Q1 2026 Earnings: Revenue NT$49.1B, EPS NT$8.41
Original: 2026年第1季財報 - 營收49,086,932千元, 稅後淨利26,058,254千元, EPS 8.41元
Summary
Nanya Technology (TWSE: 2408) reported Q1 2026 revenue of NT$49.1B and net income of NT$26.1B, with basic EPS of NT$8.41. Operating income reached NT$30.1B, implying an operating margin near 61%, and non-operating income contributed an additional NT$1.6B. The profitability print is exceptionally strong for a DRAM pure-play and points to a sharp upcycle in memory pricing.
Full Translation
Nanya Technology Corporation (TWSE: 2408), a Taiwan-based DRAM manufacturer in the semiconductor sector, released its Q1 2026 (ROC year 115, Q1) earnings on June 18, 2026. Revenue for the quarter was NT$49,086,932 thousand (NT$49.1B). Operating income came in at NT$30,111,283 thousand (NT$30.1B), reflecting an operating margin of approximately 61.3%. Non-operating income and expenses contributed NT$1,606,851 thousand (NT$1.6B). Net income after tax was NT$26,058,254 thousand (NT$26.1B), translating to basic earnings per share of NT$8.41 on a par value of NT$10.00. The results represent a dramatic profitability inflection for a commodity DRAM supplier, consistent with tight memory supply, AI-driven HBM/DDR5 demand pull-through, and price increases benefiting legacy DRAM nodes.