Nanya Locks Half Of Capacity As DRAM Shortage Broadens

The DigiTimes item says Nanya's second-quarter operations reached a record high and that customer agreements now account for half of the company's capacity. President Pei-Ing Lee also said the memory market has moved into a broad shortage, and the company may add another strategic partner. The capex signal is equally important: Nanya's 2027 spending could rise to as much as NT$200 billion, or about US$6.2 billion, roughly four times the 2026 level cited in the source. For RamTrend, the combination of contracted capacity, shortage language, and a larger investment plan supports a tighter DRAM outlook in the near term, with supply relief depending on how quickly future capacity can be funded and qualified.