Q2 2026 Earnings: Revenue NT$131.6B, EPS NT$23.38
Original: 2026年第2季財報 - 營收131,636,005千元, 稅後淨利76,250,023千元, EPS 23.38元
Summary
Nanya Technology reported Q2 2026 revenue of NT$131.6B and net income after tax of NT$76.3B, delivering a net margin of approximately 57.9% — well above typical semiconductor-sector averages. Operating income reached NT$90.9B, implying an operating margin of roughly 69.1%, a standout figure that reflects strong DRAM pricing tailwinds and operating leverage. Basic EPS of NT$23.38 signals a decisive cyclical rebound and ranks among the highest quarterly earnings prints in the company's recent history.
Full Translation
Nanya Technology Co., Ltd. (TWSE: 2408), Taiwan's leading independent DRAM manufacturer, released its Q2 2026 (April–June 2026) earnings on 6 August 2026 (ROC Year 115). All figures below are converted from NT$ thousands to standard units.
Revenue (營業收入): NT$131,636,005 thousand = NT$131.6B. This represents the top-line result for the quarter across the company's DRAM product lines.
Operating Income (營業利益): NT$90,937,560 thousand = NT$90.9B. Operating margin: ~69.1%, reflecting aggressive cost discipline and favorable ASP (average selling price) conditions in the DRAM market.
Non-Operating Income/Expense (營業外收入及支出): NT$3,109,911 thousand = NT$3.1B net income contribution, likely comprising interest income, FX gains, and other non-core items.
Net Income After Tax (稅後淨利): NT$76,250,023 thousand = NT$76.3B. Net margin: ~57.9%.
Basic EPS (基本每股盈餘): NT$23.38 per share (par value NT$10.00 per share).
Contextual note: An operating margin north of 69% is exceptional even by peak-cycle DRAM standards and suggests Nanya benefited from both higher DRAM contract prices — consistent with broad industry tightening reported through H1 2026 — and continued yield improvements at its fabs. The gap between operating income (NT$90.9B) and net income (NT$76.3B) is primarily attributable to income tax provisions. Non-operating items added NT$3.1B, providing a modest uplift above operating profit. Overall, this is a strong beat relative to sector norms and prior-quarter trajectory.