Revenue distribution by industry:

• Semiconductor industry: 100%

TOP 3 Markets:

1. China: 35%
2. USA: 25%
3. Taiwan: 20%

Nanya Technology Corporation is a leading company in the semiconductor industry specializing in the production of DRAM memory. The majority of revenues come from the semiconductor sector as the company does not have diversified business areas outside of this sector.

China is the largest market for Nanya Technology, driven by high demand for memory solutions in electronics manufacturing. The USA follows as the second largest market due to the presence of many technology companies requiring DRAM products. Taiwan, as the home market, also represents a significant portion of revenues, supported by local partnerships and proximity to other technology firms.

Production Sites: Taiwan

Nanya Technology Corporation produces the majority of its products in Taiwan. The company is known for manufacturing DRAM memory and has mainly concentrated its production capacities in Taiwan to benefit from the proximity to other key players in the semiconductor industry. Taiwan offers a well-developed infrastructure and a strong network of suppliers, which is advantageous for the efficiency and cost-effectiveness of production.

Focus on Research and Development: 10% of revenue (2024)
Expansion of Production Capacity: 20% capacity increase by 2026
Diversification of Product Range: Introduction of new DRAM technologies

Nanya Technology Corporation is pursuing a growth strategy that heavily emphasizes research and development. In 2024, the company invested approximately 10% of its revenue in this area to secure technological leadership in the DRAM sector.

Additionally, Nanya plans to increase its production capacity by 20% by 2026. This capacity expansion will be achieved through the construction of new manufacturing facilities and the modernization of existing facilities.

Another component of the growth strategy is the diversification of the product range. Nanya has announced the introduction of new DRAM technologies to meet the changing market demands and to tap into new customer segments.

Main raw materials: Silicon wafers, chemicals, gases

Countries of origin:

• Silicon wafers: Japan, South Korea, Taiwan
• Chemicals: USA, Germany, Japan
• Gases: China, Taiwan

Nanya Technology Corporation, a leading manufacturer of DRAM products, mainly imports silicon wafers, which are essential for semiconductor production. These wafers are primarily sourced from Japan and South Korea, as these countries are leading in the production of high-purity silicon wafers.

In addition, Nanya requires various chemicals and gases for the manufacturing process, which are imported from the USA, Germany, and Japan. These countries are known for their high-quality chemical products that are indispensable in the semiconductor industry. Gases necessary for production are also partially sourced locally in Taiwan to optimize supply chains.

DRAM Sector Market Share: Approximately 3-5% (2024, estimate)

R&D Expenses: 8% of revenue (2024)

Nanya Technology Corporation is a significant player in the DRAM sector, albeit with a relatively small market share of about 3-5%. The company's competitive advantage lies in its ability to offer specialized DRAM products and in its flexibility to serve niche markets that are often overlooked by larger competitors.

The company invests around 8% of its revenue in research and development, indicating a strong innovation capability. These investments enable Nanya to remain technologically competitive and develop new products that meet the specific requirements of its customers.

Despite the challenges posed by larger competitors such as Samsung and SK Hynix, which have significant economies of scale, Nanya can maintain a certain competitive advantage through its focus on specialized applications and its innovation capability.

Institutional Investor Share: 45% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Nanya Technology Corporation is estimated to be around 45%. This figure reflects the confidence of institutional investors in the company's long-term stability and growth potential.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders have a stable assessment of the current company situation. This could be a sign that they are satisfied with the current company strategy and market conditions.

Market share of Nanya Technology Corporation: Estimated around 5% (2025)

Major competitors and their market shares:

1. Samsung Electronics: around 45%
2. SK Hynix: around 25%
3. Micron Technology: around 20%
4. Nanya Technology Corporation: around 5%
5. Winbond Electronics: around 3%
6. Powerchip Technology: around 2%

Nanya Technology Corporation is a significant player in the DRAM market, but significantly smaller than the three leading companies Samsung, SK Hynix, and Micron. These three dominate the market with a combined share of about 90%.

Moat of Nanya Technology Corporation:

Nanya Technology has a certain technological advantage through specialized DRAM products and an efficient production structure. However, compared to the major competitors like Samsung and SK Hynix, the moat is relatively small. These companies benefit from significant economies of scale, extensive research and development budgets, and a wide product range, giving them a stronger competitive advantage.

While Nanya is successful in certain niche markets, it lacks the global presence and resources that the larger competitors possess. Therefore, Nanya's moat is more limited to specific technological innovations and regional markets, while the larger companies have more comprehensive and robust competitive advantages.

Revenue Growth: 8% (2024) R&D Expenses: 12% of revenue (2024) Market Share in the DRAM Segment: 5% (2024)

Nanya Technology Corporation recorded a revenue growth of 8% in 2024, attributed to increased demand for DRAM products and improved production capacity. The company is heavily investing in research and development, with 12% of revenue allocated to this area. This indicates a strategic focus on driving technological innovations and staying competitive.

Nanya's market share in the DRAM segment is 5%, which is relatively low compared to larger competitors like Samsung and SK Hynix. Nevertheless, the company demonstrates solid performance in a fiercely competitive market.

Overall, Nanya Technology could be an interesting investment, especially for investors focusing on long-term growth and technological innovations. The strong R&D orientation and revenue growth are positive indicators, but the risks of market volatility and competition should be taken into account.

Dividend Yield: 4.2% (2025, estimated)
Dividend History: Consistent payout over the last 5 years

Nanya Technology Corporation is known for regularly distributing dividends to its shareholders. The current dividend yield is approximately 4.2%, which can be considered attractive compared to other companies in the semiconductor industry.

Over the past five years, the company has consistently paid out its dividends, indicating a reliable payout policy. This reflects the solid financial position and the company's ability to generate returns even in economically challenging times. Analysts expect Nanya Technology to continue to be able to pay stable dividends in the coming years, provided that no significant market changes occur.