Nanya's monthly revenue is now a live DRAM price feed until its new fab lands in 2027
tengyanAI · x · 2026-11-04
Nanya can't ship more DRAM until its new fab comes online in late 2027. With volume flat, its monthly revenue now moves mostly on price: July's +49% came from old cheap contracts expiring, followed by +2%, +1% and +3% in subsequent months.
Nanya expects prices to keep rising in Q4, with November's revenue as the next checkpoint — making its monthly reports a useful free gauge of DRAM pricing for anyone tracking AI compute supply chains.
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