南亚科技第三季度毛利率达85.7%，DRAM平均销售价格环比上涨60%，媒体归因于DRAM严重短缺和价格上涨。Q3营收环比增长61.9%至新台币1336.5亿元，营业利益率80%，净利润新台币876.3亿元，超过过去7年总和，EPS新台币25.4元。
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Nanya Technology’s gross margin hit 85.7% in the 3rd quarter as DRAM average selling prices (ASPs) rose 60% over the second quarter amid a severe DRAM shortage and rising prices, media report:
Q3 revenue rose 61.9% over the 2nd quarter to NT$133.65 billion
Q3 operating margin 80%
Q3 net profit NT$87.63B, more than past 7-years combined
EPS NT$25.4
Nanya will install equipment in new fab in the 1st quarter, aiming for 30,000 wafers per month (wpm) capacity by end-2027.
Nanya said it will build an advanced packaging plant in Pingtung, Taiwan
AI demand is crowding out other products for access to DRAM, as AI-related firms are willing to pay more for chips. Some clients are reducing DRAM specs to cope with the shortage.
Long Term Agreements (LTAs) are becoming standard for DRAM.
来源：Dan Nystedt · x.com