Business · 1h ago
Nanya to Quadruple 2027 Capex to $6.2B on Surging DRAM Demand
Nanya Technology plans to invest over $6.2 billion in 2027, quadrupling its 2024 capital spending. The DRAM maker's Q2 revenue surged as memory prices pushed gross margins to 79.5%. The expansion signals confidence in sustained demand for memory chips used in AI and data centers.
Meridian48 take
The massive capex hike underscores the DRAM boom driven by AI, but such aggressive spending carries risk if memory demand cycles down.
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Nanya to quadruple capital spending to $6.2 billion in 2027 as DRAM prices push gross margin to 79.5% — Q2 revenue skyrockets as ASPs for memory continue to surge →
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