NANYA TECHNOLOGY Business Summary

Nanya Technology Corp (2408.TW) operates as a leading global semiconductor manufacturer specializing in the research, development, and sale of Dynamic Random Access Memory (DRAM) products. The company generates revenue through a transaction-based model, selling high-performance memory solutions across four primary segments: Standard DRAM (DDR2 to DDR5), Low Power DRAM (LPDDR2 to LPDDR5X), Multi-Chip Packages (MCP), and specialized Memory Modules for server and consumer applications. As of early 2026, Nanya has aggressively expanded its 10nm-class process technology (1B and 1C nodes) to capture demand in the AI and server markets, which drove a significant revenue surge in the first quarter of the year. Its primary direct competitors are global giants Samsung Electronics, SK Hynix, and Micron Technology; Nanya maintains its position as the world's fourth-largest DRAM manufacturer, strategically focusing on the mid-to-high-end consumer and industrial segments where it offers a more specialized product mix than its larger commodity-focused peers. Founded in 1995 as a strategic venture of the Formosa Plastics Group, Nanya is led by a seasoned executive team with deep roots in the Taiwanese semiconductor ecosystem. The current leadership is headed by Chairman Ming-Jen Tzou, who also serves as the President of Nan Ya Plastics Corp, and President Dr. Pei-Ing Lee, a veteran who previously held senior R&D leadership roles at IBM Microelectronics and served as Chairman of Inotera Memories. Other key executives include Executive Vice President Lin-Chin Su and Vice President of Marketing Rex Chuang, both of whom have tenures exceeding a decade at the firm. The company is backed by the industrial might of the Formosa Plastics Group, with Nan Ya Plastics Corporation remaining a dominant shareholder and board influencer, ensuring long-term capital stability for Nanya’s multi-billion dollar fabrication expansions.