*Nanya expects memory shortage through 1H27 amid surging demand*
Strong memory demand propelled Nanya’s profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust DRAM market into 2026. Customers are overbooking and seeking long-term agreements (LTAs), eyeing to secure sufficient supply.
Source: DigiTimes
Submitted January 21, 2026 at 11:28PM by NewMaxx via reddit ift.tt/fWwhkS3
Strong memory demand propelled Nanya’s profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust DRAM market into 2026. Customers are overbooking and seeking long-term agreements (LTAs), eyeing to secure sufficient supply.
Source: DigiTimes
Submitted January 21, 2026 at 11:28PM by NewMaxx via reddit ift.tt/fWwhkS3