DRAM Maker Nanya Raises 2026 Capex 34% to $2.3B for New Fab
rwang07 · x · 2026-08-05
DRAM manufacturer Nanya has raised its 2026 capital expenditure by 34% to approximately US$2.3 billion, including an additional US$590 million for equipment prepayments and 10nm R&D.
The board also approved a US$11.6 billion investment over four years for its new 5A fab. Wafer starts are scheduled for the second half of 2027, with a targeted capacity of 30,000 wafers per month in 2028, scaling to 35,900 in 2029.
More from Infra
- Running a Complex AI Task Costs Only $0.0042 — victormustar · 2026-08-06
- Opinion: AI and Robotics Will Make Labor Abundant, Compute and Energy Are the Next Oil — VraserX · 2026-08-06
- Dassault Systèmes Partners with NVIDIA to Accelerate Simulation via AI — NVIDIAAI · 2026-08-06
- Ezra Klein Podcast Discusses AI Compute Crisis and Data Center Moratoriums — kevinsxu · 2026-08-06
- Running MiniMax H3 on RTX 5090: Node Optimization Triples Speed — WARRIORPSIX · 2026-08-06
- Opinion: AI Data Centers Are the Future, Canada Must Overcome Backlash — LoganGrasby · 2026-08-05