DDR4 Prices Soar! Nanya Eyes Profit with Next Quarter Hike

According to reports, the global DRAM market is entering a new phase as Samsung, Micron, and SK Hynix gradually scale back DDR4 production to prioritize DDR5 and HBM opportunities. This shift has created a clear supply gap in DDR4, pushing both spot and contract prices sharply higher in the second half of 2025.

Among the biggest beneficiaries is Nanya Technology, a company usually seen as conservative in pricing strategy. Industry sources report that Nanya raised its DDR4 contract prices by 11% to 16% in August, with another double-digit hike likely in Q4. The stronger momentum has fueled expectations that Nanya could swing back to profitability earlier than anticipated after nine consecutive quarters of losses.

Market analysts estimate that DDR4 demand now exceeds available capacity by 10% to 15%, amplifying the upward trend in pricing. Despite headwinds in consumer electronics demand, DDR4 has emerged as a rare bright spot, helping lift the sector's outlook.

Nanya's July consolidated revenue reached NT$53.52 billion, the company's highest in three and a half years, marking a 31.4% monthly increase and a 94% jump year-on-year. Cumulative revenue for the first seven months of 2025 also hit a three-year high, up 4% from last year.

With utilization back to full capacity since June, Nanya is positioned to capitalize on its competitive pricing edge in DDR4. Industry watchers believe the company's inventory strategy, coupled with sustained demand, will remain a key driver for profitability through the rest of the year.