Nanya Technology Corporation (2408) Earnings Call Transcripts

Nanya Technology Corporation's Latest Earnings Call - Q1 FY2026

In Q1 2026, Nanya Technology Corporation reported a substantial increase in financial performance, with net sales reaching TWD 49.087 billion, a 63.1% quarter-over-quarter increase and a staggering 582.9% year-over-year growth. The company achieved a net income of TWD 26.058 billion, translating to an EPS of TWD 8.41, significantly up from TWD 3.58 in Q4 2025. Management signaled a bullish outlook for Q2, expecting further improvements in gross margins and ASPs, which could positively influence stock performance moving forward.

Reported metrics

Guidance from management

Management expects further improvements in Q2 2026, with high gross margins and ASPs anticipated to be sustainable in the coming quarters.

What management said

Okay. I think I commented in my presentation also, we're seeing a small ticket item which means that where your phone cost percentage is high, those small ticket items may get influence, okay? And -- but as I say, those area is important, but it's still a relatively small percentage in terms of consumption, okay? That's including small item, low end, whatever it is, okay, they will start to see some pressure in the p...

This is a good question. Actually, the margin is already high. And we -- of course, we will be doing our ASP according to fair market price, okay? Of course, we will discuss with our customer on fair market price case by case and day by day also, okay? And this the buyer and suppliers discussion and negotiation has always been happening even it's a down market, not [indiscernible] market or it's up market's always ha...

What analysts pressed on

Analysts expressed worries about the potential impact of spot market fluctuations on pricing and demand, particularly in light of declining smartphone shipments in China. They questioned how Nanya would manage customer resistance to further price increases amidst already high margins.

Main topics on the call

• Revenue Growth — Nanya's Q1 2026 revenue surged to TWD 49.087 billion, driven by an ASP increase of over 70% quarter-over-quarter. Dr. Pei-Ing Lee noted, "Our Q1 '26 net sales comes to TWD 49.087 billion versus Q4 last year, TWD 30.094 b...
• Gross Margin Expansion — The gross margin improved to 67.9%, up from 49% in Q4 2025, reflecting strong pricing power. Dr. Lee stated, "Gross profit and gross margin comes to TWD 33.316 billion at 67.9% in Q1 versus Q4 last year, TWD 14.759 billi...
• CapEx Plans — Nanya plans to increase its CapEx for 2026 to TWD 52 billion, with 70% allocated to cleanroom construction and facility for a new fab. Dr. Lee mentioned, "For the year 2026, we expect CapEx up to TWD 52 billion."
• Market Outlook — Management highlighted strong demand driven by AI applications, with expectations for continued growth in DRAM demand. Dr. Lee commented, "AI-driven CSP CapEx has supported strong cloud DRAM demand... overall demand rema...

Read the full Nanya Technology Corporation transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Nanya Technology Corporation earnings call transcripts on record, spanning January 10, 2020 to July 10, 2026. Based on this history, Nanya Technology Corporation reports quarterly. The most recent call on file is dated July 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

2408

Exchange

TWSE

Country

TW

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

26

First call

January 10, 2020

Most recent

July 10, 2026

Reporting cadence

quarterly