities spending into actual capacity.
