Nanya Tech greenlights $11B expansion, stock jumps 2.47%
What's the deal? Taiwanese memory chipmaker Nanya TechnologyDealroom has a profile for this one. Try Dealroom → has approved capital spending of up to US$10B for its new 5A fab, targeting high-end DRAM demand from AI and high-performance computing. Its board passed the plan on December 5, sending shares up 2.47% to US$13.2 by midday trading on December 6.
By the numbers: Trading volume topped 94,000 lots as the stock touched an intraday high of US$13.4. The 5A fab carries a total estimated capital cost of about $16 billion.
What's the endgame? The 5A fab is planned for a maximum output of roughly 45,000 wafers per month, using EUV machines and advanced 10nm-class processes (1B/1C/1D/1E). Production is set to begin in the second half of 2027, reaching 30,000 wafers monthly in 2028 and 35,900 in 2029.
Why now? Demand for high-end DRAM is climbing as AI and high-performance computing workloads expand. The board also lifted its 2026 capital spending ceiling from US$1.51B to no more than US$2.02B, mainly to cover equipment prepayments for the new fab.
Supporting moves: The board approved US$1.36B capital injection into its wholly owned subsidiary, Nanya Technology International, to reduce US dollar exchange-rate exposure. It also cleared the sale of 715,000 shares in Patch TechnologyDealroom has a profile for this one. Try Dealroom → at no less than US$15.8 each, expecting a disposal gain of US$10.4M.
The signal: Nanya's spending commitment adds to a fresh wave of memory-industry expansion, as chipmakers race to build advanced DRAM capacity for AI-driven workloads.
Read more: Yahoo Finance Taiwan
Image credit: Generated with Gemini
