Nanya Technology said at an investor briefing that next‑generation AI
acceleration platforms including Rubin Ultra and TPA are lifting HBM bit demand
and crowding out traditional DRAM capacity, and that global DRAM should remain
supply‑deficit through 2028. The company forecasts capacity will grow about 69%
in 2026–2028. A new 5A fab will deploy 1C/1D nm process nodes and add roughly
45,000 wafers of capacity, improving wafer‑bit output. Nanya expects bit
shipments to rise 8% in 2027 and 53% in 2028 to 6.75 billion Gb and 10.33
billion Gb, respectively. It said Q2 average per‑Gb prices have not fully
reflected recent contract price increases and timing of renewals with large
long‑term customers, leaving upside risk to Q3 ASP.
