Nanya Tech Unveils Up to US$10.7B Fab 5A Investment Plan Through 2029; Targets 10nm-Class DRAM with EUV

　　Taiwan’s DRAM maker Nanya Technology is making a major long-term bet on next-generation memory manufacturing. According to Commercial Times, the company has launched a long-term investment plan for its Fab 5A, with investment for 2026–2029 capped at NT$346.6 billion (approximately US$10.7 billion). The project will introduce 10nm-class 1b, 1c, 1d, and 1e processes, along with extreme ultraviolet (EUV) lithography equipment. Economic Daily News adds that the investment is said to be Nanya’s largest ever and the largest single investment by Taiwan’s DRAM industry in nearly two decades.

　　Meanwhile, Commercial Times also notes that Nanya has raised its 2026 capital expenditure budget from NT$52.0 billion to NT$69.7 billion, an increase of NT$17.7 billion, or approximately 34%. The company said the additional budget will primarily be used for advance payments on equipment required for the construction of Fab 5A, ensuring the project stays on schedule.

　　The Fab 5A expansion also comes with an aggressive production roadmap. Commercial Times says wafer start is scheduled to begin in the second half of 2027, with monthly output reaching 30,000 wafers in 2028 and rising to 35,900 wafers in 2029, before expanding further based on market demand. Nanya added that Fab 5A’s maximum planned capacity is approximately 45,000 wafers per month, with total investment estimated at around US$16 billion, to be deployed in phases according to market demand.

　　At its earnings call last month, Nanya said AI infrastructure and server-related products accounted for more than 20% of first-half 2026 revenue, according to MoneyDJ. The portfolio includes server DRAM, enterprise SSDs, NICs, and BMCs, with NVIDIA, Google, Microsoft, Qualcomm, Intel, and AMD among its customers. As AI demand accelerates, the company said long-term agreements (LTAs) now cover about 50% of its production capacity and that it will gradually convert more short-term contracts into LTAs to align future capacity with customer demand.

　　MoneyDJ also notes that Nanya has begun pilot production of its 1c process, while its 1d process is under development and expected to enter pilot production soon. DDR5 currently contributes around 10% of revenue, with LPDDR5 scheduled to begin customer qualification in the second half of 2026.

　　DDR4 Price Gains Drive Nanya to Record Revenue

　　Nanya reported July revenue of NT$43.87 billion, up 49.3% month over month and 719.6% year over year, setting another monthly record high. Commercial Times notes that the results exceeded expectations, driven by continued DRAM price increases, particularly a sharp rise in DDR4 contract prices.

　　According to TrendForce, Nanya ranked fourth among global DRAM suppliers in 1Q26 with a 1.6% market share. TrendForce notes that Taiwan-based suppliers Nanya, Winbond, and PSMC continue to focus on mature-node DRAM products, filling market gaps left as the top three memory makers shift toward more advanced processes. During the quarter, Nanya significantly reduced inventory, while sharp increases in DDR4 and DDR3 contract prices drove revenue up 60% quarter over quarter to US$1.55 billion.