Nanya Sales Jump as DDR4 Pricing Strengthens

DigiTimes says Nanya Technology's July 2026 sales reached NT$43.868 billion, equal to roughly $1.353 billion. The month was nearly half again as large as June, and the company also reported a much larger year-to-date total than in the comparable 2025 period. The driver identified in the report was firmer DDR4 contract pricing. This is a direct commodity DRAM signal. Nanya is especially exposed to mainstream DRAM cycles, so a record month tied to DDR4 contracts shows that legacy memory tightness is translating into supplier revenue. It also confirms that the current upcycle is not limited to DDR5 or HBM; older PC and industrial memory generations remain part of the pressure.